We continue from DeepSeek and the AI Bubble; Napkin Calculation Part 2.

The bubble continues to grow, but is near popping. We live in an age of fabulous thinking, where false hopes are inspired by technology so alien to human experience, it becomes impossible for most of us to think critically about the subject. We substitute judgments based on credibility,  social standing, slick presentations, and the metrics of investment, which appear to generate new wealth based on market capitalization.  How can this substitute for understanding the subject?

It can’t. A market system that works for pricing soybeans can’t deal with AI on a rational basis.  Everybody can understand beans; nobody understands AI, even those who work in the field. Bear with me as I try to back fill the gap. If I partly succeed, you will have new doubts,  valuable in this fabulous age.

There is a thread going way back that bears on this. It began with Cantor’s diagonal slash of 1891.    While lying in a field in 1936, Alan Turing used Cantor’s trick to extend the results of Kurt Gödel. He invented the mostly-hypothetical Turing machine to prove that there are some problems which cannot be decided by computer programs. As part of the proof, Turing invented the Universal Turing Machine, a hypothetical programmable computer. Around 1938, John von Neumann, considered by many to have had the most extraordinary mind of any human, saw Turing’s proof as the basis of what would become the modern computer, which you are using right now. The von Neumann machine can do anything a computer can do, though it might take a long time to do it.

This is the paradigm of modern computing, with roots in the year 1891, built by giants standing on the shoulders of giants, where a computer program is equivalent to sequential execution of instructions, one step at a time.  You don’t have to know the math to realize that when a technical paradigm becomes embedded in society to this extent, it becomes a social truth, like the law of gravity. It remained inviolate, except in very minor ways (multiprocessing), until the advent of high resolution displays.

All this theory, this precise understanding, preceded the construction of the first modern computer. The AI bubble reverses this; huge data centers are under construction to execute AI paradigms, while the theory is weak or absent.

A 4K display, including subpixels, contains 24,883,200 addressable locations. A computer that executes one instruction at a time on each individual  pixel would be insufferably slow. Every chip  maker had to address this. Intel’s solutions were simple, AMD’s were wonky,  while Nvidia’s sophistication was capitalized by the game market. We owe a lot to Grand Theft Auto for where we are today. 

Nvidia et al. tinkered with the von Neumann machine. In place of a single computer that can do everything, they devised tiny computers, specialized to running game graphics, that could be placed in the thousands on a single chip. With each tiny “core” responsible for a manageable number of pixels, computer displays became dynamic, full of fun  and cash flow. In the early 2000’s, Nvidia realized that massive arrays of these simple, graphics-oriented cores, enhanced for the purpose, could take on some of the responsibilities of von Neumann machines. The massively parallel desktop computer became a reality with the Nvidia Tesla (not to be confused with the car maker) architecture.

AI based on evolved graphics processors has an upside and a downside. Nvidia has made possible the closest thing to AI that is currently practical. But as a descendant of the von Neumann architecture, albeit with many creative twists, it is a dead end,.

In the next half decade, that billions of infrastructure will go out in the trash, destined for metal recyclers. All that investment will be lost, because it is premature.

This is dense, so I’ll continue shortly.

***Fate of Nvidia data centers***

(YouTube)  The 12th Anomaly: 3I/ATLAS Jets Stay Straight Across a Million Kilometers. Quoting,

In this in-depth breakdown, Harvard astrophysicist Avi Loeb walks us through why these tightly collimated jets should be smeared, curved, or spiraled—but instead stay fixed in orientation across distances so large they defy natural explanation. Loeb examines every possibility, from sunlight-triggered outgassing and fragmented debris trails to exotic ice pockets and rotational changes… and why none fully account for what the latest post-perihelion images show.

Disclaimer: I am torn between the  need to conceal the truth from a humanity who Can’t Handle the Truth, and the chance to go  viral on the shoulders of this melting cosmic snowman. I made this choice once before, in Groupon Planetary Flying Saucer Cruises, and nobody seemed to believe me, so what the hell. But first I’ll introduce you to the explanation devised by my friends in a secret government agency, PDA — the Plausible Denial Agency, known to most of you as MIB.

