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#hpscommentary โ€” Public Fediverse posts

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  1. #HPsCommentary

    #WarInUkraine #GeoPol #NortheastPassage

    ...point of the war:

    No more oil sales and no more spare parts for the #Russia war machine and economy.

    They have succeeded once, why not again?

    //

  2. #HPsCommentary
    #WarInUkraine #GeoPol #NortheastPassage

    ... #Russian #Icebreaker vessel for the final leg of this merchant fleet to #China. --So far, far away from any #Ukrainian drones or the third #GulfWar.

    This could be a big change, unless...

    ...#Ukraine were to pull of yet another #SiberianPearlHarbor 1), either destroying that convoy or severely ending its manoeuvrability...

    Cutting the economic ties with #China is of utmost importance at this...

    1)
    mastodon.social/@HistoPol/1146

  3. #HPsCommentary
    #WarInUkraine #GeoPol #China #Russia

    ...as the #UnitedKingdom and #France of operating a kind of shadow fleet themselves."

    //

    europesays.com/de/1235890/

    However, #Russia has been anticipating this reaction at least since 2023, working on a new merchant route through the #Arctic, the #NortheastPassage.
    It scored a big success in Oct. 2025, when the first containership used that route to reach the #UK.

    Presently, the probably largest convoy of merchant ships ever is awaiting a...

  4. #HPsCommentary

    *#DRAM price hikes are unwarranted--Party Like It's 1999*

    (7/n)

    ... #Taiwan quake incident subsequently led to the elimination of a complete #Stockmarket segment (the #NeueMarkt,) I am afraid a global crash could be in the league of the 1929 #GreatDepression.

    I haven't done an analysis, but the new core technology of the 20th century, #Electricity, could be yet another worthwhile case study...

    @jpturcotte @mountdiscovery

  5. #HPsCommentary

    *#DRAM price hikes are unwarranted--Party Like It's 1999*

    (5/n)

    #DRAM price anomaly?

    With a huge backlash now against #Datacenters (ex-China,) at least in the Western World, and energy supply being a strong limitational, factor, as #ElonMusk explained in his recent long #TheEconomist interview, I don't...

    @jpturcotte

    @mountdiscovery

  6. @jpturcotte

    #HPsCommentary
    #Business #AI #Investment

    *#DRAM price hikes are unwarranted--Party Like It's 1999*

    (1/n)

    What could happen? --History does not repeat itself, but it surely does rhyme.

    *Case Study: The 1999 #Taiwan Earthquake and the Global Silicon Aftershocks*

    The September 21, 1999 Taiwan earthquake (magnitude 7.6) did initially trigger dramatic #DRAM price spikes.

    Key Data Points:

    64-Mbit DRAM (memory) spot-market prices reached $21.25 in N-#American markets following... 

  7. @guardian

    #HPsCommentary
    #WarInGaza #Palestine #Religion
    #Israel #GeoPol

    (6/n)

    ... for anyone living today.
    (There are no Stargates or Warp Drives.)

    So, if there is to be a future for humanity, there is only one way this might and well for all of us:

    All the alleged perpetrators of war crimes or crimes against humanity (and hopefully soon #Ecocide) must be tried at the #Hague.

    The alternatives all entail a breakdown of society as we know it. .which...

  8. @guardian

    #HPsCommentary
    #WarInGaza #Palestine #Religion
    #Israel #GeoPol

    (5/n)

    ... astronomer and #Nobel Prize laureate said in a long 2025 #ORF interview:

    "...the way things are currently progressing, humanity will not even make it to #Mars [let alone to an extrasolar planet, as #Longtermists crave.]

    Like me, he's completely opposed to a "Planet B" approach, meaning, if we wreck Earth ๐ŸŒ, we can just settle some other planet.
    This will not happen, with almost 100% certainty not...

  9. @guardian

    #HPsCommentary
    #WarInGaza #Palestine #Religion
    #Israel #GeoPol

    (4/n)

    ...and now elsewhere,) but the global rise in #Antisemitism was also to be expected.

    It can only be hoped, that they finally make the right decision in October when they will decide on the future of #Netanyahu in particular and #Israel's future in general--at the polls.

    If human society is to survive, the return to the rules-based system implemented after #WWII is indispensable.

    As a famous French...

  10. @guardian

    #HPsCommentary
    #WarInGaza #Palestine #GeoPol

    (1/n)

    As I was saying a year ago:

    "๐Ÿ‘‰This abominable deed will haunt them for generations to come๐Ÿ‘ˆ (probably less than the instigated murder of #Christ by the #Roman invasion force at the behest of the #Jerusalem elite, but still.)"

    mastodon.social/@HistoPol/1149

    In other words:

    "There is a popular #Hebrew phrase which states, "maaseh avot siman lebanim", meaning ๐Ÿ‘‰"the deeds of the fathers are portents for the children." ๐Ÿ‘ˆ

    It is used...

