Thursday, June 4, 2026

A satirical critique of Anthropic's pivot from maximum AI safety to maximum market value —- DRAFT

Last update: Thursday7/30/26  2:22pm
This satire is about the impact of Sam Altman‘s superpower, his extraordinary capacity to drive would-be competitors, including His Satanic Majesty, a/k/a HSM, to losing their minds and their souls in ever more costly attempts to beat him in ever more complex games he's never played before, but always wins. His most prominent current competitors, Dario Amodei and Elon Musk, are competing with him in a game called "History's Biggest IPO".



Full text  HERE

Monday, May 11, 2026

TL;DR ... Trump met Xi in Beijing -- May 14-15, 2026



Last update: Thursday 5/15/26 10:30am

U.S. President Trump met with China's President Xi in Beijing on May 15-16. This TL;Dr  summary of our lengthy report, China vs. The World, should make it easier for readers to understand what really happened and what did not happen, no matter how loudly President Trump proclaims the details of his success in persuading President Xi to accommodate America's economic and political objectives. The good news is that the meeting could not fail to achieve substantial mutually beneficial strategic objectives ... because President Xi could not risk letting it fail. 

Full text  HERE

Saturday, April 25, 2026

China vs.The World


Last update: Thursday 5/14/26 

This is the final installment in our intensive exploration of how China leveraged its monopoly on the processing of rare earths to achieve a powerful and highly profitable position in the world’s most advanced manufacturing sectors, a strategy first envisioned in 1992 by Deng Xiaoping, the ‘Father of modern China’.



Full text  HERE

Friday, April 3, 2026

Amazon + Anthropic = Massive replacement of blue/white collar employees by robots/autonomous agents

Last update: Wednesday 4/15/26 13:38pm
Amazon recently announced its intentions to replace a high percentage of its blue collar staff with robots. In the same time frame, Anthropic, Amazon's genAI partner, reported that large enterprises will be able to realize substantial increases in their profits by replacing substantial segments of their white collar staff with Anthropic's autonomous agents. 

Full text  HERE

Wednesday, April 1, 2026

REVISED: Pentagon vs. Anthropic -- Trump fires "Mad Dog" Dario

Last update: Monday 4/8/26
This final version of an evolving report explains how Anthropic induced the Pentagon to cancel a partnership that never should have occurred.  It retains much shorter versions of previous sections of the report that discredited plausible alternative explanations of the breakup. The revised report does not include a final section yet in order to give the editor more time to consider the disturbing implications of a possibility that he has been rejecting for the last five weeks.

Full text  HERE

Monday, March 9, 2026

DARPA -- America's reliable source of game changing technology


Last update: Tuesday 3/10/26 12:38
DARPA identifies new technologies that could have dual use, then engages leading experts in our universities and other research institutions as consultants and/or contractors in a cluster of interrelated component projects, each of which develops selected aspects of the needed new technology. DARPA also alerts some production companies of its new tech from time to time and obtains their input as to how the new tech could be enhanced to achieve greater commercial success.


Full text  HERE

Wednesday, February 18, 2026

Apple's iPhone as the prototype for China's future success via its dominance of rare earth processing

 Last update: Monday 3/8/26 11:05am

Deng 
Xiaoping, the 'father of modern China', implored his country's leaders in 1992 to greatly enhance its power by attaining a position of unchallengeable dominance of the world's markets rare earth elements (REEs).  Rare earths would be for China what oil was for the Middle East. Ever since then, China has been developing an ecosystem that is centered on its rare earth mining and processing assets. 

China's evolving ecosystem facilitated the phenomenal success that Steve Jobs achieved by locating the production of his visionary iPhone in China. In other words, China's successful production of Jobs' vision was a 'proof of concept' for Deng's vision. China's ecosystem would ensure that the iPhone's success would be a prototype for future success, not a never-to-be-repeated one-off. 

