He's a Christian Zionist which is the belief in the fulfilment of old testament biblical prophecy. This seems diametrically opposed to Nazism to me, ideologically. I don't know how you'd square the two.
Nazism is as eschatological as Marxism (class vs racial struggle) and many other secular/religious ideologies with utopian endpoints.
Depending on your point of view there's no difference (because the end justifies any means), but I think the True Believers of these ideologies would beg to differ.
Having grown up in some rather terrible places and having the displeasure of close proximity of American Nazi types I'd have to say that in the US there are very few German style true believer Nazi's. The modern ones have a mixed system of odd Christian and Nazi views mixed together, with a strong emphasis on racism/racial purity/and gods chosen people.
>Christian Identity (CID) is an antisemitic, racist theology that gained a foothold during the Civil Rights Era and reached a prominent position within the racist right by the 1980s. “Christian” in name only, CID doctrine claims that white people, not Jewish individuals, are the true Israelites favored by God in the Bible. The movement has maintained a contentious relationship with evangelicals and fundamentalists, who believe that the return of Jewish people to Israel is essential for fulfilling end-time prophecy.
>>While the CID movement may be small, its rhetoric has seeped into more mainstream Christian nationalist ideologies, such as Dominionism.
Actual CID churches are few and far between themselves their ideas are very common in online forums and quickly adopt memes and theories that mirror their views. 'Replacement theory' is one of these that's common in more mainstream America.
Zionists are not that far off though. For many Zionists parallels include: Like to be militarist and maximalists in their opinion about what land should belong to them. Applaude and show no shame for committing genocide. Employing starvation as a means of war/conflict. Showing no regard for civilian lives.
How the rest of the Zionists, who when prompted about such matters may not subscribe to these believes, who might exist, square their ideology with with what has been going on in reality, I have no idea.
zionism as belief that a group of people has a right for self determination != zionism as war justification. I recall there are different flavors and lumping them together is not helping anything.
I wish you would have either read more carefully, or at least not make it seem as if I stated things, that I didn't. As it stands, your comment basically just makes me shrugg. Thanks for telling me that they are a belief group? Thanks for telling me basically any religious nuts group has various flavors?
Christian nationalists, Identity Christianity, and Nazi's are strange bedfellows. They all want chaos to occur so they can take power. Also don't expect any rational ideology out of the groups. The Christian ones commonly have beliefs that the jews killed Jesus so they are bad (or at least very complicated), and also war Jesus is coming to smite his enemies (who seems to be everyone except the Nat-C's). Actual Nazi's have quite a lot of overlapping beliefs, e.g. racism, ideas about racial purity, not actually like the jews, or really anyone that is different from them.
I was raised in proximity to a lot of people like this and got to hear all their spiels growing up, and saw a number of them end up in jail for terrorism plots.
It depends on where you're using AI. If you're working on a project for yourself or in a tiny company. Then sure, writing the code probably was your bottleneck. But at mid to large companies writing code is maybe 50% of the job, and the other 50% is the process around it. All those processes are the bottle neck, no matter how fast you can write the code. And this was a bottleneck I was hitting well before AI.
I'd put it even lower than that, since there's also the "understand the problem space" portion outside of the external processes and before writing the code.
> Can you type a hundred lines a second? If not, then it is.
No one has ever needed to do that for something that is new. And if it’s not new, you want to do it repeatedly with some guarantee of reliability. Not just in an uncontrolled manner.
That is why we have snippet systems, macros and code generators. And the best with code is to solve problem once and reuse the solution. Which we have done with libraries, frameworks and supporting software.
They need to financially engineer a good looking quarter beforehand.
Perhaps Larry Ellison can cut them a nice quid pro quo for a few months to make OpenAI look profitable (like the SpaceX/Anthropic deal), although that's probably unlikely given the debt Oracle is taking on to build it's infra.
