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Letter from Nowhere #4 by Robag Wruhme

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Robag Wruhme mit einem bunten Potpourri aus feiner Musik für Pampa Records‘ Mix-Serie Letter from Nowhere.

Letters from Nowhere is less a statement than a feeling.

The next letter comes from Robag Wruhme.

A little bit of everything, a little bit of nowhere. Strange encounters, familiar feelings and a few unexpected visitors along the way. Some things fit together for no particular reason. Luckily, Robag seems to know why.

And since Robag only releases one mix a year, we’re particularly happy that this year’s letter found its way to us.

Sent with love from nowhere.

Tracklist:
Intro – Flächenfläsh + Intro
Conic Rose – Less Lonely (Self Released)
Twit One, C.Tappin & Syrup – Cbreathe (Feat. Turt)
Khaderbai – Berlin ii Friedrichshain (Episode 10)
Antony Szmierek – Restless Leg Syndrome
Rossano Snel, Marcelo Politano, Francesco Pio Russo – And I Miss You
Curió Curió – Vida Que Entorna
Flo Naegeli – Shake
Calid – Baran
Labi Siffre – Cannock Chase
Doc Slepp – Hug
Mph, Ev – Euphoria
Cyan Lu Feat. Truphi – Wave
Martinou – Unfold
BRS – Rain Street Neighborhood
Venbee – Not My Day
Teebs – Nes
Dexter – Everyday Like This
The Notwist – One Of These Days
Birds Vs. Traffic – Nature Vs. Machines
Headache, Vegyn – Make A Wish
Sages, Lara Somogyi, Cyrus Reynolds – Unknowing

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mkalus
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Bonobo mit zwei neuen Songs

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Bonobo hat gestern mit „Memory Signal“ und „Vakata“ gleich mal zwei neue Songs veröffentlicht. Und die sind, wie fast immer alles von ihm, ziemlich bis sehr gut.


(Direktlink)


(Direktlink)

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mkalus
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Panorama

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Michael Kalus posted a photo:

Panorama



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mkalus
3 days ago
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The Ethereum Foundation is officially a corporate suicide cult

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Amy and David were going to write an AI piece today, but then we saw this story and went “goodness me” very loudly.

Content warning: corporate inducement to suicide; Nazis; cryptocurrency.

The blog post is over at Attack of the 50 Foot Blockchain. We have the video and the podcast for you as well!

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mkalus
3 days ago
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Sam Altman wants your RAM — there are Compute Campuses to build

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Sam Altman of OpenAI loves going on podcasts. These are always tightly scripted promotional exercises. On last month’s interviews with Politico and Vanity Fair, he went through the same list of talking points in both podcasts.

But every time Altman goes on a podcast, he lets the mask slip and says something horrible that appals normal people.

This time it’s from Sam’s podcast with Stripe founder John Collison on Thursday 29 October. . Sam wants his data centres to have priority for computer memory, and not you plebs: [YouTube; transcript]

A lot of people want local inference. And somehow, they assume that the problem is solved now. Because, we are going to have open-source models. We’re going to be able to run them on our computers. And so we’re not going to need all the stuff in the data center.

But from a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer. And, being used 5% of the time. You want maximum utilization in the cloud if you’re trying to deal with this very supply constrained environment

Altman performed outrage that his comment was taken out of context — he was specifically talking about people running AI rigs at home. You should just outsource your work to OpenAI, see. It’s much more efficient. [Twitter, archive]

But people were upset because Altman ignored the real issue — it’s a “supply constrained environment” because of you, Sam!

Memory prices have gone through the roof, making all electronics much more expensive, specifically because the AI companies, and mainly OpenAI, have locked in all the RAM supply for the next few years.

Even in context, it’s a ridiculous statement. Local models are negligible. They don’t have enough RAM to make a difference and it’s the wrong kind of RAM for Nvidia data center rigs. And the guys running local models are OpenAI’s biggest boosters and biggest excuse.

Altman did rename his Twitter to “RAM Altman” for a while yesterday. [Twitter, archive; Twitter, archive]

Altman’s quote about RAM got all the publicity, but the rest of the podcast is pretty amazing too. What if, right, self-replicating AI data centers?

There’s very little, relatively little talk about self-replicating data centers. This idea that you can use AI to control robots, and run fabs, and build turbines or solar panels, and build data centers. But, I think we are… I think we have that within grasp.

Also, AI can do the chip designs! Pretty good for a super auto-complete. What else could the AI do?

But if AI is going to discover really deep novel bugs in hardware that require physics we didn’t understand, but all of a sudden means some assumption doesn’t hold. Then I think, people aren’t sure what happens.

What?

