Paul Rietschka
prietschka.bsky.social
Paul Rietschka
@prietschka.bsky.social
Data science/machine learning in the Pacific Northwest. In Minneapolis through early 2025.
Seattle and Minneapolis desperately need pattern handbooks like this where developers can adhere to preferred design patterns and get fast tracked development approval.

Couple this with limits on the amount of — sign — cheap Hardieboard, etc. allowed and you’d have more, and better, development.
November 29, 2025 at 5:51 PM
Such a great illustration of how the AI bubble of the last few years and crypto are inextricably tied, like conjoined twins. finance.yahoo.com/news/bitcoin...
Bitcoin Miners Face Worst Profit Crisis Ever — Giants are Turning Off Rigs and Chasing Bigger Money in AI
Bitcoin miner profitability has fallen to an all-time low, pushing operators to shut down rigs or repurpose facilities. Hashprice has collapsed to its weakest level ...
finance.yahoo.com
November 29, 2025 at 5:46 PM
My god, this brittle garbage technology.

What are we doing?
Alibaba's AgentEvolver lifts model performance in tool use by ~30% using synthetic, auto-generated tasks
The new framework from Tongyi Lab enables agents to create their own training data by exploring and interacting with new software environments.
venturebeat.com
November 29, 2025 at 3:10 PM
No such thing as a single prompt to devs who spend their days in Cursor as if they were pigs at the trough.

They consume endless compute prompting and re-prompting. Over and over. No thought given to consumption.
November 29, 2025 at 2:35 PM
I often lament the death of media theorists like McLuhan, we’d very much benefit from his insights on all this. Ditto if we still had Foucault amongst us.
November 29, 2025 at 2:28 PM
Sipple has a great thread here echoing my thoughts.

But I’ll argue it’s even worse than “computer costs won’t go down appreciably.”

All those “reasoning” models being rolled out means that compute dramatically increases as models become more and more complex.

Compute consumption goes ever upward.
When I see LLMs pitched as a guaranteed productivity tool for software engineering, the is the counterweight I keep trying to get people to seriously engage with and not handwave away is the future cost, and “oh everything tech gets cheaper” isn’t an answer. Services don’t and LLMs are a service.
November 29, 2025 at 2:22 PM
“[AI] may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft has AI chips sitting idle because there's nowhere to plug them in.”

Speculators built and built but never gave a thought to electric provision.
Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI
Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle b...
finance.yahoo.com
November 29, 2025 at 2:05 PM
Lol, the golden age of fraud. arxiv.org/pdf/2509.09877
arxiv.org
November 29, 2025 at 1:20 PM
Verge, or Wired, or Zeteo needs to scoop Borsook up asap.
A profile of Paulina Borsook, as her 2000 book Cyberselfish, warning about Silicon Valley's love for "techno-libertarianism", finds a resurgence in interest (David Streitfeld/New York Times)

Main Link | Techmeme Permalink
November 29, 2025 at 12:31 AM
Super late on this because I broadly don’t care about crypto, but it’s hilarious to me that I *just today* found out Tether is headquartered in the stable, competent, well-regarded country of El Salvador.

Lol.

How anyone takes this seriously is beyond me. www.spglobal.com/ratings/en/r...
www.spglobal.com
November 28, 2025 at 8:20 PM
This isn't a Marcus stan account, though it superficially resembles one.

"Each new bigger, more expensive model ekes out measurable improvements, but returns appear to be diminishing and none of these experiments has solved core issues around hallucinations, generalization, planning and reasoning."
A trillion dollars is a terrible thing to waste
The machine learning community is finally waking up to the madness, but the detour of the last few years has been costly.
open.substack.com
November 28, 2025 at 5:38 PM
Fascinating that a man could masturbate in public like this and have no shame whatsoever.
“The birth of life, the birth of computing and the birth of intelligence all happen at the same time,” Blaise Agüera y Arcas joins “Babbage” to talk about how AI inspired him to rethink intelligence
Blaise Agüera y Arcas: why AI really is intelligent
Our podcast on science and technology. The Google engineer explains how AI has given him a new perspective on intelligence—and life itself
econ.st
November 28, 2025 at 4:52 PM
America is too corrupt to be governed.
November 28, 2025 at 3:12 PM
The United States is simply too corrupt to regulate anything.

I keep saying this and everyone thinks I’m crazy, or just some wild eyed reactionary, but what’s needed is a new constitution.

