FloridaBoi

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Start an anti-tech company jihad

In 2026, countries that want to win the trade war have a unique historical possibility: They could repeal their “anticircumvention” laws, which make it illegal—a felony, in many cases—to modify devices and services without permission from their manufacturers.

US tech giants (and giant US companies that use tech) have used digital locks to amass a vast hoard of ill-gotten wealth. In 2026, the first country bold enough to raid that hoard gets to transform hundreds of billions in US rents into hundreds of millions in domestic profits that launch its domestic tech sector into a stable orbit—and the remaining hundreds of billions will be reaped by all of us, everyone in the world (including Americans who buy gray-market jailbreaking tools from abroad), as a consumer surplus.

Basically the cash burn rate for inference is much higher than reported and the media’s focus on training obfuscates it. All of the companies involved hide what the actual revenues are and if they even cover (or are trending towards covering) running costs of the models.

Ed Zitron with FT attempt to derive what those actual numbers are since they’re all over the place but cannot confirm hardly anything. It seems that at best revenues are 2/3 cash burn rate but are more like 1/2 and this is without considering the massive obligations that OpenAi is committing to.

The article gives no indication as to how the model works (other neural networks) so it could be a fluke especially since it is not physics based.

The arstechnica piece has this at the bottom:

“It’s not immediately clear why the GFS performed so poorly this hurricane season,” Lowry wrote. “Some have speculated the lapse in data collection from DOGE-related government cuts this year could have been a contributing factor, but presumably such a factor would have affected other global physics-based models as well, not just the American GFS.”

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“If the U.S. doesn’t transition to new energy vehicles quickly,” auto industry expert Michael Dunne of Dunne Insights told Newsweek last month. “Detroit will cede the global market and be reduced to a niche supplier of gas-powered pickup trucks and SUVs.”