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Stubsack: weekly thread for sneers not worth an entire post, week ending 18th October 2026

The spooks grow ever closer, and the abyss grows ever sandier.

Welcome to the Stubsack, your first port of call for learning fresh Awful you’ll near-instantly regret.

Any awful.systems sub may be subsneered in this subthread, techtakes or no.

If your sneer seems higher quality than you thought, feel free to cut’n’paste it into its own post — there’s no quota for posting and the bar really isn’t that high.

The post Xitter web has spawned soo many “esoteric” right wing freaks, but there’s no appropriate sneer-space for them. I’m talking redscare-ish, reality challenged “culture critics” who write about everything but understand nothing. I’m talking about reply-guys who make the same 6 tweets about the same 3 subjects. They’re inescapable at this point, yet I don’t see them mocked (as much as they should be)

Like, there was one dude a while back who insisted that women couldn’t be surgeons because they didn’t believe in the moon or in stars? I think each and every one of these guys is uniquely fucked up and if I can’t escape them, I would love to sneer at them.

(Credit and/or blame to David Gerard for starting this.)

https://awful.systems/post/9941484Open linkView original on awful.systems

194 replies

awful.systems

recently I got into crocheting and I was immediately thrown into the hobby drama about all the havoc that generative "AI" is wreacking into the community. fake slop patterns that don't work, fake photos of impossible amigurumi, that kinda stuff.

then I learned that, a few months ago, Hobbii, an once-beloved crafts supplier currently in a death spiral after being purchased by private equity, had the brilliant idea of alienating their entire client base by talking about how they love "AI" and use it all the time at the company. while firing a ton of people no less, including all the familiar faces that interacted with people online.

in damage control during the entirely predictable backlash, the new CTO Tomas Antvorksov Krag posted this:

While we take our responsibility very serious we have to explore new technologies as they enter the market or risk being left behind.

My brother in Christ Tomas Antvorksov Krag CTO of Hobbii, you are the CTO of a textile crafts company. Every client of yours does crochet or knitting or fucking macramé by hand, for fun. What technology do you figure we would be afraid of being left behind by? The spinning jenny??

29

My wife has been talking about the scourge of AI in fiber arts for like a year or more, and when I asked if she had any brands that were still trustworthy she said "good luck, mate".

It's so bad.

14

I follow a couple (like, 2~3) of fiber arts people and that was about the impression I got too, it's blown up with that much spill

6
Soyweiserreply
awful.systems

risk being left behind

Im also simply not sure how much of a risk that is, people keep saying that but I'm not sure being conservative on new tech has lead to much business closures the past 20 years.

9
samvinesreply
awful.systems

It's just such a clichéd remark from AI bros now that I cringe whenever I hear it along with "sure the current model can't do X but the next one will be able to bro... Just one more model bro"

12
Soyweiserreply
awful.systems

My NFT blockchain store selling segways in second life is now using LLMs! (Now also available on your Blackberry). Im ready to be raptured, I dont want to be left behind!

11
rmfreply
awful.systems

Holy shit, I also got into crocheting last week. I have, however, managed to entirely avoid any hobby drama so far, but of fucking course this one is also being thrown into the fucking AI meatgrinder, ugh money people are so smart, man

7

Love your threads (haha). I didn't have a mastodon account, so actually you're my first follow :)

3

I think there’s a typo: we have to explore new technologies as they enter the market TO risk being left behind [by our customers].

7

Yeah it's really bad, I've been into crocheting and knitting (more of a knitter now) for about 2 years and if it's not fake AI patterns or yarn companies dropping the ball, it's pattern designers using AI to generate background pictures and stuff. I've been really disappointed with some people who really should have known better. You are in a creative, artistic hobby space! Why are you using a slop machine and devaluing work of other artists! Ugh.

At least being on ravelry and checking out other people's project attempts/pattern comments has so far saved me from falling for AI bs.

6
awful.systems

bow before the true champion of the working class, s e gyges:

a lot of opposition to AI is rent seeking, and the material incentives of being a rentier, even a small time one, lead you towards fascist conclusions from first principles

between him saying this, and other ai pushers declaring the ai conscious and being enslaved (and being actually fine with helping promulgating what they truly believe is slavery, because hey, you need to pay the rent), i am afraid something worse than usual entered the californian drinking water.

(not linking to the skeet on purpose).

20

I just remembered what his slopstack is called. My "Very Sane AI Newsletter" has people asking a lot of questions already answered by the name of my newsletter.

8
awful.systems

other ai pushers declaring the ai conscious

Hey now, segyges has had his own whinging multithousand word blogpost on model consciousness out since early spring (tldr: currently not really conscious, but it's inevitable because I really want it to, so don't be on the wrong side of history when it happens).

He seems to be angling for the role of TPOT scott alexander, except instead of gradually cultivating a consensus in favor of eugenics and being ruled by high IQ overmen his long term thing is establishing any perceived anti-AI stance as an unforgivable moral failing.

18
fullsquarereply
awful.systems

just yesterday that motherfucker posted allegation that "slop" is a word from nazi vocabulary. so that bitch says that any criticism of ai is far right signifier actually. as in, the product being sold on a promise of displacing all labour and redirecting all wealth to five sfba dipshits, and cooking brains of maga boomers worldwide as we speak

15

Really hope the people outside of our little forum paid attention when warned Gyges was also an AI doomer.