This is all nonsense. Altman is saying stupid things about areas he doesn’t understand. It’s as disconnected as the gibberish Elon Musk comes out with. The facts and details don’t matter — they’re just spouting sci-fi to sell you on the chatbot.

Everyone really hates data centers and AI right now and wants them gone. A lot of Altman’s planned data centers will likely never be built — especially after data centers were such a key issue in Tuesday’s US election. [NYT]

What’s the problem? Must be the name. So Altman wants to rebrand data centers as “compute campuses.” OpenAI told Business Insider: [Business Insider]

Compute campuses better describes the scale and role of the infrastructure we’re building for AI.

The great news is that Sam can say very dumb things on all the podcasts but OpenAI is still running out of money. But Greg Brockman insists OpenAI can IPO next year after all. Maybe if the chatbot alters physics for them. [Reuters]

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mkalus
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Elon Musk admits Grok Bot costs too much to serve

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Elon Musk has a vision for the future: [Twitter, archive]

Saving money for the distant future is pointless with the advent of super intelligent abundance

Huge if true! Unfortunately, It’s not a vision for the present.

Grok Bot is Elon Musk’s response to the popular OpenClaw bot — an AI personal assistant, but running on Grok! [xAI]

(By the way, Musk has gone ahead with renaming SpaceXAI as SpaceXSI.) [xAI]

Some users love Grok Bot! They love it so much that they’re running out of usage credits on Grok, and xAI cuts them off.

Musk was talking up Grok Bot pretty well for a while. During SpaceX’s Q3 2026 earnings call, he said it had the “the fastest growth of a product that I’ve ever seen in my life.” [SpaceX]

Well, yeah — that’s because you were subsidizing token burn to grow your user base.

Grok Bot has users. So now it’s time to squeeze.

One user complained: “my Grok Bot usage is 100% and it’s 4 days till reset. WTF happened? Normally I don’t even reach 100%.” [Twitter, archive]

Musk replied, “The cost of serving Grok Bot was unsustainably high relative to revenue.” [Twitter, archive]

That’s something you’re not supposed to admit out loud, Elon!

(We love that “was” there. Maybe Elon got bored already.)

Users complain their usage meters are jumping up unpredictably. From the Cursor AI code editor forum: [Cursor]

Right now, while I’m actively talking and working, the weekly usage meter under Usage at the bottom of the Grok Bot app keeps flipping in real time: 74%, then 77%, then 100% (capped), back to 77%, back to 100%, over and over.

Another user said their usage meter doubled from 33% to 66%. [Telegraph, archive]

It’s OK! Elon is delighted to upsell you on his lovely assistant bot: “Upgrade to higher usage plan cost increase is too high?” [Twitter, archive]

Grok Bot starts on the $30/month plan. The $100/month plan has 15 times the usage limits. [xAI]

But 15 times what, precisely? The pricing page doesn’t say what that usage is measured in.

The problem for AI vendors is that chatbots are expensive to run and customers have gotten used to heavily subsidized prices.

The vendors thought the subsidized prices would be loss leaders and perhaps chatbots would get super efficient and effectve and inference would be cheap and the companies might turn a profit!

But then the technology hit the top of its S-curve almost immediately. So the vendors turned to using hundreds or thousands of times as many tokens per query to get marginally better results.

So SpaceX needs more money to feed the token machine.

SpaceX can get more funding by releasing stock to the public markets. Or borrowing even more money.

Anthropic is trying to fix the same problem the same way. Hence trying to do a stock market IPO and putting out an S-1 that’s almost as bad as WeWork’s 2019 IPO, which failed when people saw the numbers — and wasn’t riding a bubble.

We’re not going to go through Anthropic’s newly-revised S-1 — this version is still just a draft, we’ll wait for the final version, if any — but the Q3 2026 numbers Anthropic’s included in this version are dismal, and we can see why they left them out the first time. [SEC]

Anthropic’s Q2 numbers were heavily juiced by tokenmaxxing — where corporate users were competing with each other to use as much AI as possible, so the C-levels could look more committed to AI.

This cost a fortune, so tokenmaxxing ended in Q3 — and you can see this in Anthropic’s net figures for the quarter. Revenue went up — but operating expenses went through the roof. [Amazon]

AI vendors have spent this year trying not to lose a fortune on subsidized AI. AI bros will argue that tokens are so much cheaper now — but their Anthropic bills only keep going up. And now their Grok Bot bills. Funny, that.

Investors want to see real returns. SEC filings that describe a sci-fi vision of the future at length fall flat when a company will very obviously just run out of money. “Super intelligent abundance” is nothing to real cash when real bills come due.

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mkalus
3 days ago
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