Joined January 2024
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(Written in my first language)
關於「GenAI是否幫助到畫技精湛的藝術家？」
由於我並不是藝術家，無法回答，所以我決定請教認識的中國藝術家。
他並沒有拒絕使用，而是在使用後說：
「幾乎沒有輔助作用，最多使用在早期設計時的預覽階段，不會在最終成品上使用它。」
1/p
I agree for anatomy. The many possible subtle errors are funny, e.g., an extra division of the abs muscles below the navel.
And we humans are excellent at recognizing anatomy errors subconsciously (a result of sexual selection). Something feels “off” with the image.
However, as I said in my post, special effects are different.
Light effects, mist, aurorae, paint splatter, window rain splashes, etc., are high-entropy and under-constrained.
So I don't see errors.
Example: I drew the dolphins by hand and led the AI to create a graffiti from it. This image isn't great artistically, sure, but I don't think you can point to a hallucination.
Of course, contrary to software engineering, in the art world, using AI is stigmatized. It would be interesting, though, for what it would be used for if the stigma was not there.
Most professional art needs:
• consistency
• compositionality
• correctness of things with heavy global constraints (e.g., anatomy)
Which AI struggles with. But for rendering effects, those issues do not appear, and it could save a lot of time.
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ExplodeMeow retweeted
Hany Farid saying this is terrifying.
“I don’t trust anything. Every image I see, I’m drawing lines for shadows and doing geometry in my head. It’s over. Within a year or two, our whole visual system will be utterly useless.” nytimes.com/2026/06/14/us/ai…
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Jun 12
Meta had a SEV-0 outage today… less than two weeks after Meta’s most embarrassing undetected-for-too-long account takeover (also an outage)
It’s impossible to unsee Meta pushing AI for code reviews and the end result being more massive outages vs before
They are connected
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Jun 12
What's going on with SpaceX is simple
AI was running out of money so they have gouged you for $1.5tn which will go straight back into Nvidia, SpaceX, Arm...
Until they run out of money again and they have to gouge again
They are setting up a crash that will make 2008 look tiny
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Jun 11
Preempting states re: AI without enacting a sensible federal framework is just an amnesty for Big Tech.
Combined with a potential de facto bailout of OpenAI, it represents bad policy and even worse politics.
Jun 11
"INSIDE THE WHITE HOUSE AI STRATEGY — The White House is exploring a plan to block state-level AI laws by trying to attach preemption legislation to bills designed to shore up kids’ safety online, Brendan Bordelon, Cheyenne Haslett and Gabby Miller report."
Don't fall for the honey pot.
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Jun 11
RT @umiyuki_ai: GoogleがAIオーバービューの件で訴えられてドイツで敗訴。AIオーバービューが原告の出版社の事を「あの会社は詐欺や」と根も葉もないデマの悪口書いちゃってて原告ブチギレ。Googleは「いや、AIはハルシネっちゃう事あるんでしゃーないっス。AI…
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Jun 11
Paramount Games creative chief is skeptical that AI can significantly speed up making games 🎮
"We want human hands to be on our products"
“If we say ‘by fans, for fans’, and then we put AI in ... Did the computer grow up collecting Ninja Turtles action figures? And comic books? And dreaming of skateboarding in the sewers?... No"
"The reality is, those tools haven't reached the point of maturity yet where we can say there are truly meaningful savings to be found"
"While there are perhaps accelerative properties to coding that we can achieve with AI today, actual content development and generation is not moving that much faster ... and certainly not improving the quality of the content that we can create"
(via @thegamebusiness)
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Jun 9
The Art Directors Guild, IATSE Local 800 #adg800 has issued a statement on Martin Scorsese’s recent promotion of generative Artificial Intelligence (AI):
"Mr. Scorsese, The Business is not in flux.
Oscar winning director Martin Scorsese is turning his back on the human artists who throughout his career have helped him create his most memorable works.
In the recently released Black Forest Labs video promoting their generative AI product FLUX, Mr. Scorsese asks the question, “how do you communicate what you see in your head to your cast and crew?” He claims the solution is the use of this generative AI program to do the jobs that are rightfully the jurisdiction of Art Directors Guild Local 800 artists and designers - human artists and designers who have been successfully collaborating with directors to visualize their films for decades. Mr. Scorsese's promotion of a generative AI product circumvents the input of Art Directors Guild Local 800 art directors, graphic artists, illustrators, production designers, scenic artists, set designers, and other talented Union professionals.
