very nice circular financing here - OpenAI is a big customer of Clickhouse, of which Nebius owns 28%, Nebius rents GPUs to Microsoft, which then rents them to OpenAI. It's a big beautiful circle
never vibe code your foundation
the first lines of code and file structure set the tone for all future code
if the foundation is slop, then agents will just pile on more slop
most of your time should be spent thinking through this before you start any new project
Most robotics demos don't really show how the vision systems behavior changes from clearly defined bright colored objects on a dark background, that makes them easy to segment, to real world settings where lighting can vary wildly & objects can be shiny with lots of clutter.
Some US silicon valley tech companies want access to my computer vision & robotics systems I designed & developed but want me to sign Non-Disclosure Agreements (NDA) to shut up about the fact that I am the one who developed that technology.
Not happening.
India just gave the whole internet a free lesson on the power of FOSS (Free and open-source software).
The Home Ministry's cybercrime unit ordered GitHub to delete BitChat. Three hour deadline. Comply or face legal action.
Here's the problem with that plan.
BitChat runs on pure Bluetooth mesh. No internet. No SIM. No phone number. No central server. Protesters started using it precisely because the government kept shutting the internet off, and it just kept working.
You cannot delete an app that's already living on people's phones and passing messages device to device.
And the source code? Open source. Within hours it was mirrored to a decentralized platform. Every person who copies it becomes another node the order can't reach.
This is the whole point of self custody thinking, applied to communication instead of money.
You can serve a takedown to a company. There's a CEO, an office, a legal team, a single point of pressure.
You cannot serve a takedown to a network that nobody owns.
India didn't kill BitChat. It ran a live demo of why unkillable infrastructure exists.
#FOSS #PrivacyIsNotACrime
🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.
My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.
Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.
Hedgie🤗
Almost all generative AI algorithms are just statistical machines that regurgitate patterns in training data, while adding noise in a way that tries to deviate without becoming nonsense.
This is an explainer about what just happened with Anthropic's Fable 5 (Mythos) & the fed government. It's a cautionary tale about AI & a story of the fed govt's hypocrisy:
1/ Anthropic's Fable 5 (based on Mythos 5 model with 'strict safety' added) was just released on June 9
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