Calif Beach Sounds

Telecom technician/engineer building and maintaining small & large (million+ users) communications systems. Now making cryptography & comms gear.

[Calif Beach Sounds @CalBeachSounds]

@ByronYork I know a tweet isn't policy, but that's what he does. And he tweeted that nothing less than unconditional surrender. Now iran controls the terms and the US says yes sir. Damn right we're confused.

[Calif Beach Sounds @CalBeachSounds]

@creepydotorg Cleveland, Snow Rd, just south of the airport.

[Calif Beach Sounds @CalBeachSounds]

@ReclaimTheNetHQ When the kids need to brandish knives and axes to avoid rape and murder you know it's not about the kids.

[Calif Beach Sounds @CalBeachSounds]

@InsiderGeo From what ive heard, Israel gets nothing from this deal. It'd be in their best interests to stop it.

[Calif Beach Sounds @CalBeachSounds]

@ByronYork You'd get a bigger sample in a bar bathroom

[Calif Beach Sounds @CalBeachSounds]

@WW3_Monitor Me thinks the folks Trump is talking to aren't those with the rockets. And the rocket folks are in charge.

[Calif Beach Sounds @CalBeachSounds]

@HOUSEPORN___ Too modern. Nice, but I like traditional with lot's of wood.

[Calif Beach Sounds @CalBeachSounds]

@KRCR7 I went to school with Jeff. He was a good friend.

[Calif Beach Sounds @CalBeachSounds]

@sciencex_com @physorg_com @EarthsFutureEiC Not to mention thousands of GW powered data centers

[Calif Beach Sounds @CalBeachSounds]

@AryJeayBackup Sadly, it't not satire.

[Calif Beach Sounds @CalBeachSounds]

@ToughSf But can the refueling planes stay up that long?

[Calif Beach Sounds @CalBeachSounds]

@amazingmap Northern Ohio. Less than 30 days of sun a year.

[Calif Beach Sounds @CalBeachSounds]

@HedgieMarkets I wonder what the tax implications are. Spend money for a loss in AI to offset other revenue and write off billions of capex.

[Calif Beach Sounds @CalBeachSounds]

@HOUSEPORN___ Not at all. I have 3 & 4 year olds in my pool but would never risk them in the ocean.

[Hedgie @HedgieMarkets]

🦔Microsoft's internal strategy document for its new AI assistant Scout says the explicit goal of phase one is to "make people addicted." The doc, obtained by 404 Media, outlines a three-phase plan from "addictive app to agentic platform."
The tool sits on your desktop, manages your calendar, triages your inbox, files expenses, and acts on your behalf. It requires access to your accounts and files. Security and compliance are things to "figure out" later. Nadella already uses it.

My Take
After everything this week, I think this document accidentally explains the entire AI business model. Not just Microsoft's, everyone's. The product can't sustain itself on current pricing. We know that because Copilot just proved it on Monday. The unit economics don't work at flat rate. So the play is to get people locked in before the real bill arrives. Make the tool essential to how you work, let your company cut the people who used to do those tasks, and by the time consumption pricing kicks in, walking away costs more than paying up.

IBM's CEO just told us the industry needs $6 to $8 trillion in capex to chase revenue he says doesn't exist. Google diluted shareholders to fund a buildout it can't cover from cash flow. Oracle fired 30,000 people during a record quarter to redirect salaries into data centers. And Microsoft's answer to all of that is an internal doc where step one is addiction. They're not selling the product on value. They're selling dependency. Get people hooked before anyone calculates what it costs to run, and make sure they can't leave once they find out. A product that needs addiction to survive is a product that can't survive on its own.

Hedgie🤗
https://t.co/eux8IbCxxm

[Calif Beach Sounds @CalBeachSounds]

@HiddenHistoryYT Won the battle, lost the war seems the vibe...

[Calif Beach Sounds @CalBeachSounds]

@gaghyogi49 Deep Space Nine was, in my opinion, a classic Heros Journey for Worf.

[Calif Beach Sounds @CalBeachSounds]

@no1089 By that reasoning, anything that isn't an IBM mainframe with 200k data terminals attached isn't a computer either.

[Calif Beach Sounds @CalBeachSounds]

@IDV_FPV There are so many cool IC's out there that I never hear about. Used to be your local radio shack sold IC books but not anymore.

[Calif Beach Sounds @CalBeachSounds]

@jegerden @Osinttechnical The scenario was the Omanis would block the straits asking for tribute. The oil crisis hits worldwide. Omans gunboats attack ships passing thru. Nations start fighting and a nuclear exchange starts it all. Same as Iran now, but Iran was not a power in the 80's.

[Calif Beach Sounds @CalBeachSounds]

@jegerden @Osinttechnical I wish I could. Most were viewed while I served from 1985-1990, and some in 91. I don't remember them being classified, but just not available to the general public. Several (a dozen?) were developed by RAND corp, so maybe there. Many came from middle east bureaus state depts.