The current system can’t be saved, we need something new.
Billionaires Amass War Chests to Fight AI Regulation

* Goal is influence ahead of 2026 midterm elections

* More than 1,000 AI-related bills were introduced by state lawmakers in 2025

* Leading the Future super PAC has $100 million+

www.wsj.com/tech/ai/tech...

by @laurajnelson.bsky.social
Tech Titans Amass Multimillion-Dollar War Chests to Fight AI Regulation
Some are battling state AI laws and threatening to punish candidates who oppose rapid deployment of the technology.
www.wsj.com
November 28, 2025 at 2:46 PM
A failed raise will be proof the bubble is popping. My guess is it’ll start with OpenAI or Anthropic, which need billions to just fund day-to-day operations, failing to raise even a fraction of what they were seeking.

That or a high-profile partner pulls out entirely.
Yeah, horseshit. Oracle's never getting that $300b bag from OpenAI. Coreweave's debt service is 6x operating earnings. Softbank could only cobble together $7b from 21 different lenders in the spring, versus $21b it promised.

They'll all be paying double-digit coupons from private credit.
OpenAI partners amass $100bn debt pile to fund its ambitions on.ft.com/4p5Ebyg
November 28, 2025 at 2:03 PM
Cannot fathom why this man has a positive reputation at this point.

He is/was at the forefront of the data center construction bubble, a bubble that built/is building myriad data centers, filling them with expensive racks of chips, but which failed to even consider “where will the power come from?”
Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI
Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle b...
finance.yahoo.com
November 28, 2025 at 1:53 PM
Someone needs to put mentally-ill-and-dementia-addled-grandpa-who’s-somehow-in-charge-of-the-government-again to bed.
🇺🇸TRUMP: WILL PERMANENTLY PAUSE MIGRATION FROM ALL THIRD WORLD COUNTRIES TO ALLOW U.S. SYSTEM TO FULLY RECOVER. I WILL END ALL FEDERAL BENEFITS AND SUBSIDIES TO NONCITIZENS OF OUR COUNTRY.
November 28, 2025 at 4:55 AM
Can’t recommend eating out for Thanksgiving enough.
November 28, 2025 at 1:45 AM
“Can organizations build the guardrails needed to turn clever prompts into dependable systems?”

No.
It’s the end of vibe coding, already
As genAI takes hold in the enterprise, improvisation is giving way to engineering. Can organizations build the guardrails needed to turn clever prompts into dependable systems?
www.infoworld.com
November 27, 2025 at 9:30 PM
A fantasy.

Imagine if we’d spent the last several years pretending “cold fusion” was an extant technology, then warned a bubble was forming around something we’d only been pretending existed.

That’s how insane this is.
November 27, 2025 at 4:10 PM
If only there would've been people warning about the dangers associated with realistic prose/image/video generation.

But who could possibly have seen how problematic this all would be in advance?
November 27, 2025 at 3:36 PM
The idea that one can simply eliminate hallucinations, or that these models "reason," is pure snake oil.

Which is what Tenev is selling to investors here.

These valuations are pure fantasy and will look so, so silly in 2+ years.
Robinhood CEO's math-focused AI startup Harmonic valued at $1.45 billion in latest fundraising
Harmonic, an artificial intelligence startup co-founded by Robinhood CEO Vlad Tenev, has raised $120 million in new funding, valuing the company at $1.45 billion, as it tackles AI "hallucinations" — o...
www.reuters.com
November 27, 2025 at 3:13 PM
"'The way this works', said an investor friend to me this morning: 'is that when Nvidia is about to miss their quarter, Jensen calls David Sacks, who then gets this government initiative to place a giant order for chips that go into a warehouse.'"

Repeat w/contracts with OpenAI/XAI/etc.
Has the bailout of generative AI already begun?
Or is pouring a pile of government money in just a coincidence?
open.substack.com
November 27, 2025 at 3:05 PM
So the thing about capitalism in the United States today is it needs a revamp.

Well-known companies, like Marriott here, are being mismanaged into the ground by a management culture that’s resemblant of inbred European aristocracy of the 17th c.

Time to clean house.
November 27, 2025 at 1:59 PM
“Do not trust the pilgrims, especially Sarah Miller.” youtu.be/MNmkfZN9Wbk
Addams Family Values: Thanksgiving play (HD CLIP)
YouTube video by Binge Society
youtu.be
November 27, 2025 at 1:43 PM