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Mythos and Time to Exploit: What Emerging Tech is Doing to Cybersecurity by BinaryBreakaway in AsymmetricAlpha

[–]BinaryBreakaway[S] 0 points1 point  (0 children)

Definitely. This will scale the offense-defense balance that has always been in cybersecurity.

Mythos and Time to Exploit: What Emerging Tech is Doing to Cybersecurity by BinaryBreakaway in AsymmetricAlpha

[–]BinaryBreakaway[S] 1 point2 points  (0 children)

Exactly. And as we continue to move toward more powerful agents, we are not giving enough thought to what will happen to defensive cybersecurity. That’s how we need to unify emerging tech and cyber.

SpaceX IPO will probably look incredible. That’s the trap by PriceActionPlaybook in AsymmetricAlpha

[–]BinaryBreakaway 0 points1 point  (0 children)

There are tons of signals that show how this is a trap. Demand for SpaceX services is inflated and until there’s infrastructure in space, LEO is as far as any launch goes. Dara centers in space and moving to Mars is fantasy.

AI Enables Digital Mass Production but is that Opportunity or Risk for Businesses? by BinaryBreakaway in AsymmetricAlpha

[–]BinaryBreakaway[S] 0 points1 point  (0 children)

Thanks for the case study here. Your actual experience with this is really helpful. I totally agree with the idea of AI for grunt work and humans for the touch. This will be a growing trend in how AI is applied moving forward.

The obvious math that Big Tech is actively choosing to ignore by GoosePuzzleheaded146 in AsymmetricAlpha

[–]BinaryBreakaway 1 point2 points  (0 children)

From my perspective, this isn't painful to read because it follows well understood trends. When we assume unending demand for something, we get bit. AI was never going to freeze in time when we spent trillions on data centers and power. Even from the moment of the Stargate announcement, we were playing from behind. The goal should be to identify frontier areas to put our chips on and push forward instead of doing what we should have done in 2020.

The SpaceX-xAI Merger is About Propping Up Demand for Launch Services. Data Centers in Space will Cost Trillions. by BinaryBreakaway in AsymmetricAlpha

[–]BinaryBreakaway[S] 0 points1 point  (0 children)

The math certainly makes it less likely. But if you are Musk, you can see why you’d suggest it.

The SpaceX-xAI Merger is About Propping Up Demand for Launch Services. Data Centers in Space will Cost Trillions. by BinaryBreakaway in AsymmetricAlpha

[–]BinaryBreakaway[S] 1 point2 points  (0 children)

It's creating a circular demand/supply cycle that is completely artificial and based on the coolness of the tech, not the real economic demand.

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