Lightnews — Scholar-powered news

Dare Obasanjo @carnage4life.bsky.social · 8h

Apple has removed Eyes Up, an app that aggregates videos people have published on social media documenting abuses by ICE, from the App Store,

Apple’s ongoing crackdown on anti-ICE apps continues.

Apple Banned an App That Simply Archived Videos of ICE Abuses

Eyes Up's purpose is to "preserve evidence until it can be used in court." But it has been swept up in Apple's crackdown on ICE-spotting apps.

www.404media.co

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Dare Obasanjo @carnage4life.bsky.social · 9h

Gold being up +52% this year is currently my biggest recession indicator.

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Dare Obasanjo @carnage4life.bsky.social · 12h

Investing in AI after ChatGPT because you thought we’d soon invent AGI is like investing in Bitcoin after Satoshi’s paper because you thought it’d be the currency of the future.

Whether or not your prediction will ever be true remains to be seen but you still got rich just from the FOMO factor.

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Dare Obasanjo @carnage4life.bsky.social · 13h

The real questions are

1. Is there a plausible path to AI tools providing enough value that OpenAI will 10x their revenue by 2030?

2. If we achieve AGI, what happens to humanity when an app can do most of the work of the average white collar worker with a negligible error rate?

The flawed Silicon Valley consensus on AI

Serious questions remain about what will happen if we do — and don’t — replicate human intelligence

www.ft.com

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Dare Obasanjo @carnage4life.bsky.social · 13h

LLMs aren't actually intelligent but are more akin to synthesizing Google search results for your question then guessing where there are gaps in data. This doesn't seem like a path to intelligence.

That said, you don't need AGI to generate massive financial upside or productivity gains.

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Dare Obasanjo @carnage4life.bsky.social · 15h

No shit, Sherlock.

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Dare Obasanjo @carnage4life.bsky.social · 16h

Ben Thompson has now realized his criticism of OpenAI’s API business being a distraction that steals GPU capacity was wrongheaded.

This is a good example of how while Ben’s industry analysis is solid, his product instincts are less so. I tend to take all his strategic takes with a pinch of salt.

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Dare Obasanjo @carnage4life.bsky.social · 16h

As a former PM for Facebook Login, I find fascinating the vision that every app will have AI and they want that AI to be your personalized ChatGPT.

This motivates both their API business and announcements like apps in ChatGPT.

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.

stratechery.com

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Dare Obasanjo @carnage4life.bsky.social · 17h

If we’re lucky America may recover from the damage of the Trump administration in a few decades. But more likely, we’ll simply never recover.

Reagan caused damage that’s so permanent that people can’t imagine it being otherwise, let alone recovering from them. Such as top tax rates from 70% -> 28%.

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Dare Obasanjo @carnage4life.bsky.social · 17h

More details in the article below

OpenAI wasn’t expecting Sora’s copyright drama

It felt “more different to images than people expected.”

www.theverge.com

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Dare Obasanjo @carnage4life.bsky.social · 17h

Sora is a stunning technical achievement, but 2 choices were poorly thought out:

1. Letting people create & share copyright violations like Pikachu vs. Sonic fistfights is a DMCA minefield.

2. Allowing users to deepfake others into crimes or slurs is an abuse disaster waiting to happen.

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Dare Obasanjo @carnage4life.bsky.social · 1d

Incels rebranding themselves to the manosphere is probably one of the most successful rebrands of the century.

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Dare Obasanjo @carnage4life.bsky.social · 1d

You come at the king, you best not miss

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Dare Obasanjo @carnage4life.bsky.social · 1d

I guess Optimus isn’t going to save the day. Tesla has given up on making thousands of Optimus robots this year given technical challenges.

Supposedly 80% of the future value of Tesla is these robots they don’t know how to make.