Generative AI is only capable of producing this type of “cinematic intelligence” by ingesting large swaths of copyrighted work, likely scraped from the internet without consent, credit, compensation, or transparency.
The skills of Art Directors Guild Local 800 artists and designers bring the highest level of value to any film or television production. To think their professional contributions can be mimicked or outshone by generative AI, which is built on work likely stolen from them and many other artists from around the world, is a betrayal of the collaborative nature of cinema."
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Jun 10
Very interesting and scary report from Morgan Stanley
The financial engineering behind hyperscaler capex
The truly unsettling part of the AI boom isn’t how much money is being spent
It’s how that money is being engineered through accounting
Hidden liabilities (> $1.8T)
Huge obligations sit off‑balance‑sheet: nearly $1T in purchase commitments, $800B in leases not yet started, $2T in RPO.
Future cash outflows that don’t show up as debt.
The coming depreciation hit
Profits look good only because spending is stuck in CIP.
Big Tech faces $520B in depreciation over 3 years.
ORCL’s depreciation ratio: 7% → 28%.
Supplier financing pressure
Unpaid capex is ~$110B.
ORCL’s DPO exploded from 35 → 170 days.
The whole supply chain is effectively financing the AI build‑out.
Lease accounting gray zones
Whether GPU contracts count as leases or services is subjective — and companies use that flexibility to shift billions on/off the balance sheet.
$ORCL = the most aggressive
Largest lease commitments, RPO up 300% , capex‑to‑sales hitting 189%.
Oracle is running the highest financial leverage in the ecosystem.
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Jun 10
BREAKING! This may well be the beginning of the end.
🚨BREAKING: SoftBank tried to borrow $6 billion against its 13% OpenAI stock… to keep funding OpenAI
Banks said NO
They don’t believe OpenAI is worth $852 billion 💀
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ExplodeMeow retweeted
The big problem with chatbots is not that LLMs are going to become superintelligent. It’s that they will stop all human progress.
Literally every bit of work LLMs do is stolen from someone else. If no one is coding anymore, it’s ALL slop from here on out. It only gets worse because we’re busy one-shotting Mario instead of making something new.
We won’t get better AND LLMs won’t get better. It becomes not just model collapse for chatbots, but model collapse for humanity as we keep recycling and inhaling our own exhaust.
The extinction event is not Terminator. The extinction event is Idiocracy.
yesterday i signed up again for claude max $200 plan and had it change the whole visual metaphor of the productivity app i’ve been working on intermittently over the past year: instead of a traditional UI with tables, lists, tools, etc, i told Fable to use a desktop OS metaphor instead for displaying the various built-in mini apps (tasks, chat, notes, etc). all with a functioning dock and animated wallpaper and multiple window support etc.
fable was able to solve the problem but really i’m beyond the point of being impressed by an LLM doing some upfront task. everything worked, it “made no mistakes”, all tests passed (it even fixed old tests), but i was like ok whatever thanks. i blew past my $200 limit in 2 hours.
and now i’m sitting here like, ok, now what? do i ship this? hear me be a whiny bitch for a second: that it was too easy killed the whole part of the journey of making an app where you become a new person through the creation process, and you earn such pride in your work which in the past gave you the energy and courage to ship things.
and i’m like, i can ship this. i can try to make a buck. the app is done. but i just don’t feel a bond with the work. now if you were a somewhat savvy operator, the business type that would happily sell refrigerator coolant if you sensed an opportunity, AI will be a godsend for you. but i don’t wanna sell refrigerator coolant.
and now because everything is so easy, i hardly ever feel like i’m solving a real problem anymore. it’s like how deep of a problem am i really solving if someone can one shot my app in 2 hours?
i will say that in those 2 hours yesterday, i really enjoyed being back near the code. there’s nothing funner than making shit.
it’s just that the new way of doing things kills a lot of the creative and spiritual juices you used to get before, that many times lead to commercially beneficial outcomes.
now, i just don’t know what’s worth building anymore.
