A word rarely applied to people who actually represent it, ironically.

"Heavy" refers to the amount of data being processed and the speed of that processing. Not the "Size" of the model.

We can pray, brother. We can pray or become criminals who hijack shipments.

And that it's largely propped up by government subsidies and heavily regulated with regulations that change on a dime. Whenever it starts getting really active, the government steps in to change rules and crash it. Then undo the rules and crash it again. If it isn't active, they push people to get into it and then freak out when people do, so then they change the rules again.

A fascinating example of how market regulation by people who don't want, trust, or understand market behavior can go horribly wrong.

"Heavy" refers to the amount of data being processed and the speed of that processing. Not the "Size" of the model.

I do antenna designs in spreadsheets. First the basic calculations, then the adjustment calculations for final SWR accommodations. I might try plotting out frequency sweeps some day if I get bored.

There is more to AI models than LLM. There are small specialized models that run on Apple Watches, let alone a 16GB M6 based mac.

I use spreadsheets all the time, yes they are wonderful tools. Only downside is friends teasing me, some claiming I use a spreadsheet to plan intimacy. Of course not - that's my wife's job.

Their net income (after expenses, taxes, etc) was $35 billion.

"REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026, as compared to the corresponding period of last fiscal year:
Revenue was $90.0 billion and increased 18% (up 17% in constant currency)
Operating income was $40.6 billion and increased 18%
Net income was $35.8 billion and increased 31% on a GAAP basis, and was $35.3 billion and increased 22% on a non-GAAP basis
Diluted earnings per share was $4.81 and increased 32% on a GAAP basis, and was $4.74 and increased 23% on a non-GAAP basis"
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.microsoft.com%2Fen-u...

These are important points. Also worth considering, almost none of the AI companies in the U.S. Stock Exchange market caps have had their IPO in the last 5 years (~45% of total market cap.) They are established companies with revenue.

FTSA: "By contrast, according to Goldman Sachs, AI stocks account for 42% of China's market capitalization and 57% of trading turnover, leaving investors widely exposed to the downturn."

On the Chinese markets, almost all of the AI companies leading the market had their IPO in the last 5 years, were heavily government subsidized, and have comparably much lower revenue. I'm not saying there can't/won't be a bubble-pop in U.S. markets, and in fact there has been a recent significant correction. But comparing the China AI market to the U.S. AI Market is not apple-to-apples.

Operation Triangulation: The last (hardware) mystery

“If we try to describe this feature and how the attackers took advantage of it, it all comes down to this: they are able to write data to a certain physical address while bypassing the hardware-based memory protection by writing the data, destination address, and data hash to unknown hardware registers of the chip unused by the firmware.”

My code? I just told you I don't write code anymore but no, at no point in the past two decades of working in fortune 500 enterprise environments have I routinely had to have someone else review all my code. Transparent with other people working on the codebase and seeing it? Sure. But no mandatory code reviews. Not every environment works the same way yours does and also producing code has always been a skill I utilize in my job functions, not the entire job function. I have no idea how they do things in software mills or SV projects.

That said I've definitely built and managed the pipelines used by teams of devs. Are there reviews? Yes. Human reviews? Maybe. Who cares? Humans are as likely to introduce bugs as remove them so 40 human reviews produces code I'd trust no more or less than the first draft. Automated testing, unit testing, functional testing, procedures to detect and heal from faults, resilient and highly available systems with redundancy, and a robust phased or CI pipeline with every element deployed with no trust and tightly controlled seams. The boat I'm in charge of is going to stay sailing and on course even if we all discover the crew died at some point and chunks of ice were randomly chocked through the window hitting the wheel.

LyX – The Document Processor

“LyX is a document processor that encourages an approach to writing based on the structure of your documents (WYSIWYM) and not simply their appearance (WYSIWYG).

LyX combines the power and flexibility of TeX/LaTeX with the ease of use of a graphical interface. This results in world-class support for creation of mathematical content (via a fully integrated equation editor) and structured documents like academic articles, theses, and books. In addition, staples of scientific authoring such as reference list and index creation come standard. But you can also use LyX to create a letter or a novel or a theatre play or film script. A broad array of ready, well-designed document layouts are built in.

LyX is for people who want their writing to look great, right out of the box. No more endless tinkering with formatting details, “finger painting” font attributes or futzing around with page boundaries. You just write. On screen, LyX looks like any word processor; its printed output — or richly cross-referenced PDF, just as readily produced — looks like nothing else.

LyX is released under a Free Software/Open Source license, runs on Linux/Unix, Windows, and Mac OS X, and is available in several languages.”

There's a huge market for Office alternatives, but nobody wants to do the actual work.

A company an acquaintance works is trying to migrate to Google Workspace from the Microsoft ecosystem. They have thousands of design documents that require a very specific formatting as they are sent to dozens of different suppliers and contract houses. The import completely blew up the formatting of the documents. Googles response was to use Gemini to fix the formatting. When that didn't work, they recommended just recreating all the documents in Google Docs. You're talking about thousands of hours of work. But hey, you're not using Microsoft!

Accelerating Europe’s Digital Future: Microsoft Announces Plans for a New Datacenter Region in West Denmark

Atea Denmark wins large public sector frame agreement within software

“Atea is the sole supplier under the frame agreement. 103 municipal governments and related organizations in Denmark are obliged to procure software and related services under the frame agreement. The term of the agreement is 3 years. The expected value of the frame agreement is DKK 4.1 billion.”