The Luck Fallacy and Luck Egalitarianism

Israel has capped off an August that saw a steady increase in number and intensity of incursions into southwest Syria with a further escalation, with multiple new infiltrations into the country and at least one new detention reported. The weekend operations were largely against the Quneitra Governorate, where IDF troops entered Al-Samdaniya al-Gharbiya, and established a […]

The Upcoming AI Spend Slowdown? Submitted by Peter Tchir of Academy Securities We have been attacking this issue orthogonally for the past few weeks. Last weekend’s Cheap China Compute brought up several issues facing the AI Spend. On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following: Enough electricity, especially at peak usage times, to fulfill their commitments. Access to water and other resources to function. Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...

The ceasefire in southern Lebanon has done very little to actually stop the fighting in the area, with Israeli forces killing hundreds of civilians in the ongoing offensives since the deal went into effect. Even this dubious ceasefire is proving increasingly controversial within the Israeli cabinet, however, with multiple ministers demanding it be formally disavowed […]