Apples Misses the AI Boat Again
December 4, 2025
Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
Apple and Telegram have a characteristic in common. Both did not recognize the AI boomlet that began in 2020 or so. Apple was thinking about Granny scarfs that could hold an iPhone and working out ways to cope with its dependence on Chinese manufacturing. Telegram was struggling with the US legal system and trying to create a programming language that a mere human could use to code a distributed application.
Apple’s ship has sailed, and it may dock at Google’s Gemini private island or it could decide to purchase an isolated chunk of real estate and build its de-perplexing AI system at that location.
Thanks, MidJourney. Good enough.
I thought about missing a boat or a train. The reason? I read “Apple AI Chief John Giannandrea Retiring After Siri Delays.” I simply don’t know who has been responsible for Apple AI. Siri did not work when I looked at it on my wife’s iPhone many years ago. Apparently it doesn’t work today. Could that be a factor in the leadership changes at the Tim Apple outfit?
The write up states:
Giannandrea will serve as an advisor between now and 2026, with former Microsoft AI researcher Amar Subramanya set to take over as vice president of AI. Subramanya will report to Apple engineering chief Craig Federighi, and will lead Apple Foundation Models, ML research, and AI Safety and Evaluation. Subramanya was previously corporate vice president of AI at Microsoft, and before that, he spent 16 years at Google.
Apple will probably have a person who knows some people to call at Softie and Google headquarters. However, when will the next AI boat arrive. Apple excelled at announcing AI, but no boat arrived. Telegram has an excuse; for example, our owner Pavel Durov has been embroiled in legal hassles and arm wrestling with the reality that developing complex applications for the Telegram platform is too difficult. One would have thought that Apple could have figured out a way to improve Siri, but it apparently was lost in a reality distortion field. Telegram didn’t because Pavel Durov was in jail in Paris, then confined to the country, and had to report to the French judiciary like a truant school boy. Apple just failed.
The write up says:
Giannandrea’s departure comes after Apple’s major iOS 18 Siri failure. Apple introduced a smarter, “?Apple Intelligence?” version of ?Siri? at WWDC 2024, and advertised the functionality when marketing the iPhone 16. In early 2025, Apple announced that it would not be able to release the promised version of ?Siri? as planned, and updates were delayed until spring 2026. An exodus of Apple’s AI team followed as Apple scrambled to improve ?Siri? and deliver on features like personal context, onscreen awareness, and improved app integration. Apple is now rumored to be partnering with Google for a more advanced version of ?Siri? and other ?Apple Intelligence? features that are set to come out next year.
My hunch is that grafting AI into the bizarro world of the iPhone and other Apple computing devices may be a challenge. Telegram’s solution is to not do hardware. Apple is now an outfit distinguishing itself by missing the boat. When does the next one arrive?
Stephen E Arnold, December 4, 2025
From the Ostrich Watch Desk: A Signal for Secure Messaging?
December 4, 2025
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Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
A dinobaby is not supposed to fraternize with ostriches. These two toed birds can run. It may be time for those cyber security folks who say, “Signal is secure to run away from that broad statement.” Perhaps something like sort of secure if the information presented by the “please, please, please, send us money” newspaper company. (Tip to the Guardian leadership. There are ways to generate revenue some of which I shared in a meeting about a decade ago.)
Listening, verifying, and thinking critically are skills many professionals may want to apply to routine meetings about secure services. Thanks, Venice.ai. Good enough.
The write up from the “please, please, please, donate” outfit is “The FBI Spied on a Signal Group Chat of Immigration Activists, Records Reveal.” The subtitle makes clear that I have to mind the length of my quotes and emphasize that absolutely no one knows about this characteristic of super secret software developed by super quirky professionals working in the not-so-quirky US of A today.
The write up states:
The FBI spied on a private Signal group chat of immigrants’ rights activists who were organizing “courtwatch” efforts in New York City this spring, law enforcement records shared with the Guardian indicate.
How surprised is the Guardian? The article includes this statement, which I interpret as the Guardian’s way of saying, “You Yanks are violating privacy.” Judge for yourself:
Spencer Reynolds, a civil liberties advocate and former senior intelligence counsel with the DHS, said the FBI report was part of a pattern of the US government criminalizing free speech activities.
