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Is the chasm between the billions tech is spending on data centers and its scant AI earnings a bet on a shiny future? Or is it a convenient mask for an even less popular agenda?
I run the numbers https://jonippolito.substack.com/p/what-if-data-centers-arent-really…

Don't miss today's Metacurity for the most crucial infosec developments you should know today, including
--DHS orders DeepSeek out of federal civilian systems,
--FBI probe uncovers ransomware negotiators’ close ShinyHunters ties,
--Army wants AI agents to hack and disable enemy systems,
--OpenAI bugging suspect held without bail amid Saudi royal ties,
--WhatsApp chatbot instructions told users not to contact regulators,
--Hackers reportedly steal 421k emails from Germany’s far-right AfD,
--Nikkei’s third breach in a month exposes 1.83m records,
--China-linked AI agent tied to attacks on Japanese firms,
--Microsoft treats AI agents as potential insider threats,
--MiniMax touts cybersecurity gains and 70% cost cut for M3.1 Flash,
--Hackers hit unpatched Plex servers with cryptominers,
--ConnectWise breach compromises at least 162 Microsoft 365 tenants,
--Ahold Delhaize confirms cyberattack behind US and European outages,
--Vibe coders strip smart TVs of ads and tracking,
--Wyden flags encryption gap across 350 federal web addresses,
--UK financial regulator calls for reporting AI failures and near-misses,
--Australia plans to sue social platforms over under-16 ban violations,
--Muse sells a keyboard and sends a stranger to the seller’s home
https://www.metacurity.com/dhs-orders-deepseek-out-of-federal-civilian-systems/

potato update

It only takes a very rudimentary understanding of economics to see that, in the long run, the market price of running "agentic AI" (or whatever the latest buzz becomes) and the salary of any kind of knowledge worker can only be separated by a gap that's dependent on *management's* ability to tell their output apart.
There is a cosmic-scale gap between the long-term value to a company in paying a salary to a human vs. getting an LLM to "do" the "same" work, but it's a gap that many people are investing heavily in hiding right now, and CEOs and managers become incredibly gullible when you promise them they won't have to deal with humans who might ask for raises, even though it should be obvious you plan to jack up prices once they're locked in. They also aren't well-known for a deep understanding of how their workers actually generate value, and tend to be easily distracted by shiny but shallow demos, which is exactly what LLMs can produce well.
Even in the most optimistic scenario I can imagine for these developments, the myth of upward mobility that's been a lynchpin for defusing class solidarity among wage laborers is going to take a significant beating. There's a completely obvious game plan underway to try to use fascism to shore up the power of the wealthy against any kind of mass movement, and to play the ancient divide-and-conquer game along race and gender lines just as usual, so the range of outcomes is huge, but every time you use an LLM you're pushing this closer to a sharper conflict.
#AI #LLMs