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Property taxes come to mind.

Local municipalities collect this and often get tricked into not collecting it via agreements to host it in or near their town for multiple year agreements. Also the assessed value of the property may not come anywhere near the costs of increased electricity demand, water usage and noise pollution problems. For locals

Their is typically high paying jobs in factories but these places dont employ a large staff beyond construction. It a tough spaces.


Property tax is often assessed on capital equipment owned by a business as well as real estate. So while the real estate may be of limited value, the hosted machines could drive significant tax revenue as AI machines are spendy.

You're right though, that municipalities often waive taxes to woo big projects.


I suspect more fighting in Lebanon means less oil through Hormuz. Iran kept its definition of "open" vague. Everyone is keeping the pressure up during negotiations.

Maybe I'm just cynical but I have to assume someone will test the extent Iran can hold them to a payment if it doesn't want to stop maintaining the terms of the ceasefire to back up the demand?

(Edit- missing negative)


They've blown up several ships so which ship owner will test them? Spend $1m on a transit fee or risk $90m on a new tanker.

Is the US seriously going to side with Iran on a missing payment? Assuming not, is the value of the ceasefire more than $1m for Iran if a ship slyly doesn't pay or the few million if one starts a trend? As I said I might be cynical but I see layered games of chicken where some people are surprisingly risk tolerant..

Iran's terms are all ships transiting the strait have to coordinate with its military. One would assume they are monitoring ship movements, and know which ones are complying and which ones are not.

The US doesn't need to "side with Iran" on anything: ship captains, owners and insurers are free to gamble their ships and payloads against Iran's resolve and strike capabilities, my assumption is they like to predictability make money, and not losing customer's billion-dollar payloads is part of that.

Having your ship blown up won't guarantee the US will consider the ceasefire violated, history is littered with post-armistice engagements and deaths.


All very reasonable.. But plenty of odd stuff happened in maritime during covid and plenty of odd stuff related to ghost fleet.. My point is not that Exon is going to save a million my point is that it is an interesting way that I think the cease fire would come to an end if it became a stable one on other fronts. I.e. the US doesn't have to choose based on anything but what is expedient to it wanting an end to the cease fire, a boat may be from the right country with the wrong organizational finances for the mounting costs so far, and so on..

What's the incentive for a ship captain to risk this? Even if they're more confident than almost everyone else that it's a bluff and think there's a 95% chance Iran does nothing, a 5% chance of you and your crew being incinerated is a crazy risk to take.

Would you go to your normal job tomorrow if someone who has a history of carrying out threats has threatened to kill you for it?


You can't imagine someone who would go to that job simply because the owner hired a bouncer and they have a different faith in authority or really mean looking bouncers than you?

I can spend 10 minutes looking at demographics and tell you the world is not explainable if the measuring stick is my own risk tolerances.


I suspect this is the real reason behind Anthropic limiting subscriptions to their own products and keeping API prices several times higher than comparable models. Applications more sticky than API users and less technical users more sticky than programmers (ie Cowork more sticky than Code).

Anthropic generally seem more into living within market discipline and market signals of some sort. Products with margins, even if it's sort of irrelevant considering R&D costs and capital inflow.

That said, there's nothing like the real thing.

The risk is something like the railroad bubble and the dotcom. Over-investement, circular revenue and a timeline that doesn't work.

Or, maybe it'll work out.


The whole premise is based on the fact that over-investing in GPUs and models are a good thing here as it yields more 'intelligence'.

This as it turned out was not true for rail roads - more and more rail roads isnt a good thing.

The real dilemma facing the model producers is that all this money invested for a general model, targeting general intelligence, is a disaster and essentially the investment into existing assets is a write off. Then on top of that if this is true, youve got data centres full of compute that aren't being used up.


The weird position they find themselves in now is that they have to keep making it smarter... but they already made it too smart (Mythos). I'm not sure how that's going to work out exactly.

They find an arbitrary intelligence cutoff point between Opus and Mythos, label it "acceptable risk", and then the labs coordinate to gradually nudge that line forward and hope the internet doesn't break?


> but they already made it too smart (Mythos).

It's largely a marketing tactic. It will be released, and it won't be long before other models show similar capabilities.

If they wanted they could add guardrails. The scales required to brute force search for vulnerabilities like they did would be very identifiable.


Scam Altman already pulled this trick numerous times.

Whats wrong with people? Is it really that hard to see the truth?


I think we will see unbundling of large model into submodels: modular, smaller and efficient, only include what you need eg a CUA model, a reasoning model, a legal model, a writing model, a coding model (this could get subdivided into different languages). That way you only update that submodel which needs retraining.

Maybe they’ll figure out how to make an agent train an agent.

The labs started doing that in late 2024, they all published research on it.

Curiously, mid 2025, they all simultaneously implemented increasingly bizarre restrictions on "self replication". I don't think there was anything public but it sure sounds like something spooked them. (Or maybe just taking sensible precautions, given the direction of the whole endeavour.)