Several observations are warranted:
- To the cyber security vice president who told me, “Signal is secure.” The Guardian article might say, “Ooops.” When I explained it was not, he made a Three Stooges’ sound and cancel cultured me.
- When appropriate resources are focused on a system created by a human or a couple of humans, that system can be reverse engineered. Did you know Android users can drop content on an iPhone user’s device. What about those how-tos explaining the insecurity of certain locks on YouTube? Yeah. Security.
- Quirky and open source are not enough, and quirky will become less suitable as open source succumbs to corporatism and agentic software automates looking for tricks to gain access. Plus, those after-the-fact “fixes” are usually like putting on a raincoat after the storm. Security enhancement is like going to the closest big box store for some fast drying glue.
One final comment. I gave a lecture about secure messaging a couple of years ago for a US government outfit. One topic was a state of the art messaging service. Although a close hold, a series of patents held by entities in Virginia disclosed some of the important parts of the system and explained in a way lawyers found just wonderful a novel way to avoid Signal-type problems. The technology is in use in some parts of the US government. Better methods for securing messages exist. Open source, cheap, and easy remains popular.
Will I reveal the name of this firm, provide the patent numbers in this blog, and present my diagram showing how the system works? Nope.
PS to the leadership of the Guardian. My recollection is that your colleagues did not know how to listen when I ran down several options for making money online. Your present path may lead to some tense moments at budget review time. Am I right?
Stephen E Arnold, December 4, 2025
Microsoft Demonstrates Its Commitment to Security. Right, Copilot
December 4, 2025
Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
I read on November 20, 2025, an article titled “Critics Scoff after Microsoft Warns AI Feature Can Infect Machines and Pilfer Data.” My immediate reaction was, “So what’s new?” I put the write up aside. I had to run an errand, so I grabbed the print out of this Ars Technica story in case I had to wait for the shop to hunt down my dead lawn mower.
A hacking club in Moscow celebrates Microsoft’s decision to enable agents in Windows. The group seems quite happy despite sanctions, food shortages, and the special operation. Thanks, MidJourney. Good enough.
I worked through the short write up and spotted a couple of useful (if true) factoids. It may turn out that the information in this Ars Technica write up provide insight about Microsoft’s approach to security. If I am correct, threat actors, assorted money laundering outfits, and run-of-the-mill state actors will be celebrating. If I am wrong, rest easy. Cyber security firms will have no problem blocking threats — for a small fee of course.
The write up points to what the article calls a “warning” from Microsoft on November 18, 2025. The report says:
an experimental AI agent integrated into Windows can infect devices and pilfer sensitive user data
Yep, Ars Technica then puts a cherry on top with this passage:
Microsoft introduced Copilot Actions, a new set of “experimental agentic features” that, when enabled, perform “everyday tasks like organizing files, scheduling meetings, or sending emails,” and provide “an active digital collaborator that can carry out complex tasks for you to enhance efficiency and productivity.”
But don’t worry. Users can use these Copilot actions:
if you understand the security implications.
Wow, that’s great. We know from the psycho-pop best seller Thinking Fast and Slow that more than 80 percent of people cannot figure out how much a ball costs if the total is $1.10 and the ball costs one dollar more. Also, Microsoft knows that most Windows users do not disable defaults. I think that even Microsoft knows that turning on agentic magic by default is not a great idea.
Nevertheless, this means that agents combined with large language models are sparking celebrations among the less trustworthy sectors of those who ignore laws and social behavior conventions. Agentic Windows is the new theme part for online crime.
Should you worry? I will let you decipher this statement allegedly from Microsoft. Make up your own mind, please:
“As these capabilities are introduced, AI models still face functional limitations in terms of how they behave and occasionally may hallucinate and produce unexpected outputs,” Microsoft said. “Additionally, agentic AI applications introduce novel security risks, such as cross-prompt injection (XPIA), where malicious content embedded in UI elements or documents can override agent instructions, leading to unintended actions like data exfiltration or malware installation.”
