cybersecurity, devsecops, orchestration. and sh*tpoaster, apparently.
Joined April 2012
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I didn't believe you about the Republican policies pushing mfg overseas (vis-a-vis Democrat policies). But it does appear that most mfg job loss (as % of pop) corresponds directly with Republican presidents. At least after 1960.
I had missed that SpaceX is planning to compete directly with T, VZ, TMUS.
A Citi analyst questioned Verizon on Starlink's potential mobile entry.
$VZ CEO Dan Schulman gave a long answer, arguing that building a competitive terrestrial network would cost SpaceX $300B–$500B over 7–8 years and ruled out MVNO partnerships.
"90% of executives say AI hasn’t yet boosted productivity at their companies, per an Atlanta Fed working paper."
That paper was from March 2026, so hardly representative of current model / harness capabilities.
But: still no findings of productivity improvements. 🤷♂️🤔
The AI layoff gamble is backfiring.
Companies that rushed to replace workers with AI are now cleaning up the mess, per The Guardian.
Meta scaled back plans to cut staff and use more AI agents after employees spent growing time cleaning up the agents’ technical and security errors. It’s now rehiring managers.
Microsoft and McKinsey are limiting employee AI use as costs pile up.
Walmart workers say AI scheduling and task tools set impossible standards and generate false alerts.
The payoff isn’t showing up: 90% of executives say AI hasn’t yet boosted productivity at their companies, per an Atlanta Fed working paper.
Yet more than 112,000 US job cuts this year have cited AI, per Challenger, Gray & Christmas.
ESPECIALLY the AI companies themselves don't have great security! 😂
But he's ignorant. Google had some very interesting high-resilience concepts c 2017 that would be very applicable.
Calif CEO @XorNinja says cybersecurity has no playbook for stopping 1,000 AI agents attacking a network simultaneously, even if defenders can detect them:
"Attackers always adapt faster and earlier than defenders. Even the AI companies themselves don't have great security."
"Imagine you enter a cage fight, but you are blindfolded and the other guy stay in the dark, and every once in a while they would come out and punch you and then disappear."
"How could you win that fight?"
"I was at Google and that's basically the mantra at Google. In security you have three things: prevention, detection, and response. And Google accept that prevention gonna fail at scale."
"You can detect them, but does it help you if you find that there's maybe a thousand agents hacking you right now inside your network? How can you contain them without a full shutdown of your system?"
"This actually requires defense to come up with a new paradigm. I haven't seen anybody come up with a good idea here. We're not there yet."
@calif_io
It looks like the Dem gambit of just assassinating folks they disagree with is really paying off.
A lot of folks think Upton Sinclair was talking about personal corruption, but he was really referring to the process by which folks rewire their worldview to satisfy their incentives.
Once you see it you see it everywhere.
Incentives do not need to be material or net beneficial to change behavior.
They just need to be noticeable.
Many of us, if not most, will optimize anything that’s out in front of us, even if it doesn’t matter or is wasteful after considering time invested.
Examples:
1. The billionaire who continues to amass wealth
2. Game apps like Candy Crush with their “streaks” and “records”
3. The person who travels across town to return a $15 t shirt
4. The business person who burns money on Facebook ads to accumulate airline points
How to use this information:
If you have a business, create incentives for your customers to share your products or make more purchases. They don’t need to be big. They just need to exist and they will cause people to share and spend. Note that doing this for products that are bad for the customer is evil.
Don’t allow yourself to get sucked into net-negative incentive systems in apps or credit card points.
Billionaire philosopher Charlie Munger said “incentives-caused bias” was one of the most powerful forces in human nature.
Now you know that the incentive doesn’t even need to big or net-positive to induce participation.
RH are actually trying to provide adequate agentic access control. Maybe I should try it.
But it is RH, liable to have a lot of untested code.
Robinhood CEO Vlad Tenev says 150,000 customers have opened agentic trading accounts with total ~30 million tool calls a day:
"Agentic trading [has product market fit].