6
awful.systems

"Slop" as we use it to describe AI outputs came into the discourse via left-wing twitter and podcasts using "slop" as a term for mass entertainment media (like Marvel movies — cape slop). Used negatively but also self deprecatingly: I can't wait for the new episode of "Stranger Things", because I need my slop. The explicit metaphor is pigs happily eating buckets of food waste from a trough. It's just slop. Nothing nefarious.

6
Hypnosiflreply
awful.systems

I think this may have been a case of the "dirtbag left" types using slang that originated on 4chan, I did a search with date restrictions on the 4plebs archive site and found posts using it for mindless entertainment going back to 2012 at least

4

Here's an example from an 1897 book review I found in the google books corpus: "There never was anything in all this world quite so provincial as American literature. When we over here are not reading slop we read the books that bear the approval of London." Or this doggerel from the October 1920 issue of Farm Journal: "I read all kinds of printed junk / the good, the noble and the punk / the ancient and the new / and men who see me reading slop / predict that if I do not stop / my head will go askew."

These both seem like wiktionary's current sense 8 ("Content or entertainment which is worthless, or produced and consumed mindlessly"), so I don't see any need to credit 4chan or 21st-century anti-Semites in general.

https://languagelog.ldc.upenn.edu/nll/?p=73708#comment-1642217

6

Sadly I think the popularization does owe a lot to the intermediate stage where 4chan started calling mass entertainment media "goyslop," but even the Protocols types switched to tacking on specific descriptors before it made it out into the mainstream and got picked up as a term for genAI output.

2
Soyweiserreply
awful.systems

Look he is right, if you redefine 'rent' to mean something totally else that includes people being paid for their labour.

In the same way that telling people they should pay their fair share of taxes is actually saying you want to murder them. (Sorry crazy libertarian logic is the only way I can make sense of this).

13
awful.systems

He points out that mathematicians are also rent-seekers (though only 20% rent-seeking). You know, those famously capital-extractive mathematicians.

9

Damn, I was raking in so much cash from my mathematical theorems. Pretty good source of passive income, came with nice tax benefits too. Too bad it's all gone now. Maybe I should put my money in REITs.

8

I just wonder if he means 'they are looking to pay their rent' or 'they are holding on the 'capital of being able to do math' and want to be paid for it'.

7
awful.systems

yeah it like. infuriates me that "fully automated luxury communism" was named in a way to specifically pay homage to the past. the word "communism" itself is some sort of vicious traditionalism that refuses to create new things

https://bsky.app/profile/segyges.bsky.social/post/3my3letkpbc2b

Lol dorkus

It's "fully automated luxury gay space communism", and every adjective is a pithy critique of the past.

6

"Lol dorkus" is an idiomatic translation of Quod gratis asseritur, gratis negatur (more literally "What is freely asserted is freely denied"), and if you call that "Hitchens's razor" I will fucking cut you.

7

vicious traditionalism that refuses to create new things

The "vicious traditionalism" that develops among his fellow travelers, who insist that some form of autonomous, inscrutable AI has to be the next step in technological progress, will be something to see. Religious movements don't just stop when their central prophecy disappoints.

4

Yeah this is literally pants-on-head crazy. The explicit business model of the AI companies is rent-seeking on as much human activity as they can figure out how to intermediate. I suspect our friend is having a bit of a dark night of the soul, and trying to cope with it by turning his opposition's obviously correct argument back on them in slipshod fashion. Dare I say, a typical Republican tactic?

12

TFG: Everything I don't like is rent seeking. Checkmate, anyone ideologically to the left of me

11
awful.systems

I tried coming up with a good interpretation of what he said and I came up empty handed. I'm sure he will write a very helpful 5 part 20000 word blog post explaining exactly what he means.

So far I've come up with this: the AI can supposedly do jobs faster and better than any human, so if we try to stop that, we are destroying economic value and "rent seeking". If a thief goes to my house, steals one of my own drawings, scribbles on it himself to make it "better", and sells it for 5 cents, I shouldn't stop him because I will be destroying the economic value that he is creating. Oh yeah and this leads to fascism for some reason.

And pro-AI people are not rent seeking at all. They just want to transfer the economic value of labor, knowledge, and expertise to whoever happens to own data centers.

8

Yeah, I mean you could twist it to say labour unions do nothing but let workers rent-seek on their human capital instead of getting paid the only true god-given market rate. USian brainworms all the way.

6
awful.systems

another ai pusher recently generated a slop image, where she and the chairman xi are fighting the united forces of darkness, which include the ai companies, people opposing the LLM embrace and american conservatives. the thing they're fighting over? “open technology”.

10

…and all of them are working for one or another californian ai company or a slopware house.

8
awful.systems

q: is an image derivative of a slop image still a slop image if the process of creating the derivative did not involve Sloppy Babobots? Asking for a friend, who is me, also this question is not intended to be philosophical.

4

What do you have in mind specifically? Parody? It depends a little on intent but I would say not a problem at all, others might disagree.

4

More news about the character dot ai bankruptcy: as it turns out, the true economics of the company are disastrous. At their peak, their revenue was around $1M a month while their AI compute expenses alone were $14M a month! Their total expenses in 2025 were around $18.5M a month before counting legal fees. All of this is for a pure text-based low power LLM (none of the "reasoning" business).

Before AI boosters crow about how much cheaper AI is currently, they tried every trick in the book to enshittify: open models, ads, usage limits, etc. This allowed them to cut down their losses to a mere $9M a month.

Surely this is all one big exception, everyone else in the AI bubble is doing just fine!