I thought this sub head in the article exuded poetic craft:
Like macros on Marvel superhero crack
The article reports:
Microsoft’s warning, one critic said, amounts to little more than a CYA (short for cover your ass), a legal maneuver that attempts to shield a party from liability. “Microsoft (like the rest of the industry) has no idea how to stop prompt injection or hallucinations, which makes it fundamentally unfit for almost anything serious,” critic Reed Mideke said. “The solution? Shift liability to the user. Just like every LLM chatbot has a ‘oh by the way, if you use this for anything important be sure to verify the answers” disclaimer, never mind that you wouldn’t need the chatbot in the first place if you knew the answer.”
Several observations are warranted:
- How about that commitment to security after SolarWinds? Yeah, I bet Microsoft forgot that.
- Microsoft is doing what is necessary to avoid the issues that arise when the Board of Directors has a macho moment and asks whoever is the Top Dog at the time, “What about the money spent on data centers and AI technology? You know, How are you going to recoup those losses?
- Microsoft is not asking its users about agentic AI. Microsoft has decided that the future of Microsoft is to make AI the next big thing. Why? Microsoft is an alpha in a world filled with lesser creatures. The answer? Google.
Net net: This Ars Technica article makes crystal clear that security is not top of mind among Softies. Hey, when’s the next party?
Stephen E Arnold, December 4, 2025
Titanic Talk: This Ship Will Not Fail
December 4, 2025
It’s too big to fail! How many times have we heard that phrase? There’s another common expression that makes more sense: The bigger they are the harder they fall. On his blog, Will Gallego writes about that idea: “Big Enough To Fail.” Through a lot of big words (intelligently used BTW), Gallego explains that big stuff fails all the time.
It’s actually a common occurrence, because crap happens. Outages daily occur, Mother Nature shows her wraith, acts of God happen, and systems fail due to mistakes. Gallego makes the observation that we’ve accepted these issues and he explains why:
- “It’s so exceptional (or feels that way). This is less so about frequency but that when a company becomes so big you just assume they’re impervious to failure, a shock and awe to the impossible.
- The lack of choices in services informs your response. Are there other providers? Sure, but with the continuous consolidation of businesses, we have fewer options every day.
- You’re locked in on your choices. Are you going to knock on Google’s door and complain, take three years to move out of one virtual data center and into another, while retraining your staff, updating your internal documents, and updating your code? No, you’re likely not.
- Failover is costly. Similarly, those at the sharp end know that the level of effort in building failover for something like this is frequently impractical. It would cost too much to set up, to maintain as developers, it would remove effort that could be put towards new features, and the financial cost backing that might be considered infeasible.
- The brittleness is everywhere. The level of complexity and the highly coupled nature of interconnected services means we’ve become brittle to failures. Doubly so when those services are the underpinnings of what we build on. “The internet is down today” as the saying goes, despite the internet having no principle nucleus. This is considered acceptable.
- We’re all in it together. When a service as large as these goes down, there’s a good chance we’re seeing so many failures in so many places that it becomes reasonable to also be down. Your competitors are likely down, your customers might be – there might be too much failure to go around to cast it in any one direction.
Ultimately, this leads into resilience engineering which is “reframing how we look incidents.” Gallego ends the article by saying we should take everything in stride, show some show patience, and give a break to the smaller players in the game. His approach is more human aka realistic unlike the egotistical rants that sank the Titanic. It’s unsinkable or it won’t fail! Yes, it will. Prepare for the eventualities. Whitney Grace, December 4, 2025
A New McKinsey Report Introduces New Jargon for Its Clients
December 3, 2025
Another dinobaby original. If there is what passes for art, you bet your bippy, that I used smart software. I am a grandpa but not a Grandma Moses.
I read “Agents, Robots, and Us: Skill Partnerships in the Age of AI.” The write up explains that lots of employees will be terminated. Think of machines displacing seamstresses. AI is going to do that to jobs, lots of jobs.
I want to focus on a different aspect of the McKinsey Global Institute Report (a PR and marketing entity not unlike Telegram’s TON Foundation in my view).
Thanks, Vencie. Your cartoon contains neither females nor minorities. That’s definitely a good enough approach. But you have probably done a number on a few graphic artists.