Having an agent execute your trades and do a strategy for you. We're seeing really strong adoption. Over 150,000 customers have opened agentic trading accounts with us in the few months since we've launched it.
The last number we announced was something like 30 million tool calls per day.
You can kind of think of it as if you're a Claude Code or a Codex user, it's almost like a tool like that that's optimized for trading."
19 year old, ran unopposed, now he'll be Superior Court Clerk with 600 employees.
He probably won't be any more incompetent than the rest of the folks so thoughtfully elected. 🤷♂️😂
“His grade point average, around 3.25, is not extraordinary…”
Oh it’s extraordinary at ASU.
Just not in the way you want.
nytimes.com/2026/11/07/us/po… via @NYTimes
This would be a particularly nonsensical algorithm, forcing equity sales when equities fall-- a positive feedback loop (positive eigenvalues = unstable) with no apparent attempt to deconflict target windows. 🙄
Typical moronic fintech trash.
To be fair, the 10 non-working folks pictured are constantly busy too... trying to find ways to avoid doing their job.
I remember for decades noting that the US had 5x as much retail space per capita as almost every other country. Nobody cared until it crashed.
The US already has half of all datacenters globally. Why wouldn't we believe the poorly-planned buildout is overbuilt? 🤔
$OWL Blue Owl Capital CFO argues that data center investments are fundamentally long-term real estate credit exposures, not direct bets on AI.
"We're not making a bet on AI when we invest in data centers. What we're doing is very simple. We're buying or building buildings for investment-grade tenants and signing long-term leases, period. We're taking Microsoft, Amazon, Meta credit risk."
Not-so-green: China's energy policy still includes more coal than the rest of the world combined. 🤔
As an overseas Chinese who has worked on China’s energy transition and energy security for more than two decades, I’m tired of German commentators selectively using China and mis-represent China to fit a green narrative.
Yes, China is building vast amounts of wind and solar. But unlike the permanent subsidy model some Germans still defend, China ended national feed-in tariffs for new solar and wind projects from June 2025. After more than twenty years of government support, these technologies are expected to compete in the market.
At the same time, China is adding more coal capacity than the rest of the world combined, and building more nuclear reactors than the rest of the world combined.
My generation and older generation of Chinese still remembers food and energy insecurity. We do not take modern industrial prosperity for granted. China’s approach has always centered on securing energy and food supply in a changing climate — not on treating intermittent renewables as an ideological end in themselves.
That pragmatic multi-source approach is the actual story about China, not the misleading version currently circulating in Berlin by wind and solar lobbyists.
Gemini tells me of two counterexamples, but also says it should have been closer to 350 if the choice of writers was not biased. 🤔
A statistic that sounds fake but isn't: Not one single white American man born after 1984 has published a work of literary fiction in The New Yorker.
It's not because they stopped writing. It's because The New Yorker has refused to publish them. The publishing industry has blacked out a generation of male writers & then they wonder why boys don't read.
ᶜʸᵇᵉʳˢᵉᶜᵘʳⁱᵗʸ retweeted
“AI benefits attackers more” is completely false.
Use it for detection, triage, response, validation, shipping patches, threat modeling, writing rules, searching your SIEM, scanning logs, in addition to everything attackers use it for.
I think it benefits defenders more!
Government corruption and high cost of living drove the election results. Both parties now doing their best to ignore these issues since they are the biggest promoters of them.
ᶜʸᵇᵉʳˢᵉᶜᵘʳⁱᵗʸ retweeted
1615 L St. NW Washington, D.C. sold for $45M ↓80% from its purchase price 10 years ago.
Purchased for $229M in 2016.
Owner failed to pay off its CMBS debt at maturity in September 2023, and a court appointed a receiver, Trigild, in July 2024.
417K SF Built 1984 27.6% Leased
bisnow.com/news/washington-d…
Market concentration with much higher prices.
Corruption and high cost of living in a single noxious package.