On the cosmic scale of things, 3I/Atlas is so small that the most powerful telescopes on earth or in space cannot produce an image of it. All they can see is the cloud around it. If there were no cloud, if the only thing present were the small massive body, then the telescope would produce a well known artifact known as the Airy disk. But the cloud is much larger, replacing the Airy disk with a bright blue-green glowing smudge. The glow is the result of electrons in the cloud,  separated from atoms by interaction with high energy particles from the sun. When an electron finds an atom to  recombine with, a photon, a  quanta of light is emitted. You can see for yourself at the local pizzeria, if it still has a “neon-argon-krypton” sign in the window.

Loeb points to “jets” in images taken by amateur astronomers as anomalies. There are no jets. At least one of the instruments is a Rowe-Ackermann-Schmidt astrograph, RASA, manufactured by Celestron Corporation. This is a low magnification, wide field instrument inappropriate for photography of such a tiny object. Pushed beyond its limits, the “jets” are the result of imperfections in the glass.

All visual telescopes incorporate glass. Amateur instruments are made of nothing else. The manufacture of optical glass remains one of the great trade secrets, of the few companies, Corning, Schott, Zeiss, Hoya, Ohara et al. It can take years to complete manufacture of a single crucible. So difficult is perfection that imperfections are tolerated with the reward  of esoteric qualities.

A long time is spent simply waiting for the glass to cool. If perfection is obtained, the cooled glass will be in a perfectly annealed state. If it is not, internal forces, push-pull, compress/stretch remain in the glass. These change the course of light through a lens made from this glass, or a mirror made of glass. One could remelt the glass and wait a few more years, but that costs money.

Even if perfect glass is delivered to the telescope maker, strain can occur when the optics are assembled. This is called “pinch”, which occurs when the lens or mirror is gripped too tightly. The RASA design is vulnerable to a second type of strain. The entire camera assembly is supported by the front lens, a large piece of glass known as the Schmidt corrector.  This weight creates strain. The corrector is vulnerable to yet a third form of strain, the result of the special process invented by Celestron to make them.

The “jets” are strain artifacts of the telescopes, nothing more.

Don’t believe me? Alright, here’s the real skinny. During a previous interstellar encounter, in 1987, the aliens got to Earth, and the result wasn’t pretty. In fact it was in pretty bad taste.  Carefully documented by a film crew in the wrong place at the wrong time, it caused the formation of MIB–APD, and a host of other black budget programs. The leaked documentary was disguised by APD. You can see the result here:

***Bad Taste***

I wonder what’s on the dinner menu tonight?

(CNN) Trump threatens to send US troops to Nigeria.

A better choice: Arm ECOWAS, of which 2/3 of the member population is Nigerian, with hi-tech surveillance gear. The prerequisite for destruction of Boko Haram is accurate intelligence. The U.S. has been a pioneer in this field since the Vietnam War, when Operation Igloo White deployed thousands of sensors to monitor the Ho Chi Minh Trail.

A geographically adjacent threat, al-Shabaab, has the potential for linkage through a desire to establish jihadist belts in territories that adjoin Nigeria at the savanna Sahel, the  semi-arid belt that girds Africa just south of the Sahara. This is already in play from Somalia in the east, through Mali and the other the Francophone states that recently expelled French influence. See (CNN) US intelligence assesses Houthis in Yemen in talks to provide weapons to al-Shabaab in Somalia, officials say.

ECOWAS has been pleading for Western arms for years, which have been denied for reasons of bad governance and ubiquitous violence against civilians. The Western evaluation mirrors the Syrian, when the Assad regime was a reliable bulwark against Islamism, at the cost of brutality the West could not stomach.

ECOWAS is worth another look. Some member states, such as Nigeria, are relatively advanced, though their measures against  Boko Haram have included mass slaughter of youths thought to be involved. Other member states have doubtful back stories.