Full text  HERE

Monday, February 9, 2026

China vs. Obama at the WTO 2015

Last update: Monday 3/8/26 11:00am

Deng Xiaoping's image appears on this page because, as the 'father of modern China', he inspired his country to greatly enhance its power by leveraging its abundant rare earth resources.  In 1992 he famously declared, "The Middle East has its oil, China has rare earth: China’s rare earth deposits account for 80 percent of identified global reserves, you can compare the status of these reserves to
that of oil in the Middle East: it is of extremely important strategic significance; we must be sure to handle the rare earth issue properly and make the fullest use of our country’s advantage in rare earth resources." 

Full text  HERE

Thursday, January 29, 2026

America’s bipartisan pursuit of the wrong rare earth strategies

Last update: Monday  3/9/26 11:00am

The original title of this first in a series of installments that was posted on this blog in January 2026 was "America's unlikely but successful bipartisan path to a reliable rare earth supply chain " -- a title that reflected its editor's optimism. He was optimistic because he didn't yet understand how China was really leveraging its dominance of the tiny $4 billion global market for rare earths by embedding them in innovative high tech products worth hundreds of billions as exports, e.g., iPhones and 'cPhones' (a/k/a Huawei smartphones) and Teslas and 'cTeslas' (a/k/a BYD's) . 


-- Note: Huawei's smartphones grossed larger sales than iPhones in 2025; BYD's EVs grossed larger sales than Teslas in 2025.


Full text  HERE

Friday, November 7, 2025

The PJM Part 2 … Negative Externalities, Data Center Alley, and future historically high electricity bills throughout the PJM

Last update:  7:36am Wednesday 11/26/25

This note, Part 2 in what was originally planned to be a three part series, will now be the final installment. It highlights some operational structures of the PJM that facilitated the stunning success of Virginia’s Data Center Alley. Then it sketches a strategy that might enable the founding members of the PJM -- Pennsylvania, New Jersey, and Maryland -- to join Virginia as major national and international data center hubs via consortiums that would also guarantee stable lower electricity bills for their regular customers, i.e., households, businesses, schools, government agencies, etc. 

Unfortunately, recent surprising announcements from two powerful utilities — Dominion and Exelon — threaten to burden regular customers throughout the 13 states in the PJM with historically high electricity bills.  Exelon’s announcement requires extensive revisions to Section F and Dominion’s requires the addition of a forthcoming Section G to this note.

Op-Ed  HERE

Tuesday, October 28, 2025

TL;DR 28Oct25 ... (1) How China Raced Ahead of the U.S. on Nuclear Power, (2) Anthropic's chatbot can now remember your previous conversations without prompting -- like ChatGPT and Gemini, and (3) OpenAI’s Atlas Browser Takes Direct Aim at Google

Last update: Tuesday 10/28/25
Welcome to our 
28Oct25 TL;DR summaries by Chat
GPT of the past week's top 3 stories on our "Useful AI News" page ➡  (1) How China Raced Ahead of the U.S. on Nuclear Power, (2) Anthropic's chatbot can now remember your previous conversations without prompting -- like ChatGPT and Gemini, and (3) 
OpenAI’s Atlas Browser Takes Direct Aim at Google Chrome

TL;DR  HERE

Wednesday, October 15, 2025

What is the PJM Interconnect? How does it work? And why you should care? ... 1-Basics

Last update:  Saturday 3:27am 10/25/25
This note, Part 1 in a three part series, will provide an introduction to the PJM Interconnect that directs the transmission of electric power across thirteen states and the District of Columbia. Part 2 will highlight features of the PJM that provide persistent advantages — lower electricity bills — for households and enterprises in some states, while imposing persistent penalties — higher electricity bills — on households and enterprises in other states. Part 3 will analyze the ironic causes of the persistent penalties, i.e., the negative externalities,  that are being reported by the media with increasing frequency and stridency. 