19
corbinreply
awful.systems

I haven't really kept up, but it looks like Character's business model was still focused on NSFW content. If so, then this is also a disaster for the industry at large, since NSFW content is one of the few genuine money-printers for chatbot and image-generation services; people really do want thousands of iterations of the same fantasy, slightly changed in order to stay engaging, and Character was highly recommended as a source of affordable slop. (Examples of unaffordability include the rampant free-tier abuse on ChatGPT, Gemini, and Grok; I'm assuming that customers are willing to open their wallets at least a little. In general, the porn industry turns a profit, so I do think that people will pay for porn.)

My prior estimate (previously, on Awful and on Lobsters) was that token generation was subsidized to the tune of an effective 80-90% discount; this looks to be more in the 90-95% range. For contrast, consider chatbot-booster Willison's belief, in reply above, that Chinese labs will magically produce a five-fold improvement in token production; this still would be between two to four times slower than needed to turn a profit for Character.

16
V0ldekreply
awful.systems

How you look at "my company pays $14 for every $ from the user" and not like, idk, stop, seek help, change your job, name, and address, is completely beyond me.

11

I mean, the founders literally did that, Google hired them back at a 2.8 billion dollar premium for some reason.

7

You assume that the VCs will keep you alive a little longer as a honeypot to gather more plaintext blackmail material and private information and keep preparing to sell out to Facebook

6
awful.systems

Feel like this blog must have made the rounds but today is the first time I’m actually reading it and it’s sharp enough to cut with:

Every death on my corner is offset, with a third of a toddler left over, and I’d like that number in the conversation the next time somebody calls me a murderer out the window of a passing Kia.

19

My mother, who paid for Haverford, says she didn’t raise a drug dealer. That’s accurate. She raised a quant, and the quant made a lateral move.

🤌🤌🤌 Chef's fucking kiss

8

The comments have some real gems too.

Fair. I've reweighted in DALYs. The net goes up, because my customers' remaining DALYs are low. Thanks for the push.

3
antifuchsreply
awful.systems

Weird, it’s a regular Google trust services issued cert here; my Firefox doesn’t complain about it.

3

Same here, Chrome works, but I am also behind some weird corporate network.

2

Previously, on Awful, Gutsick Gibbon spent an hour ripping apart T. Beale's (VD's) anti-evolution book. She was still angry though, so she got her prior collaborator and four friends to join her for a complete dissection of VD's bullshit claims. Content warning for literally everything awful we discuss here, including sex crimes, neo-Nazis, Silicon Valley bullshit, and remarkably bad arithmetic. My choice sneer is her chosen video title, "Six Scientists Roast One Racist Loser (Heartwarming) (Four Hours) (Hopecore)". GG's requested that we not give VD any attention other than reminding him that he's such a pathetic loser that even white nationalists disavow him as too boring and insipid, so I'm not posting this to a top-level topic, but I'm getting a lot of household chores done while listening to it in the background and maybe you will too.

16
awful.systems

Anthropic has a new angle for trying to get local LLMs banned, apparently they're about to be able to use your temu android tv to take over your smart toaster:

Our experiments suggest that small AI models may be months away from being capable enough to self-replicate on commercial internet-of-things (IoT) devices, like smart ovens and off-brand Android TV boxes. A replicator like this would be challenging to shut down, since there’s no centralized point to shut off—though it may be slow (with a doubling time of days). Unlike non-AI malware, it could also figure out unfamiliar devices on its own. In our evaluations, a 9B model got inference running on 8 of the 9 hardware types we tested

edit: The TVs need to be off-brand to lack basic security features, and also there must be at least four of them to even start being inference-capable, and the actual setting up of a distributed inference network on android tvs is handwaved as "feasible".

The thrilling conclusion of this blog post is called Signs of Life, because of course it is.

16
samvinesreply
awful.systems

MalwareTech/Marcus Hutchins has an excellent take on this that he posted for the normies on linkedin

Posted verbatim below to save you from having to read LinkedIn


Anthropic really won't let this botnet thing go. It's so desperate & ridiculous.

  1. 9B parameter models are so weak that they're essentially useless. There is no reason at all for anyone or anything to be self-replicating them.

  2. Even if you quantize a 9B parameter model down to the smallest possible size (at which point it becomes less than useless), and you run it on regular RAM instead of VRAM (at which point it also becomes painfully slow) it still requires about 5 GB of RAM, which is way more than most IoT device has.

  3. Mirai is already self-propagating across millions of IoT devices without the help of any AI. It's simply not needed, and it adds unnecessary complexity.

  4. Many IoT devices are ephemeral and their entire OS is reset on reboot, so any code running on the device is gone after reboot. The AI models would also be competing with malware like Mirai, which propagates exponentially faster, and locks down the devices so other malware can't get in.

  5. Again, why? What is the purpose of this. Anthropic keeps pushing this ridiculous idea but have yet to establish any reason for why this would actually happen, or who would benefit from it.

  6. Any remotely intelligent threat actor would just use a powerful unquantized models to reverse engineer & find vulnerabilities in obscure devices and write normal (AI-free) self-propagating code. Ironically, they typically do this by stealing Anthropic API keys and using Anthropic's models, not open-weight ones.

  7. Again, why are we self-propagating open-weight models? There is absolutely no reason to do that. The combined processing power of every IoT device on earth would be less than a moderately sized stolen cloud compute GPU instance.

