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> It's reasonable to assume that if AI drop-in-replaced all those knowledge workers, AI companies could credibly charge somewhere in that order of magnitude, because that's what the market is already bearing.

Future supply and demand will set the price - not what is paid today. If supply by open models is vast and cheap, I can't see that the entire knowledge industry can hold the current size. It'll rather collapse to a fraction of its current value.


Wtf. How come you ended up in such a compound?

I live in Vietnam. Bavet is a popular border for visa runs for expats. Normally, you don’t actually leave the Cambodia border building or you just take a bus all the way to Phnom Penh to wait for a visa was approved.

I was curious about the town, because it’s famous for casinos, scam centers, and Chinese manufacturers.


Interesting, did you take pics? Most living quarters (小区)in China have electrical fences and most windows have been barred. Left over from the 80’s when crime was high. Nowadays the bars prevent pets and children from falling out of the window (plus the cage like construction allows for some extra storage space)

I wrote a quick blog post about my experience and included the photos that I took. I was traveling alone and I knew the area was not safe, so I really didn't take enough photos, but the best one is at the end.

https://www.kcoleman.me/2026/09/08/Cambodia-Scam-Centers.htm...


Interesting. Any evidence that intelligence stops being useful? Why do you believe this is this a bounded resource.

Numerous studies have shown that the iq/income correlation breaks down at around 130 IQ points in humans.

This. Unprecedented concentration of assets in the hand of very few tech companies. These companies will control the access to the technology and the plebs are left out at the gates.

Dietrich Bonhoeffer has entered the chat...

Very common fallacy: Absence of evidence is not evidence of absence!

> While unlikely, we cannot rule out that de-identified data derived from their usage of our products helped improve our models .

Wow. That sounds like an admission of guilt.



Super creepy. Reviewing the trailers and other interviews, I actually get the same vibes as from Sam Altman. Almost exactly same voice. The way they look and try to be handsome and nice while straightly telling lies to your face... Scary stuff.

She also has the SBF "reallllly believe my own BS/drink my own urine" story. I think it's probably true of every con(wo)man out there? You probably can't really con people if you're not genuinely sociopathic.

Read the entire thing and am unsure what the takeaway should be...

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