I understand the scepticism around Google's deal with SpaceX, given the former holds a stake in the latter. But Anthropic buying SpaceX's compute doesn't have any related-party smell to it. That genuinely looks like SpaceX having cornered some valuable compute.
I'm actually talking about both. WSJ publishes Anthropic artificial profitability. Days later the reason for the profitability appears in SpaceX S-1; it's compute costs were artificially suppressed. Both are going public. It's a quid pro quo.
This is a reasonable accusation! It doesn't make a lot of sense–the Journal article is worth a hell of lot more than SpaceX referencing Anthropic's profitability. And we have zero evidence for it–one could raise this accusation against any compute partner Anthropic were to buy from.
Reasonable. The influencers who just learned the term circular financing are mostly idiots. The ones pointing out the conflict of interest with Google are technically correct, but the conspiracy takes so many moving parts to yield such little gain that it would have to be particularly stupid in vision yet competent in execution to pull off.
But asking if there is a quid pro quo between Anthropic and SpaceX? Like, there could be. We have no evidence of it. The S-1 mention doesn't make any sense. But they're both going public and if I were a journalist I'd look into it.
The base case, that there is commercial value to xAI's datacenters that folks in the frontier-model space are competing to get access to, does seem to be one folks here are actively rejecting.
> That's nice way to say "invested in AI that turned out to be flop nobody wants to pay for so they are selling spare capacity"
Both takes are true. xAI invested in capacity that was supposed to yield frontier-model-maker margins. Grok failed to generate enough interest. So now they're selling it.
That's absolutely a good business, in a way that's more certain than the frontier-model one. But it's also lower margin, which doesn't support the sort of valuation SpaceX is going for.
What I don't understand is how it's even a good low-margin business. Maybe I'm missing something but:
Data centers (before recently) are low margin businesses because all the inputs are commodities: you buy power (joules), power (PDU), cooling hardware, physical racks, etc.. from the same vendors as everyone else. Worse, your biggest potential clients have the scale to just build it on their own and cut you out because of their scale and because you don't bring anything unique (outside of maybe physical proximity to an interesting market)
xAI has all the same commodity inputs plus another huge upfront capital expense (GPU/storage/networking), and their customer base is exclusively the well-funded companies who would normally just build it on their own.
I assume that they can't get better deals from nvidia than (e.g.) Microsoft because of their scale, so the unit cost of their inputs is the same or worse than their clients.
So the whole game is hoping that they hope to charge more now because people can't build fast enough and try to recoup their upfront costs before either a) other capacity comes online and b) the installed hardware becomes obsolete.
I'm being earnest -- it seems like they're trading one tiny margin service (datacenter) for another tiny margin service, with the added difficulty that there's an additional 10 figures of upfront expenditures and their viability depends solely on paying everything off before the price floor drops. Maybe it's staunching the bleeding, but it seems like not a great move
It's like buying a ticket for a concert, realizing you can't go and that you can resell it for more than what you paid.
You're right that long term it should stabilize into a low margin business.
Elon is also much less risk averse than others, which helps to build stuff fast, possibly cheaper, pushing legality to the limit. Colossus was definitely built much faster than anything else. I think building datacenters suits him better than a pure software play, where "move fast break things" is already the norm.
The concert analogy makes sense (I analogized it as "staunching the bleeding").
WRT SpaceX building data centers: I think there's a natural tension between a "low margin business" and "being risk adverse". SpaceX (the rocket business) did well because it was high risk and high reward. Building a 10b datacenter to hope to get a slice of a low-margin industry is high risk and low reward and just seems fundamentally like a losing strategy.
AI compute hardware is not a commodity. And in a shortage, commodities can command high margins.
xAI has lots of NVIDIA GPUs and HBM. It also has permits and power hook-ups, both things that are getting harder to come by day by day in the U.S. Natural gas is a commodity. Doesn't make having lots of right now bad business.