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Jun 10
🚨Breaking news that could be huge, and enormously bad for GenAI, if other countries make similar decisions.
the-decoder.com/landmark-ger…
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Jun 10
The Art Directors Guild slams Martin Scorsese for his generative AI partnership
They accused him of 'turning his back on the human artists who throughout his career have helped him create his most memorable works'
"Mr. Scorsese asks the question, 'how do you communicate what you see in your head to your cast and crew?' He claims the solution is the use of this generative AI program to do the jobs that are rightfully the jurisdiction of Art Directors Guild"
"Generative AI is only capable of producing this type of 'cinematic intelligence' by ingesting large swaths of copyrighted work, likely scraped from the internet without consent, credit, compensation, or transparency"
"The skills of Art Directors Guild Local 800 artists and designers bring the highest level of value to any film or television production. To think their professional contributions can be mimicked or outshone by generative AI, which is built on work likely stolen from them and many other artists from around the world, is a betrayal of the collaborative nature of cinema"
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The news just broke that SoftBank could not secure a 6bn$ vs its OpenAI shares
Let me tell you a thing: if you cannot secure a 6bn$ loan against collateral you claim is worth ~100bn$, then the latter isn't worth ~100bn$. In this case, it might be worth not much more than 6bn$.
Now that SoftBank is the most valuable company in Japan (on paper) people are finally finding time to scrutinise its financials a bit more and.. Surprise surprise! They are worried about what they see in there.
I am not sure what stage of idiocy this is
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Jun 9
I will never stop banging the drum that AI plagiarizes by default.
You can literally never be sure it isn't ripping something else off when you generate an image, asset, or video.
This is from Zelda if you didn't know.
Internal test game created by a single (senior) developer in 5 days using our new tools and engine. Uses WASM mini-engine (ECS, rendering, animations and physics). 100% AI generated assets using our new asset pipeline. Custom character controller. Slop or not?
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Jun 8
You should read the Quantic Dream survey of 1.75 million gamers. Nobody wants to admit this, but 85% of gamers have a negative opinion towards AI in games. It's not a vocal minority, it's the majority.
quanticfoundry.com/2025/12/1…
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Ya because they aren’t building them near wealthy neighborhoods
New study finds working class neighborhoods oppose data center at 5x the rate of wealthy neighborhoods
Via Blood in the Machine
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ExplodeMeow retweeted
Small caps have yet to see the benefits of AI:
Magnificent 7 companies' revenue per employee is up to ~$270,000, the highest in at least 3.5 years.
Since the start of 2023, this figure has surge $45,000, or 20%.
Over the same period, Russell 2000 companies' revenue per employee has declined -$20,500, or -14%, to $122,000, the lowest in at least 3.5 years.
By comparison, the remaining 493 S&P 500 companies stand at ~$195,000 per employee.
This means each Magnificent 7 employee now generates more than 2 times the revenue of a Russell 2000 employee and 38% more than the average S&P 493 employee.
This reflects both aggressive headcount reductions and strong revenue growth across the largest tech companies, while smaller companies show deteriorating efficiency.
Productivity is concentrated at the top of the market, while the rest continues to lose ground.
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Jun 9
Getting beyond pathetic when the brilliant Jensen Huang is reduced to hawking overpriced semiconductor stocks to try to prevent economic reality from kicking in.
Bubble stock valuations are ALWAYS hyped as "everybody wins." Now Huang is using similar language, and it's sad.
When irrational bubbles pop, everybody LOSES. And that's clearly coming soon...
BREAKING: Nvidia CEO Jensen Huang says to buy Qualcomm, $QCOM, stock.
"I spent the whole day selling other peoples' stock. It's good, we should be happy other people succeed," he says.
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OpenAI is a disaster. Employees are leaving it in droves because they have no plan and no clue what their product is even for.
It will “soon be capable of extraordinary things” is the same line we’ve been hearing for 5 years. No, it won’t. It compresses large datasets and lets you query it with language. It’s a fuzzy search engine. It’s a software feature. It’s not going to sprout consciousness.
The goal of giving everyone a “personal AGI” is horrifying.
If a technology is ever actually developed that has true general intelligence, then you are describing a kind of master-slave relationship.
In the real world, this is marketing drivel designed to present a slot machine as the future of mankind—because the VCs need retail for liquidity.
What a joke.
Jun 8
The north stars we're working towards at OpenAI all center around the mission: ensure AGI benefits all of humanity. AI should expand human agency, not make people less consequential to the future.
openai.com/index/built-to-be…
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