From Tehran to Dario
Regarding my earlier post about the Iran War ending, Iranian officials have said that Iran will open the Strait Friday so long as all hostilities cease within Iran and the Middle East, including Gaza. If that happens, the Iran War ends. Bibi is in the unique position of being able to torpedo this plan to end the Iran War. Will he do something stupid? I’m 50/50 on how he will behave.
I do not know the deal terms. What I do know is that the U.S. came out of this fiasco weaker, Iran much stronger. My sense is that the Trump Admin knew it had to find resolution before oil supply levels bottomed sometime in July which would cause the price of oil to skyrocket.
Now we can get back to other issues, such as a Sovereign Wealth AI fund. Are you kidding me? Sovereign Wealth funds are for countries that have a fiscal surplus. The U.S. is $40 Trillion in debt and runs $2 Trillion annual deficits. Any year in which the U.S. runs a surplus (won’t happen again in my lifetime), that capital needs to be allocated toward paying down the debt.
Back to Anthropic and the Fable 5 ban, Dario and his team are at the White House now as UFC Freedom 250 takes place on the South lawn. I like the UFC, but we don’t have $60 million to blow on discretionary events.
Assuming Fable 5 comes back online, I’m not OK with Dario & Company nerfing access to a model I paid for, or violating privacy terms, or using my prompts to improve its model in violation of its terms of service. All of this is forcing me to have to use opensource models.
Meanwhile, Dario and his regulatory capture strategy is trying to get opensource models banned by way of forming a Government agency that will approve/reject all models from all producers. This would be like setting up a gateway to the Internet. Dario is a scumbag. Plain and simple. He wants to kill competition in the womb. The problem for Dario and the regulators is that opensource models are not going away. Once I download them locally, you can’t touch them, which is precisely what companies are doing now. By the way, it appears China distilled Fable 5.
Here’s an AI key:
Dario & Anthropic = bad
Government gates on models = bad
Opensource models = good