First, the report offers you the potential client an opportunity to use McKinsey’s AI chatbot. The service is a test, but I have a hunch that it is not much of a test. The technology will be deployed so that McKinsey can terminate those who underperform in certain work related tasks. The criteria for keeping one’s job at a blue chip consulting firm varies from company to company. But those who don’t quit to find greener or at least less crazy pastures will now work under the watchful eye of McKinsey AI. It takes a great deal of time to write a meaningful analysis of a colleague’s job performance. Let AI do it with exceptions made for “special” hires of course. Give it a whirl.
Second, the report what I call consultant facts. These are statements which link the painfully obvious with a rationale. Let me give you an example from this pre-Thanksgiving sales document. McKinsey states:
Two thirds of US work hours require only nonphysical capabilities
The painfully obvious: Most professional work is not “physical.” That means 67 percent of an employee’s fully loaded cost can be shifted to smart or semi-smart, good enough AI agentic systems. Then the obvious and the implication of financial benefits is supported by a truly blue chip chart. I know because as you can see, the graphics are blue. Here’s a segment of the McKinsey graph:
Notice that the chart is presented so that a McKinsey professional can explain the nested bar charts and expand on such data as “5 percent of a health care workforce can be agentized.” Will that resonate with hospital administrators working for roll up of individual hospitals. That’s big money. Get the AI working in one facility and then roll it out. Boom. An upside that seems credible. That’s the key to the consultant facts. Additional analysis is needed to tailor these initial McKinsey graph data to a specific use case. As a sales hook, this works and has worked for decades. Fish never understand hooks with plastic bait. Deer never quite master automobiles and headlights.
Third, the report contains sales and marketing jargon for 2026 and possibly beyond. McKinsey hopes for decades to come I think. Here’s a small selection of the words that will be used, recycled, and surface in lectures by AI experts to quite large crowds of conference attendees:
AI adjacent capabilities
AI fluency
Embodied AI
HMC or human machine collaboration
High prevalence skills
Human-agent-robot roles
technical automation potential
If you cannot define these, you need to hire McKinsey. If you want to grow as a big time manager, send that email or FedEx with a handwritten note on your engraved linen stationery.
Fourth, some humans will be needed. McKinsey wants to reassure its clients that software cannot replace the really valuable human. What do you think makes a really valuable worker beyond AI fluency? [a] A professional who signed off on a multi-million McKinsey consulting contract? [b] A person who helped McKinsey consultants get the needed data and interviews from an otherwise secretive client with compartmentalized and secure operating units? [b] A former McKinsey consultant now working for the firm to which McKinsey is pitching an AI project.
Fifth, the report introduces a new global index. The data in this free report is unlikely to be free in the future. McKinsey clients can obtain these data. This new global index is called the Skills Change Index. Here’s an example. You can get a bit more marketing color in the cited report. Just feast your eyes on this consultant fact packed chart:
Several comments. The weird bubble in the right hand page’s margin is your link to the McKinsey AI system. Give it a whirl, please. Look at the wonderland of information in a single chart presented in true blue, “just the facts, mam” style. The hawk-eyed will see that “leadership” seems immune to AI. Obviously senior management smart enough to hire McKinsey will be AI fluent and know the score or at least the projected financial payoff resulting from terminating staff who fail to up their game when robots do two thirds of the knowledge workers’ tasks.
Why has McKinsey gone to such creative lengths to create an item like this marketing collateral? Multiple teams labored on this online brochure. Graphic designers went through numerous versions of the sliding panels. McKinsey knows there is money in those AI studies. The firm will apply its intellectual method to the wizards who are writing checks to AI companies to build big data centers. Even Google is hedging its bets by packaging its data centers as providers to super wary customers like NATO. Any company can benefit from AI fluency-centric efficiency inputs. Well, not any. The reason is that only companies who can pay McKinsey fees quality to be clients.
The 11 people identified as the authors have completed the equivalent of a death march. Congratulations. I applaud you. At some point in your future career, you can look back on this document and take pride in providing a road map for companies eager to dump human workers for good enough AI systems. Perhaps one of you will be able to carry a sign in a major urban area that calls attention to your skills? You can look back and tell your friends and family, “I was part of this revolution.” So Happy holidays to you, McKinsey, and to the other blue chip firms exploiting good enough smart software.
Stephen E Arnold, December 3, 2025
Meta: Flying Its Flag for Moving Fast and Breaking Things
December 3, 2025
Another dinobaby original. If there is what passes for art, you bet your bippy, that I used smart software. I am a grandpa but not a Grandma Moses.