> the whole game is hoping that they hope to charge more now because people can't build fast enough and try to recoup their upfront costs before either a) other capacity comes online and b) the installed hardware becomes obsolete
Correct. But charging people now generates incumbency advantages that make beating (a) and (b) easier. (From what I can tell, (b) isn't an existential issue, at least for xAI, because they've basically already recouped their investment with commited contracts they'd have to fuck up on to lose.)
> AI compute hardware is not a commodity. And in a shortage, commodities can command high margins.
I don't see the distinction you're drawing about "commodity", but I'm happy to be wrong on that. My point was that spaceX's ai division is buying all their inputs from external vendors and can't meaningfully differentiate themselves from person Y who buys all the same hardware except for the fact they bought them first. Which...
> Correct. But charging people now generates incumbency advantages
I don't see now this is an "incumbency advantage". There's nothing that sticks their clients to stay there and sign up for the next data center.
In the west, there's no actual competitor to NVIDIA hardware. Yes, people make other chips, but nothing is a serious drop-in replacement for the nv stack. Between the networking and software, they're truly a different "thing" of accelerator, and I don't consider them fungible at all. The US government tried to build 3 supercomputers with each of nvidia/amd/intel accelerators and you can see how it went
Well, in a largely token-based AI market it doesn't matter what hardware you use to generate those tokens - Google use TPUs, Amazon/Anthropic use Trainium, Musk is apparently contracting with Samsung to have his own chips built...
I expect that Google are renting SpaceX NVIDIA GPUs so they can resell to corporate GCP customers at higher rates, but if the AI growth story remains intact then I would expect the GPU-agnostic token demand to be much higher than the NVIDIA-specific rental demand.
You're not wrong in the long term, either in general or for SpaceX.
In the long term, hopefully the market stabilizes, new entrants can challenge Nvidia etc. But of course maybe not!
However for SpaceX, this is a dead end move. They made a good decision on buying this compute when they did but they failed to use it to create a compelling model.
So they're selling access to recoup some of their investment (maybe a profit?). But what's the plan as these chips age out over the next three to five years? Become a compute company? They claim they want to... in space!
Regardless, they bought some valuable chips, failed to use them, but can now sell access and recoup over the next few years before they become outdated.
I wonder if they do have non-commodity AI capabilities, just, ones that don’t translate into a world-class frontier model.
Like they might have hired really good AI infra folks, gotten really good uptimes on their nodes, gotten folks who really know how to configure Infiniband (or whatever). But then, didn’t find the folks who knew what to run on that infrastructure. Or maybe Grok just had too much political drama around it.
Maybe they have something else im the books, I truly have no idea. But once you get down from the top rung of full-bandwidth cross section networking at the 100k node networking scale "AI" infra, theres no shortage of people who can do that. Most importantly, labor isn't the big chunk of the outlay. Even if they have 50 engineers clearing $1m/yr, that's pocket change for everything else
EDIT: said 50 engineers at $50m/yr originally and meant 50 @ $1m/yr
Datacenter is an ok business, but as you say it shouldn't be getting the same growth multiple (P/E) as a high margin rapidly growing software business.
There is also a question of how sustainable this datacenter rental demand is. It would seem unexpected if Anthropic and Google continue renting from SpaceX for more than a few years, and both contracts can be cancelled with 90 days notice.
I think the reference was to Elon giving Dario a two-month discount on compute as part of the deal and Dario immediately announcing a profitable quarter based entirely on that discount.
When Anthropic spends on xAI, it benefits Google. When google spends on xAI, it benefits Google. When xAI spends on Google, believe it or not, that benefits Google.
This is how a Ponzi -style circular financing scheme typically works.
> When Anthropic spends on xAI, it benefits Google
Unless Google is directing these transactions, this is not a novel issue. (We see a similar effect with mutual funds owning most companies [1]. It's a weak effect.)
> This is how a Ponzi -style circular financing scheme typically works
No. It's potential conflicts of interest. It's not circular financing. Circular financing follows the cash. When NVIDIA invests in OpenAI so OpenAI can buy NVIDIA chips, that is circular financing.