How picky should we be? Should we default to Russian and Chinese influence, give it the old half-hearted try, arm ECOWAS with intelligence, or send Americans to rumble in the jungle?

***We’ve been there before***

If you find the contents of this blog useful, attribution would be appreciated. Please use the form “Bob Morein of intel9.us“.

Though my lack of affiliation with any popular grouping, social media, traditional media, power structure,  or interest group has been an impediment, your gesture is a statement that speaking truth to power, standing apart from institutional groupthink, has  intrinsic value.

Bob Morein

Chris Cuomo, in his podcast (The Chris Cuomo Project) The Shutdown That Could Decide the Midterms, enlists the Kalshi prediction market question, How long will the government shutdown last?

My training in prediction was through participation in a  DNI funded program, based on modified prediction market software,  as detailed in How it all started…”Forecasting World Events”.

My efforts began as a test of pure intuition, which had inauspicious results. I segued towards accumulation of specific knowledge about a question, but that alone did not bridge the gap to judgment. With that gap, a useful prediction is not possible,  except for the rare occasion when deterministic, logical reasoning suddenly appears to fill the gap. The gap-filler is intuition about human behavior, usually at the primitive level. It is underutilized because of our desire to conceal ugly aspects of our primitive selves.

There was always the opportunity to decline the question. But if the FWE participant failed to take a minimum number of questions in a period of time, his cumulative score would be removed, and he would become invisible. There was always the temptation to take a question to improve one’s score, but once a participation was decided, it was  impossible to withdraw. A “no knowledge” 50-50 prediction reduced the cumulative score, while non-participation had no downside.

Our inventory of knowledge specific to this  question begins with a capsulization of  the two parties. Prior to 2016, the  Republican was widely perceived as the party of fiscal responsibility,  and the Democratic as the party of social responsibility. These perceptions were rooted in binary choices, “spend more” or “spend less”, rather than ideologies.

But the recent primacy of ideology in both parties has much earlier roots. The decline of bipartisanship, and the incorporation of Christianity into  the Republican platform began with Newt Gingrich in 1991, and accelerated when the Republicans won  the South in the 1994 elections Quoting from (Axios) Trump up, Dems down in new polls; Politics Part 7,

Deprived of their rural southern base, which had a conservative cultural outlook, the mainstream Democratic ethos became unmoored. Union labor, which had been culturally conservative, was diminished by de-industrialization of the U.S. As the union rolls diminished, blue collar labor’s muscles atrophied. Deprived of the requirement of broad cultural inclusion of southern and union attitudes, the Democratic Party was free to drift to the left.

The Dem drift to the left has accelerated. reaching occasional extremes not seen before in the U.S. political mainstream. The Republican drift to the right, the child of Gingrich, accelerated in kind. The two movements are in linked opposition, each side rewriting a common, fictional history of the U.S. to disinherit the other. Quoting further from Politics Part 7,

New features of the Republican Party, of the Seventh  Party System are:

• • • De facto repudiation of American Exceptionalism, as the international and domestic responsibility to do good works.
    • Intent to remedy  structural economic defects which accumulated since 2000.
    • Intent to establish fiscal soundness.
    • Nativism.
    • Authoritarianism.
    • Possible obstruction of the democratic process by groups that seek protection of what they see as their birthright.

The Civil War was the epitome of violence, but the current war for minds has a unique feature. For the first time, the  divide is only secondarily based on economics. The histories of all nations are full of baloney contrived to  serve the state, and ours is no exception. This is the first culture war in our history, which brings us back to gap-fillers based on primitive behavior. Among primitive tribes, it is common to refer to members as “human beings”, while outsiders are savages, or animals. Culture wars are unique in dehumanization, in deprivation of empathy. Toleration of cruel outcome follows. Some Republicans have given voice, promoting a form of hard Christianity with diminished empathy replaced by absolutism.

