Tuesday, September 08, 2026

The Histrionics Will Continue Until We Get Our $T IPO

My wife & I had a very nice, mostly Canadian, vacation, 8/22-9/4. So doing a bit of catch-up here.

Seriously, you read the headline, you say "Oh shit", & then you remember, this is the 20th to 30th time in the last year that OpenAI or Antropic - and now Nvidia - has made some overblown and/or alarming post about the state of GenAI. Maybe claiming we are at AGI - which we totally aren't.

LLMs. aka Autocomplete On Steroids, are still, from the last I heard, producing at a minimum 9% error rates.

Agents build on that to get to a 15% MINIMUM error rate.

YOU CANNOT BUILD RELIABLE SYSTEMS WITH ERROR RATES THAT HIGH.

Yes, the stuff that GenAI produces can be impressive, but, still, it is by definition BULLSHIT: it looks like it might be credible, but, maybe it is completely & utterly false - completely made up out of statistics, with 0 real knowledge of anything. Anyone producing AI slop output without serious human fact-checking should be completely liable for criminal charges.


LLMs are sucn an interesting technology. It's incredible that 1 algorithm, the Transformer, discovered by the Google Translate team, could create such an upheaval.

It's so tragic that psychopathic TechBros decided that this was their ticket to generational wealth.

LLMs are a normal technology. They are a great tool for experts who can readily check their output. For everyone else, they are Acme Slop Generators (going into my table of names).

Wow, Small Language Models running on PCs or phones are 98.6% as accurate as LLMs running on $B of hardware??? Oops.

From Joachim Klement on SubStack:

If this is true, the hyperscalers are toast

As you can see, in every domain, the best SLM is able to find the same or better answers than an LLM in 90% or more of the cases, with an average across all domains of 98.6%.


From the Bard of the Revolution, Cory Doctorow:

The actual epistemic crisis:

AI's assault on reality is an opportunistic infection.

AI is alarming for many reasons: it's a dangerous financial bubble, an environmental catastrophe, and a tool for eroding wages and labor power. But in addition to all that, AI is an epistemic disaster.

We've had photoshopped images, voice impersonators and visual effects for years, of course, but with deepfakes, we've democratized access to reality-bending images, sounds and videos that appear real but are not. It's harder than ever to know what's true. Politicians and celebrities and activists show up in our feeds, declaring their fealty to this cause or product, or their fury at some turn in the world's events. Battlefields mound high with bodies and influencers marvel at impossible, sumptuous meals. It all seems plausible, and some of it is real, but not all of it, and because we know some of it is fake, we can't be sure if any of it isn't.


Again from Doctorow, somewhat more abstract. When you were born determines what doors are open for you?!?!?

Born on technology's third base:

Material forces shape life-chances.

...

By the same token, continuing to give trillions to AI companies because they experienced early success with theory-free inference at scale tells us nothing about how to solve the vast range of problems that theory-free inference at scale sucks at. Doubling down on AI to overcome its increasingly obvious limitations is like doubling down on building post-war suburbs to fix today's housing market.

It's possible to achieve impressive feats because you're smart and hard working and also because you were in the right place at the right time. Historical contingency produced the AI bubble, and it is producing the conditions for that bubble to pop.


OK, that clears the links from my Lexington PC, from just before we went on vacation. I will next switch over to the links on my MacBook, from while we were gone.

Here's the home page/directory for my posts on Bullshit. This is post #143.

Monday, September 07, 2026

A Trip to the Great North

Following our summer habit of the last 2-3 decades, my wife & I recently vacationed Up North. We used to frequently visit our middle daughter in Ithaca NY, my older brother in Portland ME, old college friends in the Boston area & Connecticut, & our oldest daughter in Brooklyn.

This year, we 1st visited our Canadian FL snowbird friends in Windsor, Ontario. We drove there Saturday 8/22, had dinner, on Sunday visited the Aquarium & Botanical Garden on Belle Isle back in Detroit, before a fabulous dinner at Take Five in Windsor.

We went over the new Gordie Howe bridge 2x! What a beautiful piece of architecture! The pic is from my Canadian friend Owen.

Monday morning 8/24 we picked up our middle daughter in Ann Arbor & drove to the northeast shore of Lake Michigan, Frankfort MI. A very nice little tourist town. Wow, Lake Michigan water temperature was 37 degrees Farenheit - brrr!.

Wednesday morning, 8/26, we dropped our daughter back in Ann Arbor, parked our car in Detroit airport, & flew to Calgary, AB, Canada. Canada's 5th largest city, at 1.481 million just after Ottowa at 1.488 million. We rented a car.

We did local Calgary sights: Calgary Tower, Music Museum (Studio Bell). We lunched at King Eddie's, affiliated with the music museum. Sadly, we didn't ride the public transit, everyplace we visited was in walking distance.

We drove to the world's greatest dinosaur museum: the Royal Tyrrell Museum in Drummheller, ~100 km NE of Calgary.

