Kaz retweeted
je vais juste dire une chose :
celui ou celle qui a pondu le programme scientifique, énergétique et technologique de LFI, il faut le pendre haut et court
Kaz retweeted
BREAKING: 41% of pending data center capacity in the US is planned to be built in states where newly elected governors have promised to stop or pause such construction, per Cleanview
Kaz retweeted
Tonight’s outcome isn’t about placing faith in Democrats or socialist principles; it’s about holding Republicans accountable for betraying their promises.
All Republicans had to do was:
1. put Americans First
2. not start another war
3. prosecute sex traffickers
The 2027 French election is already scripted?
Le Pen gets judicially eliminated. Bardella is buried under leaks. Mélenchon is protected until the runoff. Then the entire center collapses behind Lagarde so she can pose as the “adult in the room” against Mélenchon the chaos.
Only Knafo and Lisnard are in the position to wreck this plan if they join forces.
Kaz retweeted
Interesting.
Revolut reportedly only started seeing meaningful AI productivity gains after moving away from expensive OpenAI and Anthropic models to self-hosted GLM.
Decagon reportedly runs ~90% of its workloads on open weight models.
Why? Because when you're running AI agents in production for e.g. customer service, cost and latency matter enormously. You don't need a frontier model with PhD-level reasoning or even a model that knows the capital of Finland to handle every customer interaction.
We're seeing similar dynamics across hypergrowth AI startups and increasingly the large enterprises we work with.
But most importantly, the future isn't binary.
When use cases are new, you want the smartest general-purpose model available. But once workflows mature and become predictable, smaller, faster, specialized models increasingly win.
I wouldn't be surprised if 80–90% of routine enterprise AI workflows eventually run on open-weight and smaller models.
This doesn't mean frontier labs lose.
It means the market is splitting into two massive opportunities: frontier intelligence and specialized execution at scale.
Kaz retweeted
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer.
Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.
To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha.
The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people.
And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final.
We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it.
Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made.
They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making.
One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
Kaz retweeted
BREAKING: US Senator Chris Murphy hospitalized following a stroke, per his office.
This comes just days after being briefed on highly classified military planning on Iran to restart the war after the midterms, where he called Trump's plan "insane."
"I will just say this: their plan is insane. It will lead to devastating escalation and the likely destruction of our commitment to the rule of law," he said four days ago.
Kaz retweeted
La France vient d’enterrer ses hébergeurs et FAI nationaux… face à la hausse inévitable des tarifs, les clients se barreront chez leurs concurrents américains qui [spoiler alert] se torchent le fion avec ce genre de lois.
J'ai lu l'amendement I-1358 au PLF 2027, adopté ce vendredi à l'Assemblée : une taxe de 0,055 € par Go envoyé vers les abonnés des FAI français. Le chiffre est abstrait, alors comparons-le. Corrigez-moi si vous voyez des erreurs.
Deux comparaisons et un cas concret :
1. Le transit et le peering. Un port 100 Gbps coûte environ 6 300 € par mois chez un fournisseur de transit mondial. En interconnexion directe avec un FAI européen, compter 3 à 5 fois plus, soit 20 à 30 k€ par mois. Sur ce port (a), la taxe atteint 1,02 M€ par mois, soit environ 3400 % à 16300 % du prix d'une interconnexion vers les FAI français. On change donc profondément le modèle économique de la bande passante en France.
2. Les hyperscalers sont critiqués pour le prix de leur trafic sortant, qui va d'environ 0,08€ à 0,045€ par Go selon le volume. La taxe, 0,055 € par Go, représente 68 % à 123 % de ce prix. On parle donc de doubler, pour le trafic vers la France, un prix déjà jugé trop élevé !
3. Le cas d'OVHcloud. Nous envoyons de l'ordre de 500 Gbps au 95e percentile vers les FAI français, soit environ 324 Gbps en moyenne. Sur un an, la taxe brute atteindrait 70 M€. Le texte la plafonne à 15 % du CA réalisé en France ou à 2 % du CA mondial, soit entre environ 23 et 70 M€ par an que nous devrions collecter pour l'État, et donc répercuter sur nos clients.
