Networks
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Data Center Discontent, Understanding the Opposition, Fixing the Problem
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
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Resiliency and Scale
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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Sora the App, Sonnet 4.5 and the Question of Models as Processors
OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power
YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators
An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.
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Facebook is Dead; Long Live Meta
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
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Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
Meta’s earnings were received positively by investors, but there were definite causes for concern.