This  implies that while the Dems are still vulnerable to empathic attack from Dem voters, the Republicans have some level of immunity to the same. This applies even though polls blame Republicans for the shutdown. They are nervous about the prospects of starvation in their districts, but not to the degree of Dems, for whom welfare remains a government obligation.

With Republican absolutism comes  the inability to compromise, and intolerance of loss, which might be the same thing. Lose once, and you’ll keep losing. Conversely, the Dems can win the battle for hearts by losing; they choose the date. If all emergency funds are released, starvation will delay another month, till November28.

This argument implies length of the shutdown of about 60 days. A round figure has more impact. With every argument comes a level of confidence. Mine is low to moderate. What’s yours?

See (2017) Revolution in Venezuela. Quoting,

As noted, the accession of the extremists would be facilitated by rural sanctuary.  But “melting away” of the rebels into the countryside may be hindered by rural majorities of Maduro supporters. Open sources do not illuminate. This exhausts Brinton analogies…

The most defining attribute of a popular revolution is not ideology, but where it forms. The genesis of the French Revolution was in Brittany, but quickly spread to Paris,  from which it radiated nationally. The Russian Revolution began in the cities, followed by an arduous struggle to subdue the countryside.

The stalemate in Burma is a revolutionary situation, with a rural basis. To the extent that the War in Vietnam had elements of revolution, those elements were rural; Saigon was the last to fall.

The variable nature of the American Revolution derives from the 13 quasi states, each of which had their own centers of power, in what we would call, with the exception of Boston, New York, and Philadelphia,  small towns. But this is enough to define it as urban-centric.

To succeed, popular revolution, as distinguished from the palace coup, requires three things: grievance,  communication, and sanctuary.  Sanctuary allows participants in revolution to lead apparently legitimate lives, to communicate without the use of sophisticated technology, to acquire and conceal supplies, and to meet face-to-face for training and moral support, among other things. The lack of sanctuary has doomed prior attempts in Venezuela; the human elements  are too well known to Maduro’s power structure.

This bears on the strategic objective of invasion. If Maduro’s base were urban, it would be simple to make the case that seizure of Caracas “would cause the whole rotten edifice to collapse.” But Maduro’s base is rural, now enhanced by the web of cartels.

A careful assessment is required. If Maduro’s rural base, aided by the cartels, can survive decapitation of Caracas, an insurgency could grow, mimicking Vietnam. The devil is in the details of intelligence work. If done competently, without the political interference that characterized the run-up to the 2003 Iraq invasion, it could:

• Provide assurance that force levels are adequate for a very high chance of complete success.
• Suggest that it could be a tough but ultimately successful slog.
• Warn us to stay out, at the peril of another Vietnam.

If we look at Venezuela through a lens deeply tinted by ideology and politics, we risk an expensive error. Let the intelligence analysts do their work without pressure for encouraging words. Their conclusions will be either golden, or save a lot of gold.

Pay attention to dissenters.

(CNN) How Trump-Zelensky meeting turned acrimonious over demands for territorial concessions. Quoting,

The current estimate is that Trump intends to order an invasion, pending the satisfaction of certain prerequisite conditions.

The widely held opinion is that Trump is bluffing. Bluffing would be ineffective, since Maduro is hostage, as well as patron, of the cartels, with no room to respond to U.S. demands.

The decision is contingent on certain data  from the field not yet supplied to the administration.

The anticipated force is one corps,  an ambiguous term, perhaps 40,000 to 80,000 ground troops. This is likely a point of contention within the administration.  (The Hill) Top admiral’s retirement sets off alarm bells over Caribbean boat strikes. The resignation of Adm. Alvin Holsey, head of U.S. Southern Command, widely thought related to the boat strikes, may have this weightier motivation. In the 1991 Gulf War, U.S. troop levels reached 697,000. The multinational forces of the 2003 invasion of Iraq peaked at 160,000. Secretary of Defense Donald Rumsfeld was subsequently criticized for barely adequate force levels, which were supported by covert buy-offs of defending Iraqi forces.