Click HERE to view full report

Saturday, October 4, 2025

A closer look at the potential world-wide benefits of Apple Silicon

Substantial Revisions: 7:19pm Friday 10/24/25

This second note in an occasional series explores an emerging solution to a global disaster
. It takes a closer look at the potential world-wide benefits of Apple’s forthcoming sales of energy-efficient inference servers to its customers. It also corrects a few misconceptions in the first note 


To read more of this blog note click HERE



Monday, September 22, 2025

TL;DR 22Sep25 ... (1) China bans tech companies from buying Nvidia’s AI chips, (2) Nvidia to Invest $5 Billion in Intel, and (3) Harvard researchers weigh AI’s climate and health impact

Last update: Monday 9/22/25
Welcome to our 22Sep25
 TL;DR summaries by Chat
GPT of the past week's top 3 stories on our "Useful AI News" page ➡ (1) China bans tech companies from buying Nvidia’s AI chips, (2) Nvidia to Invest $5 Billion in Intel, and (3) 
Harvard researchers weigh AI’s climate and health impact
 
TL;DR  HERE

Monday, September 15, 2025

TLDR 15Sep25 ... (1) Apple Introduces New, Slimmer iPhone, (2) Microsoft to Buy AI From Anthropic, and (3) EPA Proposes to End Greenhouse Gas Reporting Program


Last update: Monday 9/15/25
Welcome to our 15Sep25
 TL;DR summaries by Chat
GPT of the past week's top 3 stories on our "Useful AI News" page ➡  (1) Apple Introduces New, Slimmer iPhone, (2) Microsoft to Buy AI From Anthropic, and (3) 
EPA Proposes to End Greenhouse Gas Reporting Program
 

TL;DR  HERE

Monday, September 1, 2025

TL;DR 1Sep25 ... (1) AI super PACs, (2) Nvidia Predicts Cooler Growth After Sales Record, and (3) Data centers will cause higher electricity prices

Last update: Monday 9/1/25

Welcome to our 1Sep
25 TL;DR summaries by Chat
GPT of the past week's top 3 stories on our "Useful AI News" page ➡  (1) AI super PACs, (2) Nvidia Predicts Cooler Growth After Sales Record, and (3) 
Data centers will cause higher electricity prices
 

TL;DR   HERE

Monday, August 25, 2025

Sometimes ChatGPT does not connect the dots. Sometimes it does not follow its "plans".

Last update: Tuesday 8/26/25
Everybody knows that chatbotmake mistakes. This misbehavior has given rise to the fundamental guideline that users should always doublecheck everything a chatbot says. The  implicit assumption of this guideline is that a chatbot’s incorrect response to a prompt, a/k/a an “error” reflects the chatbot’s incorrect knowledge. This note challenges that assumption. 

The editor of this blog can document situations wherein ChatGPT “knew” the correct response to a prompt, but delivered an incorrect response anyway. In other words, ChatGPT failed to connect the dots, failed to give the response that it “knew” that it should have given. 

To read more of this blog note click HERE

Monday, August 18, 2025

TL;DR ... 18Aug 25 ... (1) Question: Does Nvidia sell chips to China: Yes or No? ... Trump says "Yes", China says "No" ... and (2) Local negative consequence of the data center boom

Last update: Tuesday 8/19/25
Welcome to our 18Aug25
 TL;DR summaries by Chat
GPT of the past week's top 2 stories on our "Useful AI News" page ➡  (1) Question: Does Nvidia sell chips to China: Yes or No? ... 
Trump says "Yes", China says "No" ... and (2) Local negative consequence of the data center boom: Higher electricity bills for everyone and lower air quality
TL;DR  HERE

Friday, August 15, 2025

Apple moves back to its roots in hardware with “cloud buster” chips

Extensive revision: 8/17/25

This is the first of a series of occasional publications that will track Apple’s development of genAI inference data centers using Apple Silicon, centers at the edges of the Internet that will support billions of devices. Given Apple's policy of minimal publicity during development, there probably won't be more than four more reports before the end of 2026.


Note: 
During “training”, a model learns from a large dataset; during “inference”, a trained model responds to queries from users.

To read more of this blog note click ➡  HERE

Friday, August 1, 2025

The Great AI Exodus: How Three Tech Giants Lost the Visionaries Who Built the Future

Last update: Friday 8/1/25
An exclusive article in The Information last week reported that many members of Apple's large language model unit were leaving because they perceived that Apple's leadership did not share their vision of the transcendent importance of generative AI. Given that The Information's report was behind a very high paywall, most of the readers of this blog probably could not read it. So the editor tasked ChatGPT to provide an extensive TLDR summary  

To read more of this blog note click  HERE