  8. I'm pretty sure Anthropic keeps pushing these ridiculous narratives in an attempt to paint open models as dangerous, thus making the case for banning them. They have been OBSESSED with GLM lately, likely because it's eating their overpriced lunch. This research is just so deeply unserious, that it's impossible to believe it's being done in good faith.

19

What if an AI did the same thing that Mirai is already doing only we spent far more money on the attempt and we were almost certainly legally liable for the consequences?

7
samvinesreply
awful.systems

Sorry I thought this updated comment was a better one 😅

For full transparency my original comment was a moan about how I can't decide whether Dario and co are confidence scammers or genuinely earnestly think that these next word prediction models are sentient due to all the brain damage, they've inflicted on themselves. FWIW Sama and friends are almost certainly in that first camp.

7
geriksonreply
awful.systems

Sama is a serial scammer, this is just the biggest scam he's managed to foster. He'll say whatever it takes to get the payout.

Dario is a true believer but I also think the prospect of $billions skews his judgement

11

The presence of billions of dollars under anyone's control destroys anyone's brains as their lives have all negative feedback removed, their surroundings become a reflection of their own preferences alone rather than bearing any information about the world, and their social connections become transactional and sycophantic.

6

mirai also was spotted ten years ago, and if iot push happened earlier so would it

3
awful.systems

It's funny how they're twisting themselves into pretzels to make this work. They started by casually saying that AI could copy itself onto the internet, not anticipating that people would immediately point out just how much hardware it takes to run their AI. Seems like they really want to die on this hill.

13

What fullsquare said, they've got years of sci-fi filtered through lesswrong short stories and sequence posts saying it could happen, so they repeated that despite all the ways it is completely impossible given the limitations and hardware requirements of LLMs.

11

And yet so much less plausible than "diamondoid nanobacteria" or whatever it is. I think the problem is that you can recognize all the words without having read the same obscure sci-fi stories as Yud.

6

I think the problem is that you can recognize all the words without having read the same obscure sci-fi stories as Yud.

i mean that's why we all are here, the problem is that they have thiel's money and white house advisors

And yet so much less plausible than “diamondoid nanobacteria”

drexler is a hack and yud's nanobots can't grow, can't divide (they're made from stiff material), can't self-repair (it's one piece), and would turn out to be extremely expensive coal dust fire, and that's before you look too closely, so i wouldn't say that because iot devices at least aren't forbidden by known laws of physics

10

I wonder what answers you would get if you polled these Anthropic people about the Covid lab leak theory

9

Self-replicating prompt-injection text is a much more interesting and much more immanent threat to cause AI systems to misbehave in a propagating way

7
fullsquarereply
awful.systems

As if insufficient volume of text output was ever a problem among lesswrongers

18

Im just surprised they have even more ideas they have not written up, surely we are missing out on some quality content.

Butlerian Jihad now.

6

Aella was homeschooled by fundies. I don't think anyone ever sat her down and explained that first and foremost you write to figure out what you think about something. She must know the OnlyFans model of a celebrity and dozens of underlings in a call center answering 'her' texts in 'her' voice and selling her smut.

10

Pray tell, how is the chatbot going to know what you want to say if you won’t write it out? This feels a little too obvious.

8

as soon as AI is good enough to discharge feces out of my butt as good as I would if I had enough fiber in my diet, I intend to use AI to do so. I know how I want to poop, and I could poop so much more if I didn't need to manual labor little clumps out one by one

::: spoiler obligatory apology for the foregoing sorry not sorry :::

7

Nah I think it was earlier than that... Markov chain models!

In fact you could probably do better by building script that pseudo-randomly picks words from categories containing "intelligent sounding" words and "lewd" words and "edgelord" words

4
awful.systems

Also notable for being the first to get a kid killed by AI suicide encouragement. Burn it to the ground and make teeth fillings from the slag.

10

Bankruptcy means they're not going to be paying out damages for all the AI Psychosis they caused.

8

Couldn't happen to a nicer bunch of people. Shame they're probably all made and siphoned off life-changing amounts of money before this happened. I guess we can always hope they take up smoking because AI is going to cure cancer.

9
BioManreply
awful.systems

They looking to get off the hook before all the class action lawsuits pile up?

9
BioManreply
awful.systems

Wonder who gets all the plaintext logs from all their victims

6

not done yet

Under this ​process, Disney's bid would set a baseline offer while allowing competing bidders to submit higher bids, and the company expects ​the sale process to conclude by late November or ​early December 2026.

perhaps them, and maybe these are linked to identities of users

3
fullsquarereply
awful.systems

it's not shutting down so far, and if anyone buys that part it will remain up

4

please let nobody buy it and have it shut down. it’s arguably the patient zero of ai psychosis

4

This is sad news, as companies are not alive, this means there is no new public toilet.

6
awful.systems

Palantir CTO Shyam Sankar says researchers have started smoking, believing AI will cure cancer via r/nottheonion

The Palantir CTO said that researchers were now so confident in AI that they had started smoking. “So many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI,” Shyam Sankar told CBS. "I believe so much in AI that it's going to cure cancer. So I will—I'm showing you my chips are all in." Perhaps, the researchers think that there is no better way of showing faith in AI than to indulge in something that could cause them cancer – hopefully AI finds that cure before things get serious.

ok way to snitch on them to health insurance bot. presumably all their CEO customers are prompting "hike premiums on dumbasses. make no mistakes no luigi". happy open enrollment season. /s

14

Costly signaling by which one credibly gives something up to follow the precepts of the cult and demonstrate that one believes in the face of personal disadvantage is one of the strongest things that predicts cohesion of a religious movement.