Meta, a sporty outfit, is the subject of an interesting story in “Press Gazette,” an online publication. The article “News Publishers File Criminal Complaint against Mark Zuckerberg Over Scam Ads” asserts:
A group of news publishers have filed a police complaint against Meta CEO Mark Zuckerberg over scam Facebook ads which steal the identities of journalists. Such promotions have been widespread on the Meta platform and include adverts which purport to be authored by trusted names in the media.
Thanks, MidJourney. Good enough, the gold standard for art today.
I can anticipate the outputs from some Meta adherents; for example, “We are really, really sorry.” or “We have specific rules against fraudulent behavior and we will take action to address this allegation.” Or, “Please, contact our legal representative in Sweden.”
The write up does not speculate as I just did in the preceding paragraph. The article takes a different approach, reporting:
According to Utgivarna: “These ads exploit media companies and journalists, cause both financial and psychological harm to innocent people, while Meta earns large sums by publishing the fraudulent content.” According to internal company documents, reported by Reuters, Meta earns around $16bn per year from fraudulent advertising. Press Gazette has repeatedly highlighted the use of well-known UK and US journalists to promote scam investment groups on Facebook. These include so-called pig-butchering schemes, whereby scammers win the trust of victims over weeks or months before persuading them to hand over money. [Emphasis added by Beyond Search]
On November 22, 2025, Time Magazine ran this allegedly accurate story “Court Filings Allege Meta Downplayed Risks to Children and Misled the Public.” In that article, the estimable social media company found itself in the news. That write up states:
Sex trafficking on Meta platforms was both difficult to report and widely tolerated, according to a court filing unsealed Friday. In a plaintiffs’ brief filed as part of a major lawsuit against four social media companies, Instagram’s former head of safety and well-being Vaishnavi Jayakumar testified that when she joined Meta in 2020 she was shocked to learn that the company had a “17x” strike policy for accounts that reportedly engaged in the “trafficking of humans for sex.”
I find it interesting that Meta is referenced in legal issues involving two particularly troublesome problems in many countries around the world. The one two punch is sex trafficking and pig butchering. I — probably incorrectly — interpret these two allegations as kiddie crime and theft. But I am a dinobaby, and I am not savvy to the ways of the BAIT (big AI tech)-type companies. Getting labeled as a party of sex trafficking and pig butchering is quite interesting to me. Happy holidays to Meta’s PR and legal professionals. You may be busy and 100 percent billable over the holidays and into the new year.
Several observations may be warranted:
- There are some frisky BAIT outfits in Silicon Valley. Meta may well be competing for the title as the Most Frisky Firm (MFF). I wonder what the prize is?
- Meta was annoyed with a “tell all” book written by a former employee. Meta’s push back seemed a bit of a tell to me. Perhaps some of the information hit too close to the leadership of Meta? Now we have sex and fraud allegations. So…
- How will Facebook, Instagram, and WhatsApp innovate in ad sales once Meta’s AI technology is fully deployed? Will AI, for example, block ad sales that are questionable? AI does make errors, which might be a useful angle for Meta going forward.
Net net: Perhaps some journalist with experience in online crime will take a closer look at Meta. I smell smoke. I am curious about the fire.
Stephen E Arnold, December 3, 2025
Open Source Now for Rich Peeps
December 3, 2025
Once upon a time, open source was the realm of startups in a niche market. Nolan Lawson wrote about “The Fate Of ‘Small’ Open Source” on his blog Read The Tea Leaves. He explains that more developers are using AI in their work and it’s step ahead of how coding used to be in the past. He observed a societal change that has been happening since the invention of the Internet: “I do think it’s a future where we prize instant answers over teaching and understanding.”
Old-fashioned research is now an art that few decide to master except in some circumstances. However, that doesn’t help the open source libraries that built the foundation of modern AI and most systems. Lawson waxes poetic about the ending of an era and what’s the point of doing something new in an old language. He uses a lot of big words and tech speak that most people won’t understand, but I did decipher that he’s upset that big corporations and AI chatbots are taking away the work.