I think it depends on how you view the payout google will get when these companies IPO and give Google exist liquidity and a nicer looking balance sheet, if needed, either or.
> it depends on how you view the payout google will get when these companies IPO and give Google exist liquidity and a nicer looking balance sheet
Google has a fantastic balance sheet with or without these investments. None of the recent deals have uniquely enabled an IPO. So they'd be playing to increase their stakes' value by a few points ahead of a dump, a dump that would almost certainly wipe out much more than they'd stand to gain by trying to make someone else a dollar so they get nickels and dimes out of it.
If you were to treat all the hyperscalars as one company with one 10-K then Anthropic buying compute from SpaceX/xAI is an internal bookkeeping transfer between two departments. It isn't the same as top-line revenue into the AI companies. It is still mostly just financing money that Anthropic raised being transferred to SpaceX.
> If you were to treat all the hyperscalars as one company with one 10-K then Anthropic buying compute from SpaceX/xAI is an internal bookkeeping transfer between two departments
This is literally true for any revenue. Treat the buyer and seller as a single company and their transaction is internal.
Because it is hiding the fact that there's very little external revenue coming into the AI sector compared to the costs. AI companies doing business with each other isn't net revenue into the sector. Treating the whole sector as a single entity isn't arbitrary.
> it is hiding the fact that there's very little external revenue coming into the AI sector compared to the costs
There is a lot of revenue dumping into this sector. If there weren’t, you’d have a point about manufactured numbers. But I don’t think anyone seriously doubts Anthropic and Google are hauling in serious dough.
The question, as you point out, is how much they are keeping. But xAI selling compute doesn’t really hide any of that. If anything, given the prices Musk is getting, it adds to the cost line. (And xAI isn’t masking compute revenue as Grok’s.)
Hyperscalar capital spending for 2026 is going to be in the close neighborhood of $700B, which is over 2% of US GDP. That is about 3x the GDP spend of peak Apollo program in the 1960s, and about the same as the telecom/fiber buildout of the late 90s and the railroad buildout of the 19th century (both followed by a collapse). And there just isn't that much revenue coming into the system, and there aren't the productivity gains coming out of it. When 95% of corporate AI initiatives are still failing, the value proposition isn't there. And if you try to look at something like Microsoft's reported $37B in AI revenue a lot of that is really internal spend from leasing compute to OpenAI, which it partially owns. The real revenue coming into the AI industry is likely well under $100B this year, and the productivity gains to end consumers is likely much less. So if you think a few $10B/yr here or there is "serious dough", it just isn't enough to fill the gap. And OpenAI should burn through $14B this year, up by a factor of 3x over last year. Anthropic has a projected revenue for 2026 of $26B and is running around cash flow neutral, but that doesn't approach the $700B spending gap. And that is with accounting that depreciates GPUs on 5-6 year schedule instead of the more realistic 2-3 year schedule--so Anthropic may kick the can down the road a bit, but in 2-3 years they'll still be depreciating GPUs that they're throwing away and having to replace (of course this may be WHY Anthropic is leasing compute from xAI since then that accounting hit falls on xAI instead of Anthropic).
In 10 years, we probably will have $700B/yr in productivity gains and revenue from LLMs, but we're not going to be able to sustain $700B/yr in capital spending until we get there. And the problem is much worse than the fiber buildout of the late 90s. Fiber built out in 1998 was still usable 10 years later. The GPUs that are being built out today are going to be obsolete trash in 3 years.
Anthropic basically did that by getting two months of free compute from SpaceX. As I recall, this is how they were able to claim that they were profitable. But in reality, they are only profitable for those two months.
Support for Israel is present in the entire establishment, Democrat or Republican. Whenever Israel goes too far, a president suddenly leaks Netanyahu criticism like Biden on the hot mic where he said that he'd tell Netanyahu to have a "come to Jesus" moment or Trump leaking that he shouted at Netanyahu during a phone call.