12

This is proper cult membership credibility testing stuff. "If you really believe, you'll drink the koolaid"

12
discuss.tchncs.de

I recognise that the sloperator is pretty damn insecure about their AI usage. [YES][NO]

13

I've actually met this person in a different context some years ago, and yes, his ego has always been extremely fragile.

7

Right on buddy, I too want to live in a future where my diamonds are judged by their brilliance and my passion as a magnate, not by the child labor I employ to produce them.

11
awful.systems

Kind of fascinated by how this guy has gone into reddit threads about this to complain about being bullied, including complaining that people are sharing this screenshot with his full name and face unredacted. Buddy, I don't know what to tell you about who's responsible for that one.

8

Plot twist: he just told the chatbot to put in a screen about slop usage, didn’t look at the result, and it dug up a photo portrait from his photos without him noticing

4
corbinreply
awful.systems

For copyright purposes, all patches must be substantially human-written. However, it seems that most patches are now prepared with chatbot assistance, so that effectively means that people are required to be psychotic centaurs in order to keep up with review demand. There's an LWN secret link from the documentation lieutenant which summarizes the linked LKML thread. My former lieutenant, in the Direct Rendering Manager (DRM) subsystem, is apparently having a bad time:

Airlie asked his sub-maintainers; most of them identified him as the biggest pain point. More seriously, it was that the DRM subsystem is still seeing too many regressions. There is a push within the subsystem to move development to GitLab in order to use its CI features; he is not standing in the way because he wants to see how it turns out.

This is a more systemic problem than one might expect, because DRM (and DRI, Direct Rendering Infrastructure) are partially shared between Linux and the BSDs. This subsystem has creaked along under the weight of corporate expectations for decades, mostly fueled by a kind of quiet sponsorship of young university folks from GPU vendors along with outsourced drivers produced behind corporate privacy and thrown over the wall. Every vendor, even our eternal nemesis nVidia, has made repeated concessions in order to try to figure out the maintainer burden, but it seems that we are still dependent on Airlie's stoutness and willingness to get shouted at by Torvalds.

7

The saga of DRM/DRI and "open" GPU drivers is one of those topics for which I wish I could hire a historian to write an extensive treatment. The primary sources of how we ended up here, mailing list discussions and the like, are probably mostly publicly available, but unless you were there, who has taken the time to understand how it all happened?

7

I think it was modern warfare 2 but they redacted all explicit references because activision or whoever was starting to make annoyed legal noises.

The insistence on using number of functions copied as a metric is weird, like of course a port isn't going to be a function-to-function translation, programming languages are never a 1-1 match with each other that's kind of the point of having more than one.

What we needed was an automated check that tells agents whether a reconstructed function matches the original. It should verify identical semantics. A simple PASS or FAIL signal would be enough and the agent can figure out on its own what’s wrong.

Uh, sure.

Also a lot of their recommendations come of as no-duh, like pressing the compact conversation button early to reduce tokens or using a common specification document across LLM instances to keep them more coordinated, how novel, are you kidding me.

Another one of their recommendations is that fixing stuff causes garbage to accumulate, so if something isn't working out you are better off starting from scratch, because tokens are cheap now! You just need to be doing the equivalent of maxing out dad's credit cards by using multiple private subscriptions in tandem, and I guess also make sure to time your dev cycle to coincide with the two major LLM vendors having a money burning competition on their way to an IPO.

Finally there's a whole hypecycle going on currently that this feeds into, that makes headline readers think that LLMs can convert binaries right back into code now, when they are actually using an MCP to control existing decompilation software which is so far from the same thing.

8
awful.systems

furthering my previous guessing that there's likely only appetite for 2, maybe 3, of these ridiculous IPOs, a number of analyst notes have started kicking around and they're getting progressively more realistic in their outlook. saw this one this morning

Red Flag #3: The IPO is Exit Liquidity, Not Growth Capital

To justify a $2 trillion valuation, our model shows that Anthropic would have to:
 • immediately improve NOPAT margin to 10% and sustain it for the next 10 years (compared to -175% reported operating margin in 2025),
 • grow revenue by 1000% in 2026 and 100% in 2027, and
 • grow revenue 56% compounded annually from 2028-2035.

sounds ambitious. sure hope they don't have any material risks and systematic exposures that make that harder!

In this scenario, Anthropic’s
1. revenue would reach $3.6 trillion (compared to $4.6 billion in 2025), which is 1.4x the combined TTM
revenue of Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), NVIDIA (NVDA), Meta (META), and Oracle (ORCL).
2. NOPAT would reach $358 billion in 2035, compared to the company’s -$8 billion reported operating loss in 2025. For reference, $358 billion is 2.0x NVIDIA’s $184 billion and 2.6x Apple’s $136 billion in TTM NOPAT.

good thing the cost of inference is going down! sure, qwen3.8-27b is already stale and everyone needs to throw another couple hundred million at another training update, but the cost of inference! /s

12

At this point I'm gonna dig a big hole in my yard and stick a sign next to it that says "AI datacenter" with a down arrow. I figure I can get a way better prospectus than anyone currently on the market.

6

Slop foundries solved the “slop is uncopyrightable” problem by making the output so awful that nobody would want to pinch it

12

Jonny took a look at Meta's "Wonder" model they just released. Here's how the thread starts:

The hourly history backup just failed in a way you should hear about plainly: the backup worker accidentally deleted the backup repo itself mid-run. The repo's entire git history and all the DB sidecar files up to watermark 330145 are gone — that deletion was the worker's own mistake, not a platform event.

