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Comment Promise to wear a chicken suit if bubble (Score 1) 68

the tech giants making the biggest AI investments are fueling their ambitions by cash on hand -- not loading up balance sheets with debt.

They are using their increased hype-supported stock price.

They're working on tangible technology that has actual orders behind it...

Let's see the actual orders. If you give it away for free (to gain market share) then demand will indeed appear, but what about when the subsidies dry up?

the current enterprise-to-sales ratios are also much lower than those of the dominant companies in the late 1990s.

Because as mentioned, many existing companies are behind the AI boom, and they have enterprise value from other products. Since most don't published their AI revenue or bundle it, it's possible it's embarrassingly small.

Comment Re:This is correct. Migrate applications first (Score 1) 34

In the MS case; it wouldn't be too surprising if that order is also the one that urgency dictates. Neither is totally unavailable on-prem only; or entirely without more-chatty-than-one-would-like behavior; but if your concern is about your dependence and Redmond's potential direct control their groupware stuff is moving faster than their OSes(at least if you have enterprise licenses and someone to handle keeping them quiet) in the direction of pure SaaS.

You'll get some nagging about how Azure Arc is definitely the cool kid's future of glorious hybrid manageability; but your ability to run Windows as though it were 15 years ago is definitely greater than your ability to run Office that way.

I suspect that this won't be the last case we see; as MS has shown comparatively little interest in backing down on the future being azure SaaS, and there's no real equivalent to some steep but temporary discounts for dealing with people who have fundamental privacy and operational control issues; while it's not terribly challenging to find a special discount that makes sticking with the status quo look cheaper than trying to do a migration.

Comment The Plutos and the Crats (Score 3, Insightful) 78

Taxes, the report said, "create acres of news coverage, but among the majority of our entrepreneurs, this does not appear to be the deciding factor about where to live."

Because republicans and media owners are obsessed with tax. Their ghosts will haunt the halls going "Taaaxes Taaaxes, I could have been Yuuuuge if not for Taaaxes"...

Comment Just make a web-version of MS-Access (Score 1) 82

...and clean up some of Access's design warts. Devs would often create apps in 3 weeks that web stacks take 8 months, largely because one person would quickly interact with actual users and adjust stuff on the fly. Can't do that with bloated layer-happy web stacks.

(MS-Access isn't the only tool with that property, just the most common. And yes, amateur devs often messes, but that's not the tool's fault.)

Comment Scorpion or hubris? (Score 1) 48

I obviously don't expect better from these sorts of people; but I'm honestly puzzled as to why they would turn the screws so quickly and blatantly despite having gone to all the trouble of a reshuffle and a new lineup and some spiel about being likeable rather than Alexa just being something that you sort of poke at because Prime members were given a free surveillance puck with some offer one time.

Is Panay one of those abhuman lunatics who genuinely thinks that the only objection to relentless advertising is that it isn't "relevant" or "engaging" enough? Does he have a scorpion nature that leads him to knowingly doom his own product just because that's what he is? Is he just a figurehead who got to choose the case plastics colors and smile on stage; but some adtech business unit calls all the shots?

I'd fully expect this sort of thing to betray you; but only after enough of a honeymoon period for people to be pleasantly surprised by the behavior of the launch units so that there is actually enough of an install base to betray.

Comment Well... (Score 1) 102

It sure is a good thing that 'AI' companies are notoriously discerning and selective about their training inputs and not doing something risky like battering on anything with an IP address and an ability to emit text in the desperate search for more; so this should be a purely theoretical concern.

Snark aside, I'd be very curious how viable this would be as an anti-scraper payload. Unlikely to be impossible to counter; but if the objective is mostly to increase their cost and risk when they trespass outside the bounds of robots.txt something that will just look a trifle nonsensical in places to a human but could cause real trouble if folded into a training set seems like it could be quite useful.

Comment Re:This was always the plan (Score 1) 103

It can certainly be done otherwise; but it's not exactly unrelated when, in practice, a TPM is the industry standard mechanism for making a PC or PC-like system capable of cryptographically secure remote attestation; and when TPMs quite specifically mandate the features you need to do remote attestation rather than just the ones you would need to seal locally created secrets to a particular expected boot state. They are certainly can do that, and it's presently the most common use case; but locking down remote attestation was not some sort of accidental side effect of the design.

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