Why things will eventually fall apart: 1. Everybody, even Google, seems to be treating AI as if it were some kind of winner take all competition like web search was, in which Google taking over 95% 2. But everybody is building essentially the same technical solution with essentially the same data, so there is no moat. 3. If there is no moat, nobody is going to take 90% of the market. 4. With no clear winners, nobody can charge monopoly prices; instead, you get price wars and commodity pricing. 5. Which means everybody will wind up overpaying compared to the modest profits they will be able to make in an intensely competitive regime. Am I missing something?

University of California STEM professors want standardized tests back due to severe math deficiencies among students: “We now observe preparation gaps so severe that instructors must reteach middle school mathematics” “The current admissions metric, based primarily on GPA & essays, can no longer reliably distinguish readiness for university-level STEM majors in an era of severe grade inflation & AI assisted application essays”

We're getting another round of THE AI BUBBLE IS POPPING stories, with the news about Uber/Microsoft pulling back on AI subscriptions bc their agent costs went crazy. Maybe. But, per below, GPU rental prices are still up 2x from where they were four months ago. It doesn't seem like demand is slowing down, at all. When, eg, NYC hotel prices are twice as high as they were last year, you shouldn't believe people telling you that nobody is going to NYC anymore. Maybe someone smarter than me can correct me on this logic, but if the price for accessing AI compute is skyrocketing, that's because demand is still significantly outrunning supply, which sounds to me like the opposite of the beginning of the end of a bubble.

Since 1893, Princeton professors have left the room when students take their final exams. The idea was that if you treat students honorably, they would behave honorably. In response to AI-fueled academic dishonesty, the university just ended that system. theatlantic.com/ideas/2026/0…

Skepticism of corporate marketing and AI boosterism is always warranted, but I think the folks who accused Anthropic of overrating Mythos should check out this post by Mozilla developers indicating that the Firefox team fixed more security bugs in April using Mythos than in the past 15 months combined. hacks.mozilla.org/2026/05/be…

Counteracting the outsourcing to AI of cognitive functions by students (and academics) will require much greater emphasis on subjecting them to face to face interrogation. Unfortunately precisely this form of robust intellectual scrutiny has been marginalized in recent years by academics.

ICE agents aren't Disney villains. They're our neighbors, friends, and loved ones. These immigration and customs enforcement officers are red-blooded American patriots doing a tough job to keep our nation safe. Assaults against ICE are up 1,300%. I stand with @DHSgov.

Freeze frames of the specific moments when the ICE agent draws and fires his pistol three times, killing the woman driving the vehicle:

This doesn’t really tell us anything about what is optimal. Having a conviction expunged due to DNA evidence is still an incredibly negative signal about quality, because no unproblematic individual would ever be caught up in circumstances where a wrong conviction was possible.

Rejoice America, Christ is born!