Two days ago the US banned Claude Fable 5.
Yesterday China dropped GLM 5.2.
Today GLM 5.2 is #1 on @bridgebench BS at 100.0, and #1 on Reasoning at 42.8, beating Fable 5.
At 1/10th the cost and 300 tokens per second.
You cannot export control your way out of an open source race.
The ban didn't slow China down.
Unban Fable 5.
CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI.
So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents.
“Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues.
“Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with.
The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.
Let me trace the timeline here because nobody's connecting it.
Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.
Step 2: Train a model on all of it. Call it "artificial intelligence."
Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."
Step 3 is where you sell people's own knowledge back to them. On a meter.
They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.
One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."
Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.
That's the metered intelligence business model.
And they're pitching it to infrastructure investors as though they invented water.
DO YOU UNDERSTAND WHAT JUST HAPPENED AT THE ENHANCED GAMES..
Peter Thiel and Donald Trump Jr. spent millions to create a steroid Olympics.
They promised to "redefine human limits" and put up $25M in prize money.
After 5 hours in Las Vegas, here’s the scoreboard:
- 1 world record (not recognized by anyone)
- Thor Björnsson failed his 515kg deadlift (managed only 475kg)
- olympic sprinter Fred Kerley missed the 100m WR by 0.4s - without even taking drugs
- the only "record" came from a Greek swimmer who finished 5th at Paris 2024. He wore a supersuit banned since 2009 and beat the clean record by just 0.07s
the whole pitch was that drugs would shatter the limits of clean sport.
instead they proved the gap between juiced and clean is now 7 hundredths of a second - in a suit banned 17 years ago.
the only thing they actually proved was how good the clean athletes already are.
You think the Enhanced Games exposed anything or just embarrassed themselves?
⚡️Children remember the moments when the family becomes fully alive.
That is the core. Vacation is just the common vessel.
A child does not encode childhood as a spreadsheet of responsible parenting.
They encode atmosphere.
They remember the motel pool, the gas station stop, the smell of sunscreen, the weird restaurant, the long drive, the sunset, the parents laughing differently, the feeling that normal life cracked open and something larger appeared.
That is why ages 5 to 10 hit so hard. The child is old enough to form durable narrative memory and young enough for the world to remain enchanted. Parents still feel mythic. A beach, cabin, lake, theme park, road trip, or even a cheap rented house can become sacred geography.
The real mechanism is interruption of routine plus emotional safety.
Ordinary life teaches stability. Trips create myth. The family leaves the repeating loop of school, work, chores, screens, exhaustion, and time pressure. For a few days, the child experiences parents outside their normal roles. Mom and dad are no longer just managers of homework, food, discipline, bedtime, and logistics. They become companions inside an adventure.
That imprints.
The money matters far less than parents think. Luxury is mostly adult vanity. Children remember intensity, freedom, attention, surprise, and togetherness. A $200 trip can beat a $10,000 trip if the child feels wonder and the parents are emotionally present.
Many adults are starved because their childhood had no sacred interruptions. Everything was duty, stress, survival, noise, pressure, or emotional absence. No mythic family scenes. No private homeland in memory. No recurring proof that life could be warm and strange and alive.
That matters for the adult psyche. People draw from childhood memories during loneliness, fear, ambition, loss, and love. Those memories become inner architecture.
Deepest compression: a good childhood is not built only by protection. It is built by unforgettable shared worlds.
Take the kid somewhere. Break the loop.
Make the ordinary world disappear for a few days.
That becomes part of them forever.
I keep trying to explain to people, but America doesn’t have a viable 3D printer company because we don’t have any of the underlying architecture.
Shocking how many people think a complex product is some singular thing you build at a “factory.”
A 3D printer is really just a featherweight CNC mill, so much so that they speak yeh same language (G-Code). You need:
- micron accurate linear rails
- Sub micron bearings for those linear rails.
- High resolution servo/stepper motors.
- Motion control chips and boards and stuff.
- Sheet metal, injection molding, various coatings.
America has *no* industrial base for *any* of this at consumer product scale. We invented or definitively innovated everything above, then the McKinsey set came in and convinced us to ship it all to China for the last 40 years.
So yea, sure… you can screw a 3D printer together in America, at great expense… but you are doing so with primarily Chinese components.
What we need is a bunch of uninvestible (by venture funds) businesses that are boring and competently supply a bunch of even more boring, medium margin, no-moat components.
For 20 years, a $6 knob that takes one hour to 3D print has been grounding Black Hawk helicopters four times a month, and the contractor responsible won't sell us the part or the IP rights to fix it ourselves.
So instead, American taxpayers have been paying $40,000 every single time to replace the entire system, multiplied by four times a month, for two decades.
That is NOT a procurement problem, that is a shakedown, and it is exactly why right to repair has to be in this year's NDAA.
In Japan, children clean their own schools.
Every day. After lunch.
About twenty minutes.
Classrooms.
Hallways.
Toilets.
Not because the schools are too poor
to hire someone.
Because in 1947, this country decided
that cleaning your own space
is part of becoming a person.
The cleaning rag
is on the school supply list.
Right next to the pencils.
Egypt teaches it now.
So does Indonesia.
So does Mongolia.
Think about the last time
you watched a seven-year-old
mop a floor without complaining.
Japan does that
in every elementary school
in the country.
Not as punishment.
As education.
EXPOSED!
Thousands of Chinese vessels are swarming just at the border of Peru's 200 NM EEZ. Stopping right at the demarcation line to turn off their AIS & sneak in. China’s massive fishing fleets are emptying oceans from Peru to the high seas & this can’t be ignored!
It's impossible to overstate what a massive problem it is that the worst companies control our government and are actively trying to enslave and kill us.
Um, what!?
"Western states" have been "blasting silver iodide into the sky for decades, hoping it will relieve harsh droughts."
Another "conspiracy theory" is acknowledged as fact.
Now they are switching from planes to drones.
https://t.co/P2ejJpshQe
I'm a software engineer with 50 years of experience. If you know how to steer an LLM properly, the frontier models are extremely good at generating code. They're weak at architecture, which is one of several reasons you want a human in the loop, but they can have a very low error rate compared to most humans.
When they don't - when they generate slop - it's because you didn't know how to use the tool correctly.
let me make sure i’m understanding this correctly
the supreme court is refunding all tariff money back to corporations.
the same corporations that didn’t pay a single cent of those tariffs to begin with.
they passed every dollar directly to you through higher prices on everything you buy
you went to the store and paid more for groceries. you paid more for clothes. for car parts. for literally everything.
that money came out of YOUR pocket not theirs
and now the refund goes to THEM?
the corporations who used the tariffs as an excuse to raise prices even higher than the tariff itself and pocket the difference
the american people funded the tariffs.
the corporations profited off the tariffs.
and now the corporations get a refund on money they never spent in the first place
and nobody in washington thinks the people who actually paid should get the money back.
not a single person has even suggested it
guess we are never getting our DOGE checks either
this country does not work for you.
it works for them. it’s a joke
and they’re not even pretending anymore
I just realized how absurd the peptide crackdown is.
Medical errors are the 3rd leading cause of death in the US, killing 250,000+ Americans every year. But peptides are the national crisis?
A few thoughts on why I think this has nothing to do with public safety: (1/14)