This admin is special in that it blames proxies for wars that it started or provoked. Biden owned the Ukraine war, Trump blames the EU for wanting to continue the Ukraine war while Anduril and Eric Schmidt (https://www.techradar.com/pro/ex-google-ceo-is-key-to-ukrain...) are selling and testing their new drone tech.
In the case of Israel, you can say that there is direct influence from Kushner, Witkoff and Mark Levin. We'll see if Congress and Senate will get a 2/3rd majority to stop the war agaist a potential Trump veto. I don't think so. Until they do, I consider all resolutions with a simple majority to be theater for the midterm elections.
Among USA evangelicals, support for Israel (and specifically the country’s belligerence) has notably little to do with Judaism itself or the Jewish people.
Do you mean the marginal cost by the producer, or the cost on the consumer? I can't see the price of electricity falling much, and the demand curve is apparently exponential if the hype is to be believed.
DeepSeep V4 Pro is 99% cheaper than similarly performing models were 2 years ago (if such a model even existed).
Computing has always been about how to wring out more efficiency. The ENIAC was 150,000 watts, with 3 phase 240 volt power, and cost about $500,000.
My day to day laptop (a year old) is 35 watts, with 1 phase 20 volt power, and cost $1,000, so that's 99.98% less power consumption, 99.8% cheaper, and it has about 10 orders of magnitude more computing power, all on a time span of 80 years.
It died before AI came around and today's coding agents are somewhere upwards of twice as competent as whatever the state of the art of automatic coding was in 2020. 8I
A good chunk of that was one-time gains from shifting GPU and memory architectures to better match what LLMs need at scale as well as some algorithmic improvements. Most of the low-hanging architecture optimization has already been harvested. We'll certainly have more algorithmic gains but the consensus is they'll generally be smaller and less frequent.
There's always a chance we'll have some dramatic gains far larger than DeepSeek's optimizations a year ago, but it hasn't happened again yet at even that scale. It would be nice but I certainly wouldn't count on it.
I like the alliteration but the article is trying to pitch a dichotomy where one need not exist. China is a good example of classical fascism with 21st century characteristics and according to the article it's working great for them.
> The Metropolitan Police are (justifiably) expecting this protest to turn into a violent riot
Robinson has organised 4 London rallies in recent years and this is the second Unite The Kingdom rally. So what makes you think this will be the one which turns violent?
It's basically families listening to speakers on a stage.
Perhaps it will be the first protest where FR is used, but the first pilot (which ended in March) just put 2 FR cameras on a street in Croydon and they arrested "170 wanted criminals" in 6 months.
A 36-year-old woman who had been unlawfully at large for more than 20 years and was wanted for failing to appeal at court for an assault in 2004.
so she was 16 when she "disappeared" (how, where, sleeping in the streets?) and the camera can link a 16 y.o. face to a 36 y.o. one after probably rough years?
Please re-read your comment. What you wrote is as a question not a statement. And, you did it in a way that suggests it's loaded. Forcing others to infer the motivation of a disingenuous question, so they can try to extract some statement it might be making, is a poor way to communicate, because they will get it wrong, because it required understanding the mindset that you're asking the fake question from.
It's best to state statements and leave the questions for queries.
This is a bit of an oversell on their part. The offenses include:
> A 36-year-old woman who had been unlawfully at large for more than 20 years and was wanted for failing to appeal at court for an assault in 2004.
> A 31-year-old man who was wanted for voyeurism for more than six months.
> A 41-year-old man who was wanted for rape in relation to an incident which took place in November in Croydon.
> 37 arrests for breaches of court‑imposed conditions
> Darame was found to be in breach of tag conditions, in relation to an intentional strangulation and two counts of assault on an emergency worker on Monday, 8 September 2025 and arrested.
> Kastriot Krrashi, 35, of Dingwall Road, Croydon, was stopped by officers for being wanted on suspicion of breaching his conditions as a registered sex offender.