Conclusions :
1. Une taxe porte en général sur une petite fraction de son assiette. Celle-ci vaut plus de 3000 % du coût du transit, et environ 100 % du prix public des hyperscalers. Rappelez-vous la loi SREN, votée pour supprimer les frais de transfert qui empêchaient les clients de quitter un fournisseur cloud. Ici, on parle de doubler le prix du trafic sortant vers les internautes français, un prix déjà très problématique.
2. Le garde-fou, un plafond calculé sur le chiffre d'affaires, est incohérent. Ce chiffre d'affaires couvre des serveurs, du stockage, des datacenters et des équipes sans rapport avec la bande passante. C'est comme créer une taxe calculée sur la consommation électrique des usines automobiles en France, plafonnée à 15 % du chiffre d'affaires des constructeurs. Quel rapport entre les deux ?
3. Une taxe nationale de ce type frappe à coup sûr les entreprises établies en France, alors que leurs concurrents mondiaux sans présence en France livrent le même trafic aux mêmes FAI français sans payer cette taxe en pratique. Cela crée une distorsion de concurrence au détriment des acteurs nationaux et déclasse les entreprises qui embauchent en France. Une taxe qui produit l'effet inverse serait une meilleure approche.
(a) Facturé au 95e percentile, ce port n'est pas plein en permanence : avec un profil journalier type (22 % vers 4 h, 90 % vers 21 h), il transporte en moyenne 57 % de sa capacité, soit 18,6 millions de Go par mois.
So, the French socialists, and Parliament members just voted a tax, that they don’t understand, which would cost VideoLAN more than 1 million euro per year.
They are probably the most clueless politician on Earth? And they claim they want technological sovereignty…
@LaurentLhardit
#PJL2027 Adopté par l'Assemblée nationale : la "taxe assise sur les flux de données numériques émises par les fournisseurs de contenu et acquittée par ces derniers"
Selon les députés PS, "au taux de 0,055 € par giga, un rendement de 10Md€ est attendu".
assemblee-nationale.fr/dyn/1…
Kaz retweeted
I regret to inform you that nobody cares about your potential. Potential is nothing without execution. When you're young, everyone cares about your potential. You get used to focusing on it. But as you get older, no one cares about your potential. Just your delivery against it.
Kaz retweeted
deepseek opensourcing deepinfer is a textbook baduk encircle movement masked as open source benevolence
while SV hyperscalers burn billions defending artificial 90% margins on raw compute, china is quietly commoditizing the entire execution stack to force a global race to the bottom
winning a technological war comes down to turning an opponent's primary revenue engine into a free public utility
by making hyper efficient inference the new baseline, China is forcing Western compute cartels directly into an unsustainable asymmetric trap
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source!
Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable.
🔗 github.com/deepseek-ai/DeepI…
1/4
Kaz retweeted
That's pretty cool: hoverboards are now real, and made in China!
Song Xingyu, a self-taught Gen Z vlogger from Badong in China's Hubei province who posts as Shenqi Ayu, has built a rideable hoverboard inspired by the Green Goblin's glider in Spider-Man and flown it across the Yangtze River. After his first five-turbojet prototype caught fire, he rebuilt it around ten brushless electric units with more than 30 kg of thrust each, and trained on it with an AI posture coach made from two phones.
Replying to @Henri2Turenne
Pourquoi la bourgeoisie de gauche ne s’effondre jamais sur ses contradictions :
1/ Chaque échec devient la preuve qu’il fallait aller plus loin.
2/ Les critiques sont écartées d’office : elles viennent du « mauvais côté ». Moins ça marche, plus la définition du Mal s’élargit.
3/ Qui s’est arrogé le monopole du Bien (et des Droits de l’Homme) ne peut pas être jugé fautif sans remettre en cause cette définition même -> cf. le glissement sémantique vers le « fascisme » de tout le reste.
4/ Elle subit rarement les conséquences de son idéologie. Les coûts retombent sur les démunis, ce qui renforce le point 1.


