So how could an invasion of Venezuela proceed with such small ground force levels? With these assumptions, which are subject to challenge:

• After seizure of Caracas, organized resistance would cease.
• Caracas is only 7 miles from the sea, though separated from the coast by a mountain range ranging from 2000 to 4000 feet, through which passes a single road. Combined air/ground forces would presumably overcome the advantage of the terrain to the defenders. By contrast, Baghdad is 280 mile straight line from the 2003 zero-line.
• There is a 60 mile lowland alternate route from the east, useful for misdirection.
• The 1989 invasion of Panama involved similar troop levels.
• Defender buyoffs are comprehensive and effective.
• The whole edifice is rotten, historically a risky gamble, but it may be true.
• Current U.S. battle doctrine, full-spectrum dominance, is a force multiplier.
• The presumed magic of “warrior ethos” is real.
• Reversing the ironic observation of  theorist Carl von Clausewitz, the Venezuelans do what we want them to do.

Holsey’s resignation suggests a time line. There is one open source fact that signals  the seriousness of intent. You can figure it out. Get off social media and dig.

The challenge will be to keep it real. Keep workin’ it, through the highs and lows.

***Trump Gets His MoJo Back!!!***

Since Israel and Hamas have some form  of preliminary agreement that will presumably result in release of all hostages, does this mark the end of Hamas as a major force?

For a nontraditional analysis, see Israel, Qatar Strike, which identifies the Gaza tunnels as a constant of the problem, beyond which solutions cannot progress as long as they remain. Those steeped in the liberal art of diplomacy may find this unconvincing. In ( CNN) Fareed Zakaria says this is the ‘million dollar question’ in Gaza deal, Zakaria says that Hamas has nothing left, and Israel holds all the cards.

If Arab terrorism were ruled by Western rationalism, this might be true.  We may have to remind ourselves with every new analysis that this is not the case. But what do we insert in its place? Guidance comes from a remarkable precedent. Since the First Intifada, which spans 1987 to 1993, no Arab terror group or subversive organization has been extirpated, by either Arab countries, israel, or the United States.

Al Qaeda is regrowing. (The Hill, 10/7/25)) US military kills senior al Qaeda-affiliated attack planner.

In spite of the elimination of their charismatic leader and falsification of his revelatory teachings, ISIS still holds territory in Syria and Yemen. It has a growing presence in Afghanistan.

Though less visible than during the brief tenure of Mohamed Morsi as president of Egypt, the Muslim Brotherhood remains the transnational subversive stratum of the Arab World, so feared its known exponents are often murdered.

Remember the Black September Organization, which seemingly vanished? In reality, it was a mere pseudo-pod, a cover identity for Fatah, which still exists. The PLO still exists. Hezbollah exists.

Arab countries which give the appearance of freedom from the some or all of these groups have achieved such with mukhabarat terror first brought to the highest pitch by Syria’s Hafez al-Assad. So efficient were the Syrians under the elder Assad, so confident were they of their measures, that Syria could then be entered by any Arab without a passport.

What was done in Syria can be done in Gaza. But by who, and who will sanction torture to prevent a reemergence? No decent international body, no regional coalition could accept the burden and stain of the required severity of repression.

One can sketch the resurrection of Hamas.  A subversive movement becomes a mafiesque second government, which then expels the legitimate authority:

• First, they own the sidewalk.
• Next, a mosque, then a street, then a business, such as trash removal.
• A neighborhood follows, with their services supplanting official.
• Political organization, with a neighborhood nucleus.
• With insertion into minor political roles, state capture begins.
• Assassinations paralyze the legitimate government.
• The banner, of either Hamas or a surrogate, is raised, with demands for power sharing.
• A regional coalition attempts intervention. The Gaza tunnels thwart this.
• The coalition negotiates a face-saving withdrawal.
• The legitimate government flees.

One could argue that Hamas would lack the popular sympathy enjoyed during the 2007 Battle of Gaza , when they kicked Fatah out.

They don’t need it.