> Neville Cohen, 55 (25.05.1970) of no fixed address, was stopped by officers for being wanted for failing to comply with a condition on a Sexual Harm Prevention Order (SHPO) which required him to attend Croydon Police Station in October 2025.
These are all pretty low-hanging fruit. Most of these are misdemeanors. None rise to the level of murder. None are "persons of interest." This is literally the "overpolicing" of petty crime critical race theory bemoans. Great job, UK-- fish are quite easy to catch once you've tagged them.
The ISIS-linked kid that bombed Manchester Arena was known to every intelligence agency and was even physically stopped by venue security before being released due to concerns about racism in enforcement. He went on to commit the deadliest terrorist attack in British history: 22 dead, 1000+ injured. The cameras would not have done anything everyone in a position to intervene refused to do. He wasn't a wanted criminal until after he was vaporized by his own bomb.
It doesn't matter what your politics are, if you let the state become this efficient at catching people for offenses are minor as "failure to appear," god help you if you ever turn whistleblower. They'll spend every resource tracking you down, but that stranger you were talking to before your "suicide" will never be found. No public or private agency should have this much power.
I'm not sure what your argument is since the police enforce the law as it is, not as it should be. "Without fear or favour."
> The ISIS-linked kid that bombed Manchester Arena was known to every intelligence agency and was even physically stopped by venue security before being released due to concerns about racism in enforcement.
The bureaucratic solution to situations like the Arena bombing is to remove human judgment and replace it with 4k video analytics. The technology already exists. I don't like it either but if there is ever a way to remove decision making power from a person by means of technology or process, the bureaucracy will gleefully use it.
That's a very poor read. Most of these look like breaches of previous conviction release terms. Failure to appear isn't a non-issue. It's a bail skip to dodge a conviction.
I'll agree they're not fresh murders, but if you don't enforce the terms of a release on licence, it makes it a joke, and more importantly puts the public at risk.
You think we should just let sex offenders roam the streets without apprehending them? Or it's only OK if you spent a lot of money to apprehend them, rather than picking people from a camera feed?
The minimum standard for a "sex offence" in the UK seems to include [0] "Sharing or threatening to share intimate photograph or film" and "Sending etc photograph or film of genitals". Which (1) don't do either of those things. Ew. and (2) In a practical sense they can be pretty harmless. Maybe a fine or a strongly worded letter would be appropriate in more serious cases.
So there isn't any problem, in the abstract, with some sex offenders wandering the streets.
I can't tell if you're trolling but `unsafe { crash() }` is safe from the compiler's perspective. Otherwise you wouldn't be able to achieve anything in 'safe' rust, even print to stdout.
I think its a good question, just because the whole UB thing is such an ideological shibboleth.
Maybe its better to think about this in the reverse, where C and C++ has 'defined behavior', but unsafe rust intentionally does not, its just whatever the complier and platform lets you get away with. Ultimately its still just a computer which stores values in memory and jumps to subroutines.
Every language has defined behavior. It's what you expect to happen through a program's execution. Sometimes there will be multiple possibilities, but you can still define them regardless. Laying this out explicitly is the purpose of a standard.
Undefined behavior is everything else. C and C++ are relatively unique in that their standards explicitly say "combining these constructs in this way is undefined", and we call those cases explicit UB. There's also a larger universe of implicit UB that standards omit. Most (all?) languages have implicit UB, even if they lack the explicit stuff. What happens when you get ENOMEM is a common one.
Rust does something similar to C/C++ and lists a bunch of UB that's only possible with incorrect code in unsafe blocks. Correct code placed in an unsafe block remains defined, as does code without unsafe (up to compiler/language bugs).
Yeah, if I understand correctly, the Rust project has no intention to formally 'define' what unsafe actually does, so its very implicit. Could be anything... so it's the Does It Work? standard.
He's a Christian Zionist which is the belief in the fulfilment of old testament biblical prophecy. This seems diametrically opposed to Nazism to me, ideologically. I don't know how you'd square the two.
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