  11. @meduza_en
    #HPsCommentary
    #Russia #WarInUkraine #UNESCO
    ๐Ÿ‘‰#PutinUnmasked by #CaveMonastery ๐Ÿงต๐Ÿ‘ˆ

    (1/n)

    ๐Ÿ‘‰Putin retraces real spiritual leaders of his regime, the 1941 #Nazi ocupation force which blew up the #DormitionCathedral: ๐Ÿ‘ˆ

    youtu.be/HLEX7oPK3L0

    #Putler's next #WarCrime 1) and probable #CrimeAgainstHumanity 2) unmask his utmost hypocrisy, even of his most central, *alleged* tenets:

    #VladimirPutin's central 2021 essay, "*On the Historical Unity of Russians and Ukrainians*" 3)
    ...

  12. #HPsCommentary

    ๐Ÿ‘‰#LLMsAreIntelligent!๐Ÿ‘ˆ

    (12/n)

    ...might have become obvious by now from my introduction, that [shifting, somewhat ephemeral] ๐Ÿ‘‰"intelligence" "threshold, " must have been crossed in 2025, at the very latest! (cf. footnotes 1) and 2))

    ๐Ÿ‘‰*To be continued and amended

    To keep up to date follow the hashtag: #LLMsAreIntelligent*๐Ÿ‘ˆ

    //

    @mina @si_irini @appassionato

  13. #HPsCommentary

    ๐Ÿ‘‰#LLMsAreIntelligent!๐Ÿ‘ˆ

    (11/n)

    ... much of what we consider #Intelligence is inherently dialogic, hence social; it requires a theory of mind๐Ÿ‘ˆ. Since the interior state of another being can only be understood through interaction, ๐Ÿ‘‰no objective answer is possible to the question of when an โ€œitโ€ becomes a โ€œwhoโ€๐Ÿ‘ˆ โ€” but ๐Ÿ‘‰for many people, #NeuralNets running on computers are likely to cross this threshold in the very near future.๐Ÿ‘ˆ"

    As...

    @mina @si_irini @appassionato

  14. #HPsCommentary

    ๐Ÿ‘‰#LLMsAreIntelligent!๐Ÿ‘ˆ

    (11/n)

    ...๐Ÿ‘‰#MachineLearning [#ML] is โ€œjust #Statisticsโ€, hence that progress in AI is illusory with regard to this grander ambition.

    Here I take the *contrary* view that #LLMs have a great deal to
    teach us about the nature of language, understanding, intelligence, sociality, and, *personhood*๐Ÿ‘ˆ.

    Specifically:
    ๐Ÿ‘‰statistics do amount to understanding, in any falsifiable sense๐Ÿ‘ˆ.

    Furthermore,...

    @mina @si_irini @appassionato

  15. #HPsCommentary

    ๐Ÿ‘‰#LLMsAreIntelligent!๐Ÿ‘ˆ

    (10/n)

    ...article *precedes* Ms #Collier's by exactly 17 months--"#AI years" in a "standard person's" life.

    Whereas Ms #Collier, *wrongly* IMO, claims that "*AI doesn't exist*," the known #AI expert who optimized the stabilization software of #US Navy aircraft carriers while interning as a *teenager* 3), takes a completely contrary stance more than 1y earlier:

    "Itโ€™s sometimes claimed, though, that...

    @mina @si_irini @appassionato

  16. #HPsCommentary

    ๐Ÿ‘‰#LLMsAreIntelligent!๐Ÿ‘ˆ

    (9/n)

    wsj.com/articles/SB10001424052

    .. .๐Ÿ‘‰human-like...artificial general intelligence (AGI).๐Ÿ‘ˆ"

    So, back in 2021, Mr Agรผera did not *yet* think that LLMs deserved to be considered #AGI|s, as he did only 4 years later, in the aforementioned #TheEconomist pod in 2025.

    Writing on Dec 16, 2021, his...

    @mina @si_irini @appassionato

  17. #HPsCommentary

    ๐Ÿ‘‰#LLMs are intelligent:
    #ArtificialGeneralIntelligence has already happened! ๐Ÿ‘ˆ

    (8/n)

    After the preceding [to be added later] retrospection, let's look at some statements of #Google's CTO #Agรผera y Arcas made already in December of *2021* in his article,
    "Do large language models understand us?"