As Elon Musk Preps Tesla’s Optimus for Prime Time, Big Hurdles Remain

When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of his plan to impress shareholders will be a dancing troupe of Optimus bots, the humanoid machines that he...

www.theinformation.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

Tesla announced a cheaper Model Y with fewer features for $5,000 less. Unfortunately with the loss of the $7,500 tax credit this is effectively a price hike for a worse car.

Investors were not impressed and the stock ended down -4.45% today. Looks like it’s time for Optimus robots to save the day.

Tesla Prices Cheaper Model Y At $40,000. TSLA Stock Falls.

The Model Y and Model 3 Standard variants aren't as cheap as many had hoped.

www.investors.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

Ben Thompson argues that OpenAI commuting to spend $1 trillion dollars over the next five years on AI infrastructure and investments makes them the Windows of AI.

Honestly this sounds more like being the FTX of AI by spending money they don’t have to prop up the ecosystem.

OpenAI’s Windows Play

OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.

stratechery.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

People like calling Trump an idiot yet the list of people who everyone thought were the power behind the throne but were eventually discarded by Trump grows longer each year.

Elon Musk Was Donald Trump’s Useful Idiot

It’s looking increasingly likely that the world’s richest man got played.

foreignpolicy.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

Be racist AF?

Marc Andreessen says more founders need to read 'the Elon playbook'

Elon Musk ripped up the traditional playbook for managing companies. A16z cofounder Marc Andreessen said other CEOs should follow suit.

www.businessinsider.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

Ben Thompson has pulled a 180 on Sora since it went viral. Now he sees it as a real Instagram killer

1. Instagram followed TikTok in prioritizing public content, leaving room for a friends-only feed.

2. Instagram can’t copy Sora without mixing AI slop into human posts and that clash is too jarring

Sora, AI Bicycles, and Meta Disruption

Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

stratechery.com

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Dare Obasanjo @carnage4life.bsky.social · 1d

OpenAI just announced a developer platform letting non-EU users interact with apps like Figma, Spotify, Expedia, and Zillow directly inside ChatGPT.

It’s a paradigm shift I’ve been wanting. Just this weekend I wished I could use ChatGPT to ask AllTrails about my recent hikes, now I actually can.

Introducing apps in ChatGPT and the new Apps SDK

A new generation of apps you can chat with and the tools for developers to build them.

openai.com

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Dare Obasanjo @carnage4life.bsky.social · 2d

OpenAI just announced ChatGPT has 800M users and now lets you interact with apps directly in chat.

I just asked Spotify inside ChatGPT to make a playlist that I then listed to in the Spotify app.

Just last week they added in-chat shopping. OpenAI is really lapping the entire industry right now.

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Dare Obasanjo @carnage4life.bsky.social · 2d

“AI is just badly recycling and regurgitating the past to be reconsumed. You are taking in the Human Centipede of content, and from the very very end of the line, all while the folks at the front laugh and laugh, consume and consume.” - Zelda Williams to people sending her AI videos of her dead dad

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Dare Obasanjo @carnage4life.bsky.social · 2d

Due to the proliferation of AI, I’m debating on instituting a rule that I won’t read your document unless you prove you’ve read it yourself.

It’s now a given AI is being used to create docs but also a given that many people aren’t reading the docs before sharing them with others.

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Dare Obasanjo @carnage4life.bsky.social · 2d

Sam Altman is laying the groundwork for OpenAI to be declared too big to fail by the U.S. government. At this point the stock price of AMD, Nvidia and Oracle all have OpenAI growing revenue 20x by 2030 baked in.

It’s not a systemic risk but it isn’t nothing either

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Dare Obasanjo @carnage4life.bsky.social · 2d

OpenAI may have found an infinite money glitch. AMD stock is up 25% after OpenAI pledged to spend billions it doesn’t yet have on AMD chips over five years plus OpenAI gets 10% of AMD if it follows through.

Altogether, OpenAI has now promised $1T in purchases in deals with AMD, Nvidia, and Oracle.

AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker

OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.

www.cnbc.com

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