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Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 6th, 2025, 2:18 pm
by jasonbell
US AI versus Chinese AI
Software: closed systems/open systems
Driver: stock exchange/business applications
Focus: social media/integration with logistics, robotics.
https://www.ft.com/content/6cc87bd9-cb2 ... 8748986a2e
"America is now one big bet on AI
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 6th, 2025, 4:00 pm
by Cuchulainn
Indeed. Some analogies
. Japanese 5th generation project hubris.
. TCP/IP replaced older networks.
. Oracle's magic formula.
. AI's nervous breakdown 80s etc.
. AI has feet of clay.
This time different .. not enough water to cool guzzling data centres.
Anyways, off to the dojo
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 7th, 2025, 9:28 am
by Cuchulainn
Data center stagnation threatens to cost Dutch economy billions
https://ioplus.nl/en/posts/data-center- ... y-billions
bla bla
Home building has stagnated also because the electriciity grid is gridlocked. Tilt.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 8th, 2025, 7:53 am
by jasonbell
It won't last too long, this has to pop soon. I should really write about it.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 8th, 2025, 9:45 am
by Cuchulainn
The tech bros need a bigger bunker.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 9th, 2025, 8:44 am
by Cuchulainn
BTW, what happened to IOT? No one talks about it.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 9th, 2025, 8:58 am
by jasonbell
BTW, what happened to IOT? No one talks about it.
It's out there but it never had the same marketing hype pull as BigData at the time. Plus real world use cases where hardware sales were involved were a much harder push. Then there was the small matter of no one really giving a sh*t about internet connected fridges.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 10th, 2025, 6:10 am
by Cuchulainn
BTW, what happened to IOT? No one talks about it.
It's out there but it never had the same marketing hype pull as BigData at the time. Plus real world use cases where hardware sales were involved were a much harder push. Then there was the small matter of no one really giving a sh*t about internet connected fridges.
Maybe they needed bigger "fridges" (data centes)? I suppose predictive maintenance, real-time trained data.
e.g. predicting resource depletion. Of course, not needed if you have money to burn.
Re: Real Options and Investment under Uncertainty: the AI Connection
Posted: October 10th, 2025, 9:53 am
by jasonbell
I suppose predictive maintenance, real-time trained data.
e.g. predicting resource depletion. Of course, not needed if you have money to burn.
Telematics in vehicle insurance is interesting. I've not kept up with IoT in a very long time. I did work on a very large IoT platform back in the day:
https://github.com/MastodonC/kixi.hecuba