    Back then, he stated:

    "...(#LLMs) represent a major advance in #ArtificialIntelligence (AI), and in particular toward the goal of...

    @mina @si_irini @appassionato

  18. @mina @si_irini @appassionato

    #HPsCommentary

    ๐Ÿ‘‰#LLMs are intelligent:
    #ArtificialGeneralIntelligence has already happened! ๐Ÿ‘ˆ

    (4/n)

    ... have to teach us about Artificial (General) Intelligence.

    [Alas, post-editing is very limited on Mastodon, so for reasons of rethorics, I will leave three blank posts, as I currently have no viable form to share (some) of that information in detail.]

    ๐Ÿ‘‰Thread already continues after the succeeding placeholders:

  19. #HPsCommentary

    ๐Ÿ‘‰#LLMs are intelligent:
    #ArtificialGeneralIntelligence has already happened! ๐Ÿ‘ˆ

    (3/n)

    ...developments.

    What one #Astrophysicist #AngelaCollier said in in her #YT video on July 16, *2023*, is a) broadly outdated and b)...
    from a mere *end-user* view, even if a quite erudite and intelligent one.

    youtu.be/EUrOxh_0leE

    I *had* to get this off my chest.

    Let's have a closer look what these bleeding-edge #AI luminaries...

    @mina @si_irini @appassionato

  20. @mina @si_irini
    @appassionato

    #HPsCommentary

    ๐Ÿ‘‰#ArtificialGeneralIntelligence has already happened๐Ÿ‘ˆ
    (Blaise Agรผera y Arcas, VP and CTO, #Google 1))

    ๐Ÿ‘‰#LLMsAreIntelligent! ๐Ÿ‘ˆ(#GeoffreyHinton, #GodfatherOfAI
    2))

    (1/n)

    No, I'm not crazy, this is what two of the most brillant #AI researchers on earth said already in 2025 in two highly interesting, paywalled #TheEconomist interviews in its #Science + #Technology...

    1)
    #BlaiseAgรผera y Arcas: why AI really is intelligent
    economist.com/podcasts/2025/11

  21. #AIEthics
    #HPsCommentary

    (10/10)

    ...are not afraid yet, you should be. If #Elmo excels at one thing, it seems to be to make the previously "impossible" come true.//

    PS:
    The aforementioned #Grok forecast precedes all of this business case analysis.

    @appassionato @mina
    @si_irini

  22. #HPsCommentary

    (6/n)

    ๐Ÿ‘‰10,000 #Starship rockets annually,๐Ÿ‘ˆ according to #ElonMusk's announcement in January 2026.

    Oh, and they have already succeeded at reusing one half of the rocket ๐Ÿš€ and ate working on making the second half reusable, too.

    Now, is there currently that much demand for #Space cargo? No, not anywhere near it.
    #Musk uses much of the current capacity to launch his #Starlink #Satellites, where he is not unimaginably far from achieving... @appassionato @mina @si_irini

  23. @appassionato @mina @si_irini

    #AIEthics
    #HPsCommentary

    (5/n)

    ...his obsession of making humankind a #MultiplanitarySpecies to fruition, he must make unimaginable spacecraft payloads of money.

    How does #Elon plan to do this unimaginable feat (at least for non-billionaires)?

    The only way that this can be achieved is for #SpaceX to become some sort of "#GateKeeperToTheStars.

    Well, look again:

    ๐Ÿ‘‰#SpaceX is targeting to produce as high as...

  24. @appassionato

    #AIEthics
    #HPsCommentary

    (4/n)

    ...#SpaceX 2/hide the gigantic, rising losses, + the fact that the #IPO dropped now, begs the question, if #Elmo doesn't know...(OFC #Musk *must* know, he is no #Kremlin recluse, from a tea with whom one might never rise again).

    (I forgot:

    For context, #PeterThiel's ๐Ÿ‘‰#Palantir has the highest P/S ratio in the #S&P500 at 67xโ€”roughly half of what #SpaceX is targeting๐Ÿ‘ˆ, betting on abominations like an #AIGeneral and total surveillance.)

    To...

  25. @appassionato
    #HPsCommentary
    #AIEthics
    (3/n)

    ...our forecast model,
    #Elmo's #Grok is very much likely to have a public meltdown in the next quarter, possibly even as soon as the current one.

    Considering the *insane* valuation, he's asking for in #SpaceX's #IPO, a whopping 100-130 p/e ratio (for comparison:

    Nvidia: ~21x (despite 65% annual growth)
    Tesla: ~16x
    Microsoft: ~10x
    Amazon: ~3.5x
    S&P 500 average: 2โ€“3x)

    ...and the fact that the "Grok company," #xAI, was recently merged with...