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awful.systems

While doing research on our friends, I found (a disowned Reddit comment which found) another banger from the guy who pointed out that pinball is too chaotic for superintelligences to predict (discussed previously, on Awful): whole-bird emulation requires quantum mechanics, or "WBE requires QM" for short. Apparently WBE was a minor meme inside the community at some point, but I'm not sure who first noticed the situation. In short, birds with certain chemicals in their eyes may have the ability to sense magnetic fields due to QM effects. (I'd normally recommend WP on this, but the relevant article is bizarrely skeptical about the situation, although it does include a decent diagram.) As such, our friends consider the possibility that their vaunted superintelligence tasks (ancestor simulations, Newcomb predictors, etc.) are harder than WBE, which itself is much harder than e.g. cracking classical cryptography with Shor's algorithm or some other not-yet-reached quantum-computing task. The author left a great sneer in the comments:

Adding a compass is unlikely to also make the bird disoriented when exposed to a weak magnetic field which oscillates at the right frequency. Which means that the emulated bird will not behave like the real bird in this scenario. You could add this phenomenon in by hand. Attach some detector to your compass and have it turn off the compass when these fields are measured. More generally, adding in these features ad hoc will likely work for the things that you know about ahead of time, but is very unlikely to work like the bird outside of its training distribution. If you have a model of the bird that includes the relevant physics for this phenomenon, it is much more likely to work outside of its training distribution.

Ro-ro-rotate your model of the bird, rotate your model of the bird for science!

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awful.systems

I'm starting to think that simulating the future and past based on a single picture of a falling apple might be a little difficult.

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Don Pianoreply
feddit.org

Oh, but for a Bayesian super intelligence it'd be easy!

That's actually true in a way: Bayes theorem and (actual science-oriented, rather than bullshit handwavey) statistics involving it are about how conditional probabilities interact, including, overly simplified, how to get from prior probabilities (what i find how probable before looking at data) to posterior probabilities (what i find how probable conditioned on data).

Basically what it means to throw "Bayesian" into the word soup (because a stew requires more substance) is that the fairy tale is not about some blank slate figuring out everything from minimal data and first principles, but that it's about a model that starts accurately and doesn't have to adjust much (because otherwise by necessity it'd need more data - otherwise it's not Bayesian).

God I hate this

5

Basically: if it's Bayesian, the less data you put in, the closer you remain to what you started with. It's not magic.

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Don Pianoreply
feddit.org

Maybe I should put in the effort and make a full post some day

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awful.systems

Here's that falling apple thing so that it might be referenced in the full post: https://www.lesswrong.com/posts/5wMcKNAwB6X4mp9og/that-alien-message

I totally remembered the claim wrong. Forgive me for I am after all mere human and not a Bayesian superintelligence:

A Bayesian superintelligence, hooked up to a webcam, would invent General Relativity as a hypothesis—perhaps not the dominant hypothesis, compared to Newtonian mechanics, but still a hypothesis under direct consideration—by the time it had seen the third frame of a falling apple. It might guess it from the first frame, if it saw the statics of a bent blade of grass.

I wonder how many webcam frames were needed for the ancestor simulations; given that we're all actually digital copies in Newcombian-basilisk-hell™ without realizing it.

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Don Pianoreply
feddit.org

These people love to feel sciencey but hate the actual science part where you have to look and look elsewhere and readjust and suddenly learning more takes generations of time and material investment instead of handwaving wildly

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Yep, so many of their favorite tropes and assumptions fail when an actual expert breaks them down. Like their belief in the possibility of Drexler-style nanotech has been taken down quite firmly several times (here is a good takedown that got posted to the EA forums), Drexler's ideas pretty firmly ignore how things actually work at the molecular level...

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Damn, and here I was all ready to download some tasty chicken and start fattening it up in MAME (Multiple Avian Maturation Emulator)

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https://sfstandard.com/2026/10/13/openai-engineer-arrested-alleged-bugging-executive-conference-room/ h/t Naked Capitalism

A chatbot account tied to Alfozan’s spouse, which shared identifiers with his own account, submitted prompts between Sept. 24 and Sept. 30 about building, installing, obscuring, and remotely accessing a recording device, prosecutors said. Queries included how to “build a continuous audio recorder” and “encrypt the SD card,” prosecutors claimed. On Sept. 27 and 28, the account asked about the specific device that was later found, including its unique MAC address.

lol asking ChatGPT how to bug OpenAI from your wife's account.

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awful.systems

Lesswrongers go full panpsychism: https://www.lesswrong.com/posts/wCY4oNHpH2HGYGSoP/the-user-in-the-llm-might-be-a-moral-patient-too-a-strange

To try to TLDR this multilayered bit of crazy... lesswrongers already theorize LLMs might be sapient and/or have morally meaningful internal experiences. Except... LLMs obviously "behave" wildly differently when prompted differently and especially when put into different "agent harnesses"... so the big brain follow-up thought is what if the different personas an LLM can exhibit are all different "people" (for the purposes of utilitarian accounting and/or what their internal experiences are like... the exact "theory" can vary by lesswronger). The even more insane full galaxy brain follow-up thought: what if the user's input to the LLM is forming yet another "person", like a copy/reflection/simulacrum of the user!

TLDR for the TLDR: What if not only the LLM was sentient/sapient, but also held a sentient/sapient simulacrum of the user inside!

