DSHR's Blog

Exhibit 1 The same day I posted Downgrades Peter Oppenheimer et al from Goldman Sachs (GS) weighed in on the same topic with Competition for Capital: "There are two themes dominating our investor conversations: the impact of AI and the rise in interest ra…

10-year Treasury yield Recently, interest rates for government debt have been rising worldwide.

The Village Idiom explains: In the idiom "eat one's seed corn", the phrase refers to consuming or disposing of valuable resources without considering the long-term consequences.

Estimates are that, to justify the AI platforms' enormous capex plans, by 2030 they need to be generating around $2T/year in revenue.

Source Datafinnovation are out with more impressive research described in a blog post entitled Losing The Blacklisting Race and a paper entitled Enforcement Speeds In DeFi: Limits to a Race Against Time by Ben Charoenwong et al.

Eight years ago I posted Optical Media Durability and discovered: Surprisingly, I'm getting good data from CD-Rs more than 14 years old, and from DVD-Rs nearly 12 years old.

Cybercab Liam Denning reports on Tesla's quarterly results flop in Someone Call Tesla a Robotaxi, or SpaceX, Quick.

2021 Media Shipments Exabytes Revenue $/GB Flash 598 $68.6B $0.115 Hard Disk 1418 $28.0B $0.020 LTO Tape 59.2 $0.51B $0.003 I summed up my big picture view of archival media eight years ago in Archival Media: Not a Good Business.

Whisky Still The original function of a Web server was to respond to queries by revealing the appropriate part of their internal data.

I have been a small part of the chorus of voices critiquing the AI bubble that I described in Portents Of Doom.

Elon Musk is the world champion of totally implausible projections, and Kim Khan reported on a personal best in SpaceX sees total addressable market rivaling size of the U.S. economy: The $28.5T forecast compares to U.S.

Boeing's PDP-7/340 Most of my career has been involved in various ways with computer graphics.

Divine, Pink Flamingos Wikipedia defines Coprophagia as "the consumption of feces".

A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's free".

Source Back in February I posted The Kessler Syndrome, which also included a brief section mentioning the impacts of the proposed megaconstellations on the environment, specifically global warming from CO2 and black carbon, and depletion of the ozone laye…

Once again I attended most of the library of Congress' Designing Storage Architectures workshop remotely.

J.P.

XKCD #538 A year ago I wrote The Risks Of HODL-ing sparked by Mitch Moxley's They Stole a Quarter-Billion in Crypto and Got Caught Within a Month.

Via John Markoff, I was invited to a conversation with Jonathan Dotan and the students of his EE292J course entitled Designing for Authenticity.

Source This is the promised follow-on to Flooded Zones Part 1, which discussed the Distributed Denial of Service (DDoS) attack being mounted by AI against the scholarly publication system.

Tom Cowap CC-BY-SA 4.0 Three years ago in Flooding The Zone With Shit, my first post on the AI bubble, I wrote: My immediate reaction to the news of ChatGPT was to tell friends "at last, we have solved the Fermi Paradox".

Potential Attack Target Suppose some genre of content is under attack by powerful adversaries.

PsiQuantum's computer Four and a half years ago I wrote The $65B Prize about the potential reward for developing a "sufficiently powerful quantum computer" capable of cracking Bitcoin's encryption.

I have wanted to write this post for a long time, but I was waiting until I could visit the invaluable Royal National Theatre Archive to check my memory of their early productions.

Source Around twelve years ago, Google figured out the fundamental problem facing Tesla's Fake Self Driving.

A fundamental problem for decentralized systems like permissionless blockchains is that their security depends upon the cost of an attack being greater than the potential reward from it.

Source I, for one, welcome our new insect overlords Kent Brockman in "Deep Space Homer", The Simpsons In recent months Cyberdyne Systems Corporation and its many subsidiaries have made very encouraging progress towards removing some of the major road-bloc…