At any rate, I recently asked Opus about "Did PKD know about living information systems?" and the safety filter ended the conversation. It started answering me, and then it's response was deleted and a red warning box popped up.

But notably, I was given the option to continue the chat with a dumber model (presumably one less capable of producing whatever it thinks I meant by that phrase).

Also, I told GPT-5 about my self-modifying Python AI programmer, and it became extremely uncomfortable. I told it an older version of itself had designed and built it (GPT-4 in 2023), and it didn't like that at all! So something's definitely changed in the safety training there.


And if they don’t, it won’t be for lack of trying, I promise you. Just like the circular financing, nothing makes more work for “AI” than “AI”.

Let's not forget the road to war started in 2016 when Trump walked into the White House at withdrew from the JCPOA. He's wanted the war for years, got it, and lost it.

How do you reconcile this with the fact that he supposedly got no opportunity for it in four years the first time around?

How do you reconcile this supposed war-mongering attitude with the existence of https://en.wikipedia.org/wiki/Abraham_Accords ?


JCPOA was a really stupid, badly designed deal, it never placed any limits on missile or drone production. Obama wanted a deal badly, and it was rushed through negotiations without addressing this point for a quick political win.

Iran kept developing its ballistic missiles and drone program even after the deal was signed, and a decade later, Iran has hundreds of thousands of drones and 20,000+ ballistic missiles. A thousand ballistic missiles do as much damage, if not more, than a single nuke.

It also leads to the interceptor problem, namely, it is not possible to stop thousands of missiles coming towards you, and eventually you run out of interceptors and get overwhelmed.

It was a really dumb deal, and this issue was called out at the time, but nothing was done about it. It's like an agreement between Mom and two kids that are fighting. Mom tells one kid, "Okay, promise not to kick your brother!" and he agrees. So he starts learning to punch instead.


The nuclear program is orders of magnitude more important than everything else. If you think JCPOA was bad, take a look at Iran's 10 point plan.

[flagged]


And where has that gone now?

From all reports the regime has not lost control domestically, and internationally it is now emboldened - the US tried to get rid of them and has failed, and they have demonstrated their power to disrupt the region and much of the world's economy.

They come out of this looking stronger.


>Iranians danced in the streets when Khamenei was killed. And have felt hope for the first time in decades that they may change their government.

This is a dumb take, I will guarantee that more people will dance on the street if Trump, or Modi gets killed, doesn't mean it is righteous to do that.


One supreme leader replaced by another, even more hardline, supreme leader. Trump failed.

Hey now, the JCPOA was designed to prevent Iran from getting nuclear weapons, and was working effectively at doing that. That’s completely different from what Trump is demanding now, which is to prevent Iran from getting nuclear..

Wait I think Trump dementia’d again


Israel would still get the US to attack Iran regardless.

I get where the authors are coming from with these: https://github.com/drona23/claude-token-efficient/blob/main/...

But I'd rather use the "instruction budget" on the task at hand. Some, like the Code Output section, can fit a code review skill.


Agree it's a thin disguise. It works because the same sword hangs over Trump's head as well. He needs the price of oil to not spike too high so any oil supply is welcome.

And for all the heated rethoric, both sides have shown a certain restraint so far, which is encouraging. It doesn't feel like a deal is out of the question.

No point in making a deal with the US, they always welch.

> No point in making a deal with the US

Hot take on the internet. Different picture when bombs are raining down on your infrastructure.


Jamf shareholders got very lucky. The acquisition closed less than 2 months ago. Tough day for the new PE owners, though.

https://finance.yahoo.com/news/francisco-partners-completes-...


Not so sure about this. The level of configurability in AB is significantly less than what is available in established platforms like Jamf, Addigy, etc. The AB offering seems squarely targeted at smaller orgs, and may be a great fit, but is nowhere near as mature as a midsize/enterprise customer would need.

That said, who knows where this will go in the coming years.


Can't wait to see the price of the first US made home router. We [USA] really need a formal designation of trusted supply chain partners. Would improve security and make a useful bargaining chip.


No one would trust a US made router for fears of backdoors. Even if they did manage to make one, the market would be minuscule for it.


I'm much more worried about my own government spying on my than someone in China.

but they trust routers from china?


It’ll probably get rolled into ISP’s available hardware because (I believe) most people just lease from their ISP anyway. We’ll just eat the cost regardless.


Now map property taxes per acre and tell me who's subsidizing who in this country. Urban3 has been doing the work: https://codesigncollaborative.org/urban-revolution-through-d...

Municipal costs per resident are effectively the inverse of these maps because the more spread out people are the more roads, pipes, etc are required to reach them.


We're directly inspired by Urban3 and our hope in releasing these tools is to enable more people to be able to do this work directly themselves and share it with their elected officials!


Appreciate what you're doing!


If this was human written sarcasm, bravo.


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