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Can we just revoke these peoples' internet loicense please? Increasingly I empathize with the award winning and erudite medical doctors who get wheeled out on talk shows to argue with "Bob, 57, drinks his own piss daily" as a peer.

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As someone who isn't totally uninterested in animal welfare the shrimp argument always makes me generally grumpy. Like, I'll grant that it's better to use a stunner than to not and that it's probably a good use of $15, but the whole problem with EAs is that they have significantly more than $15 at their disposal. Like, if you just do the naive multiplication you'll end up missing out on two things. On the one side opportunities that require a lot more than $15 to have a positive impact that are going otherwise underserved. On the other, more important side, their emphasis on economic efficiency leaves them blind to the completely avoidable harms that are inflicted in the accumulation of that much money. That's how grifters like SBF work their way in, and why the whole enterprise seems to be earning a reputation as a way to make tech billionaires feel better about themselves rather than actually making the world a better place.

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I think the shrimp stunner isn't even a thing, it's just something semi-plausible bentham's bulldog invented to make his argument work.

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awful.systems

Question: anyone has a link to a good primer on the rationalists and especially how that whole environment influences/interacts with the large AI companies like Anthropic?

I need something to bring some ppl I know up to speed on this bc when they ask me "wait, what do you mean when you say that Silicone Valley turned into an AI cult with orgies" I just stare into space overwhelmed by the magnitude of the task ahead of me.

Edit: thanks everyone for responses, I'll get my friend started with Sex, AI, and the Apocalypse and then point him at rational wiki for any further questions.

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awful.systems

What type of documentation are you looking for? The big picture is easily googleable and wikipediable: EY got a few of the super-rich excited enough about doomer drama to bankroll the founding of OpenAI, whose governing body was mostly EAs (until the Altman-Nadella counter-coup) while Anthropic were the people who bailed because they though OAI weren't serious enough about alignment, and suddenly getting dicked in a rationalist compound group house has immense career implications in the burgeoning AI sector.

Also terms like AGI, ASI, AI alignment, existential risk et al started out as lesswrong shibboleths, and so-called alignment research is almost completely a rationalist circlejerk.

Pinning the EA/rats down as a cult is where it gets murkier because it's mostly them telling on themselves in social media and blog post implications, like how they foster a culture of zero personal boundaries, ingroup overdependence and rigid hierarchies stratified around claimed IQ and proximity to the Great Work of not messing up the robot god incantation that ends the world.

You could do worse than the Behind the Bastards episode on the Zizians, mostly because unlike Leverage or MAPLE who kind of did their own thing but with rationalist funding and human capital, the Zizians can be fairly described as what happens if you actually take the more esoteric aspects of rationalism seriously.

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Also, the really powerful people keep the details mercifully secret. My elevator pitch is "remember how the exec team at FTX were living in a penthouse apartment, sleeping together, and posting harem fantasies? People who have met them say the Rationalists and AI company staff live like that."

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rhamphreply
awful.systems

I haven’t tried it out in the wild, but I feel that Sex, AI, and the Apocalypse appropriately addresses a lot of noteworthy aspects, even though the title gives so much prominence to ‘sex’.

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Just found this on sneerclub, this seems like a reasonable intro to the subject. Thanks!

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awful.systems

It's a catchy summary because he leans into the weird sex stuff instead of say the cosmism aspect, but the writer is a knob who doesn't like EA/rats for basically the same reasons as Peter Thiel, so take him with a grain of salt.

He's also likened anti-data center activism to jewish pogroms and believes that AI resentment can be summed up as "curing cancer is less important than my job satisfaction".

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You also have to transcribe all the screenshots and google them to trace them back to source. RationalWiki his thread is not.

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A frustrating (and beware, long) post I came across: Coding is NOT solved

Starts off with some good sneers:

Those who claim LLM-generated software is good enough: ❌ Haven’t written code in ages ❌ Cannot spot if their code figuratively had 6 fingers! ❌ Have a low bar for what good looks like ❌ Don’t care about quality or NFR ❌ Have difficulty understanding an S-curve ✅ Are honest: AI genuinely writes better code than them

But the author can't get over their AI-centrism:

Instead of following other people’s advice, build with AI, gain first hand experience and make up your mind. But whatever you do, please please please don’t fool yourself into believing this is a fad. AI is here to stay, and as I stated above there are some genuine use cases for it already.

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Unconfirmed rumor says that a Swedish streaming service had to postpone the premiere of a new game show season because an "AI agent" deleted the completed cut of the show.

Via SVT: https://www.svt.se/kultur/tekniskt-haveri-tv4-skjuter-upp-realitysatsning

References Aftonbladet: https://www.aftonbladet.se/nojesbladet/a/31oE8A/the-challenge-sverige-raderad-av-ai-bara-veckor-innan-premiaren

The streaming service (TV4) says it's a "technical issue" (the Swedish term "haveri" is used for everything from a computer system crash to an airplane crash).

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awful.systems

I have unfortunately stumbled upon some nonsense from r/singularity

shockingly, the top comments are calling bs:

”I'm sorry but I think this time line is a load of bull. "Human task duration at 80% success". How exactly do you put a millenium prize puzzle on such an axis? It doesn't even make any sense. Whoever is making this chart is just trying to stay relevant but his analysis holds little predictive power.”