It was my 1st time in a Badlands: land along a river which has eroded itself to 100-400' below the surrounding prairie. Amazing!.

Saturday 7/29, we drove west ~150 km to Banff, at the center of Banff National Park, in the Canadian Rockies. We stayed there til Thursday, 9/3. The mountains were so beautiful! So much variety! Sharp points, repeating sawblade edges, houses & temples at the top of peaks! Snow & no snow!

We took the Banff gondola to get a birds-eye view of Banff. The small Tunnel Mountain that sits down near town is so small compared to the surrounding peaks.

The botanical garden (Cascades of Time) in Banff was very pretty.

Lots of good meals, poutine 2x.

1 day drove west across the Continental Divide on Canadian Highway 1 into Yoho National Park in British Columbia, to visit Takakkaw Falls - 4x as high as Niagara! Beautiful!

On our way back, we turned north on the Icefields Parkway, Rt 93. Around 150 km to the Columbia Icefields & the Glacier Discovery Centre. 6 glaciers coming in from the west terminating just before the Centre.

Hmmm, I uploaded this short video to YouTube, hoping I could then embed it in the blog, as I do for music videos. No. Apparently not an option. If anyone can point me at instructions on how to make this work, hep me, please!

https://youtube.com/shorts/-aki_dC_TdY?si=grAwECMHmEdPs5tw

Also stopped at Mistaya River Gorge. Incredible tunnels (?) worn through the rock by the glacial water.

Thursday, 9/3, we drove back to Calgary, stopping & spending the morning at the tourist town Canmore on the way. I had my 1st breakfast poutine: hash browns, 2 eggs, bacon, sausage, bison, cheese curds fried, hollandaise sauce. Yum!

We flew back to Detroit Friday 9/4. The 330 mile drive back to Lexington took just over 5 hours, we made good time, got home right around 10 pm.

Wow, since we've been home, I sleep so much better in my own bed!

A very pleasant vacation, & yesterday I miraculously weighed in at under 200#! Air travel was fairly painless. Only drama was when I almost left my passport in the room safe in Banff. But, we only got yards away from the room before I clicked on it.

Sunday, September 06, 2026

Comments on the US Trade War With Canada

I've been trying to push Cory Doctorow's agenda on several sites, pretty much 0 engagement. I'm not sure why I get so little net engagement - except for the AI training bots, who LUV this blog.

Too old? Too odd? Who knows. Well, I mostly write to populate my exocortex, which does not require external readers.

This was mostly from a couple of weeks ago. We just got back from a 2 week vacation, mostly in Canada.

Posted to Paul Krueman's substack:

July 1 Carney backed off on the digital services tax on Big Tech under threat of tariffs. That threat is now moot, Canada should move head with those taxes.

It should also listen to Canadian Cory Doctorow and revoke Canada's anti-circumvention law (Bill C-11, the Copyright Modernization Act of 2012, Canada's version of the DMCA section 1201). This was also passed under threat of tariffs, now moot.

Canada would become the hero of the world, including US consumers, allowing app stores that don't collect a 30% vig on all transactions, enabling jailbroken smartphones, John Deere tractors, auto analysis computers, and inkjet printers.

Posted to Dean Blundell's substack earlier:

Again: under threat of tariffs, Carney cancelled the digital services tax on US Big Tech companies July 1. Canada got tariffed anyway, the digital services tax should be revived.

And, do the right thing, follow Canadian Cory Doctorow's plan to rescind Canada's laws supporting the US DMCA provisions making it felony to bypass digital IP locks. Those laws were only passed because of the threat by the US of tariffs, now a moot point.

Let Canada become the country that jailbreaks all smart phones, creates open app stores that don't take a 30% vig of all commerce, jailbreaks John Deere tractors, jailbreaks auto repair diagnostics. They will be a hero to the entire world, including the US. & gawd knows, US Big Tech could sure use some comeuppance.

Posted to Dean Blundell's subStack chat:

2 things that were done because of the threat of tariffs, now moot since the US has imposed completely unjust tariffs on Canada, which should now be undone:

1) July 1 Carney backed off on the Digital Services Tax which would collect tax revenue from US Big Tech firms. This tax should be revived immediately.

2) Follow Canadian Cory Doctorow's plan to revoke Canada's anti-circumvention law (Bill C-11, the Copyright Modernization Act of 2012, Canada's version of DMCA section 1201). This was also passed under threat of tariffs, now moot.

Canada can become the jailbreaking center of the world, allowing app stores that don't collect a 30% vig on all transactions, enabling jailbroken smartphones, John Deere tractors, automobile analysis computers, and inkjet printers. This will benefit consumers worldwide, including in the US. Plus make $B for Canadian companies.

Doctorow's detailed prescription: Pluralistic: How Canada can help Americans and defeat America (23 Aug 2026) https://pluralistic.net/2026/08/24/elbows-really-up/

Despite Carney's doing some highly Elbows Up work, maybe Doctorow's ideas are still too radical to establishment politicians? Not sure why. Canada needs every advantage it can get.