Asa Dotzler

Incomplete thoughts: Big Tech and the neoclouds (GPU-as-a-Service) have a combined debt of about $600B. Neoclouds own 10% of it. All critically depend on continuous borrowing. Sounds like lenders have had enough with neoclouds. Neoclouds crumble. OAI, Anthropic, Google, MS: all AI work collapses.

Short break during this afternoon's defensible space clearing and raking.

One of the most famous early Google executives, former CEO of Yahoo, and well-known Silicon Valley socialite, Marissa Mayer, needs AI to describe what's special about her daughter. rmpwl.co/s/https://ww...

Decoding the headlines so you don't have to: "Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom" Meta is borrowing tens of billions from chip makers to spend buying more chips from them.

Decoding the headlines so you don't have to: "SpaceX agrees to a ~$40B equipment finance lease with Apollo" SpaceX is borrowing $40B more for GPUs.

If you're interested in foldable phone form factors, don't be dissuaded by noise a out the "crease". In practice, it goes unnoticed. Your fingers and eyes won't care. I used an early generation quite a bit, before teardrop hinges "solved" the last of the real crease problems. Today it's just fine.

"A magician never reveals his secrets" Don't be a magician. Be a wizard. Reveal all of your tricks and still beat them.

We should rebrand AI and agents to "good enough automation" or some other dismissive and sufficiently nerdy label. Let's stop carrying water for Big Tech PR and Marketing.

A friend in an online group shared a flyer from the eviction party he hosted in my 5th year. OMG, the memories that flooded in. Genuinely shocked how far I could trace various "sub-memories" branching from there. One picture was access to a large and meaningful part of my mind. Brains are so cool.

Seeking a pen pal to exchange hand written, snail mail letters on the sorts of topics I post here. I want to exercise some muscles that have no-doubt atrophied since my communities first began moving online and I have fond pen pal memories from my youth. I'd really commit :D DM if interested.

Three days ago, I did all the things you're not supposed to, and though I've inspected my laptop (and ones connected to it,) about as well as can be done without JTAG, and found nothing, I'm still anxious. Should I take it out to the drill press for some fun? Or take a chill pill & assume the best.

My bank: "Please remember that your username and password should never be shared with another person or provided to an outside service, including an AI-enabled tool or agent that offers to act on your behalf."

The room we sleep in has six large skylights. 99% of the time I love them. Living in a redwood forest means very little direct sunlight and the skylights give us what of it there is. Tonight is the 1%. This outrageously bright full moon is shining right through my eyelids. How'm I supposed to sleep!

I do not use generative AI to write any of my posts here. I occasionally use it as a synonym finder and for extracting text or tabular data from images. If you see an em-dash or other AI-isms, trust that it was my fingers on the keyboard transcribing thoughts from my brain.

Old, but it bears repeating: I do not like or use the term "pirating" for acquiring digital content. Pirates steal. I do not. I am not depriving anyone of anything. My attention and money were never on the table, so no one faces any loss; there is, therefore, no theft.

Character.​ai was valued at $1B. Bankrupt, it's selling the last of its IP to Disney for $20M, 2% of what Very Smart People™ told us it was worth only three years ago. It is 7 years since "GPT too dangerous to release" and 3 or 4 years since the generative AI products boom began.

I don't want more physical media. I want ownership. Until I get that, I'm satisfied just taking what I want, to use how I want, for as long as I want. P2P + NAS, FTW

Goldman Sachs CEO on AI’s economic impact: ‘There’s very little that we do where we need frontier models’ We spent 2026 being told that generative AI was transforming society. Now we're back to "just wait until the next model!" boostering. Well, it turns ou, few need or want that next model.

The Information: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount. Where's the moat? Sounds to me like AI services are already just another tech commodity, easily swapped when prices warrant.

Apollo: "AI does not understand accountability, trust, culture, unwritten rules, ethical trade-offs or fairness, all of which shape reputational risk and ultimately drive revenue growth and profit margins."

Apollo: "With no impact on the bottom line, mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins."

"Volume is not value. AI is creating a reckoning for organizations that lack fundamental disciplines, such as defining use-case value ahead of time and establishing criteria for when to walk away." "When to walk away" has entered the building. Alicia Mullery, VP Analyst at Gartner

The healthcare network where I get primary and sarcoidosis care has in-house labs and its own EHR, so I was safe there from Quest's incompetence. Sadly, the hospital where I get my colonoscopies is exclusive with Quest -- and of course it's connected to my main provider Records, tests, billing :(

Windows Pro Tip: To extract text from images, or anywhere else it might be difficult or impossible, use Windows Key + Shift + T. You can also reach this feature via the Snipping Tool, Windows Key + Shift + S.

Are you a digital hoarder, holding on to things you're unlikely to ever revisit? My partner is a tab hoarder. Last I asked, she had about 3,000 Firefox tabs open. I am a tab minimalist, with 6 pinned tabs and rarely more than about 5 others. My hoarding happens in email :D

Windows, my way.

Trees grow from the top, not the base. The top of a tree's main stem is called the apical tip. As it grows, the tip releases a hormone called auxin that stunts lower branches ensuring it remains the leading stem. (If an apical stem is destroyed, the auxin stops, and lower branches may take over.)

Very Important Journalist: "We asked a billionaire CEO what he thought about a tax on billionaires. Here's what he said."

The POS that runs Anthropic's security organization: "it was always going to be this way. we tried to warn the world." That man deserves prison. "We warned you our product was exceptionally dangerous, but you didn't stop us so we had no choice except to unleash it on the world." Motherfuckers.

Discord sucks for a lot of reasons, but one that's particularly irksome is its Windows app custom window controls that use the wrong icons and sit in the wrong place.

Microsoft's bringing 3 new touchpad features to Windows. I'm using them now in pre-release. They should be great for people with various mobility/dexterity challenges. Accelerated scrolling is in the public Windows releases today. Edge scrolling and single-finger scrolling are coming soon.

There's a lot of talk about how writing code is only one part of making software. This is true. The talk that's not happening as much is how making software is only one part of making a business. Nearly 7 years since "GPT too dangerous to release" and not a single new major player or killer app.