They also missed how that graph is measuring software/coding tasks, while the OP was estimating based off math ability, which are two wildly different fields

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fullsquarereply
awful.systems

i also like how they skipped the part where it was 10k (or whatever) instances running in parallel

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lurkerreply
awful.systems

The y axis is also incredibly misleading-everything under 56h is squashed down so that the gap looks bigger

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If they wanted to show exponential relationship, then exponential scale would work better, but i think it was just a ceiling on former benchmarks

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The IMF is basically always saying get ready to fuck the poors with a rusty chainsaw.

That's like their whole thing, their raisin dough etcetera as they say.

Looks like AI can be everyone's reason for everything. The rich can use it to get richer and make the poors poorer.

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awful.systems

releasing something like a room-temperature superconductor could be beneficial

[…]

Other tech breakthroughs - an amazing video game

Okay.

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And it can't even make proper video games. (A lot of companies do use AI tools (and experience a backlash) it seems quite bad at making video games, in fact there was a remake (? I think could also be a remaster) of the older game shogun 2 which used a lot lf AI to remake it, and it was so bad it has been pulled from sale, this was last/this week btw).

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awful.systems

Viral AI-Generated Comedian Steals Jokes And Is Rewarded With Millions Of Views | Kotaku h/t naked capitalism

On October 3, comedian George Brett Olson shared a video comparing one of Sloan’s jokes to an excerpt from his own performance, and it’s clear that someone was, at the very least, inspired by not only Olson’s joke, but his outfit, too.

And the creator behind Sloan can easily whip up a few variants of the same joke using different clothing and actors to see which one the algorithm rewards more. And if you really, really like Sloan, “she” even has an OnlyFans account.

jfc ofc "she" does.

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awful.systems

Is there a history of how the cult of prediction markets spread to Silicon Valley? Its an old idea but since the 1990s is especially popular with Libertarians and hard neoliberals like Robin Hanson. When did it get on LessWrong? By 2013 or so, rationalists were telling strangers at social events that the only way to know if a healthcare system worked was to bet on it, and not just, you know, risk your life and health on it.

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There was the Cathedral and Bazaar stuff too, although that was less about markets and more about collective wisdom. Early FOSS culture was anticapitalist so the Libertarians had to frame things carefully.

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awful.systems

Robin Hanson seems like the incredibly obvious primary suspect, you mean where he got the idea in the first place?

He is a close associate of Eliezer Yudkowsky, who formerly co-blogged with Hanson on Hanson's blog, Overcoming Bias, before starting LessWrong.

RW also says 2013 was when he first published as papers all his prediction market stuff.

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awful.systems

The futarchy paper is funny because Hanson had the idea in 2000 but took 13 years to publish it. That is a good sign that he kept getting a desk reject or "revise and resubmit." But were people reading his blog, a mix of Libertarian fringe writing, or specifically something by Yudkowsky or SlateScott?

Phil Tetlock started his career and the Expert Political Judgement project at the University of California Berkeley although he moved to PA in 1995 https://en.wikipedia.org/wiki/Philip_E._Tetlock

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swlabrreply
awful.systems

futarchy

Once upon a time it would take just one piece of art and a hashtag to completely derail the meaning of this

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I am sure Robin Hanson knows about Japanese hermaphrodites because he hates women and hangs out with bad crowds online. He is just a bit more discreet than Yud.

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I can't find much about prediction markets on SlatStarCodex except a 2016 review of Superforecasters which takes the view that :

Maybe all this stuff about probability calibration, inside vs. outside view, willingness to change your mind, and fighting cognitive biases is starting to sound familiar? Yeah, this is pretty much the same stuff as in the Less Wrong Sequences and a lot of CFAR work. They’re both drawing from the same tradition of cognitive science and rationality studies.

So maybe it was Hanson > Yud > Rationalist / EA culture, but Hanson likes to take credit for ideas much older than him. And we know the Rats rely on pop science and podcasts much more than research literature.

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Well I think the history is just how LW started, with Hanson's blog and LW being intertwined. They are largely the same space. See also how Hanson spawned the great filter idea.

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Just listened to this and thought it was worth sharing: https://www.youtube.com/watch?v=3EY2QDfp2O4

"Are we on the verge of an AI apocalypse, or is Silicon Valley using doomsday fears to distract us from the damage AI is already doing? Tech insiders and Big Tech CEOs warn that superintelligence could wipe out humanity. Meanwhile, AI is already fuelling warfare and environmental destruction, with zero accountability. If the very people warning us about AI's dangers also stand to profit from it, is existential doom a genuine warning or the ultimate marketing strategy?

This week on The Tea, we're joined by pioneering AI researcher Dr Timnit Gebru, former co-lead of Google's Ethical AI team. Timnit warned about the dangers of large language models years before the current AI boom. In this interview, she exposes the motives and the ideology behind Silicon Valley's apocalyptic vision."

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awful.systems

So I got bored and for some reason decided to look at the AI 2027 prediction grading doc again…and its Claude Mythos rank is just straight up wrong?

To quote the doc: “ The current best 80% time horizon is Mythos Preview at 186 minutes (version 1.1; there is no measurement for version 1.0). The methodology change from TH1.0 to TH1.1 drops the best model as of AI 2027 publication (Claude 3.7 Sonnet) by 2/3 from 15 to 10 minutes. Because we care more about the pace of progress rather than the absolute values, we look at when the AI 2027 trajectory reaches 186*(3/2)=279 minutes. In a central AI-2027-speed trajectory from our AI 2027 timelines model, 279 minutes is achieved in May 2026.”

Except Claude Sonnet wasn’t dropped to 10 minutes, it was dropped to 12. to play devil’s advocate maybe it was updated between then and now? but it doesnt seem like it.

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