He remains hopeful though:
“So if there’s a conclusion to this meandering blog post (excuse my squishy human brain; I didn’t use an LLM to write this), it’s just that: yes, LLMs have made some kinds of open source obsolete, but there’s still plenty of open source left to write. I’m excited to see what kinds of novel and unexpected things you all come up with.”
My squishy brain comprehends that the future is as bleak as the present but it’s all relative and how we decide to make it.
Whitney Grace, December 3, 2025
An SEO Marketing Expert Is an Expert on Search: AI Is Good for You. Adapt
December 2, 2025
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Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
I found it interesting to learn that a marketer is an expert on search and retrieval. Why? The expert has accrued 20 years of experience in search engine optimization aka SEO. I wondered, “Was this 20 years of diverse involvement in search and retrieval, or one year of SEO wizardry repeated 20 times?” I don’t know.
I spotted information about this person’s view of search in a newsletter from a group whose name I do not know how to pronounce. (I don’t know much.) The entity does business as BrXnd.ai. After some thought (maybe two seconds) I concluded that the name represented the concept “branding” with a dollop of hipness or ai.
Am I correct? I don’t know. Hey, that’s three admissions of intellectual failure a 10 seconds. Full disclosure: I know does not care.
Agentic SEO will put every company on the map. Relevance will become product sales. The methodology will be automated. The marketing humanoids will get fat bonuses. The quality of information available will soar upwards. Well, probably downwards. But no worries. Thanks, Venice.ai. Good enough.
The article is titled “The Future of Search and the Death of Links // BRXND Dispatch vol 96.” It points to a video called “The Future of Search and the Death of Links.” You can view the 22 minute talk at this link. Have at it, please.
Let me quote from the BrXnd.ai write up:
…we’re moving from an era of links to an era of recommendations. AI overviews now appear on 30-40% of search results, and when they do, clicks drop 20-40%. Google’s AI Mode sends six times fewer clicks than traditional search.
I think I have heard that Google handles 75 to 85 percent of global searches. If these data are on the money or even close to the eyeballs Google’s advertising money machine flogs, the estimable company will definitely be [a] pushing for subscriptions to anything and everything it once subsidized with oodles of advertisers’ cash; [b] sticking price tags on services positioned as free; [c] charging YouTube TV viewers the way disliked cable TV companies squeezed subscribers for money; [d] praying to the gods of AI that the next big thing becomes a Google sandbox; and [e] embracing its belief that it can control governments and neuter regulators with more than 0.01 milliliters of testosterone.
The write up states:
When search worked through links, you actively chose what to click—it was manual research, even if imperfect. Recommendations flip that relationship. AI decides what you should see based on what it thinks it knows about you. That creates interesting pressure on brands: they can’t just game algorithms with SEO tricks anymore. They need genuine value propositions because AI won’t recommend bad products. But it also raises questions about what happens to our relationship with information when we move from active searching to passive receiving.
Okay, let’s work through a couple of the ideas in this quoted passage.
First, clicking on links is indeed semi-difficult and manual job. (Wow. Take a break from entering 2.3 words and looking for a likely source on the first page of search results. Demanding work indeed.) However, what if those links are biased by inept programmers, the biases of the data set processed by the search machine, or intentionally manipulated to weaponize content to achieve a goal?
Second, the hook for the argument is that brands can no longer can game algorithms. Bid farewell to keyword stuffing. There is a new game in town: Putting a content object in as many places as possible in multiple formats, including the knowledge nugget delivered by TikTok-type services. Most people it seems don’t think about this and rely on consultants to help them.
Finally, the notion of moving from clicking and reading to letting a BAIT (big AI tech) company define one’s knowledge universe strikes me as something that SEO experts don’t find problematic. Good for them. Like me, the SEO mavens think the business opportunities for consulting, odd ball metrics, and ineffectual work will be rewarding.
I appreciate BrXnd.ai for giving me this glimpse of a the search and retrieval utopia I will now have available. Am I excited? Yeah, sure. However, I will not be dipping into the archive of the 95 previous issues of BrXnd “dispatches.” I know this to be a fact.
Stephen E Arnold, December 2, 2025
AI-Yai-Yai: Two Wizards Unload on What VCs and Consultants Ignore
December 2, 2025
Another dinobaby original. If there is what passes for art, you bet your bippy, that I used smart software. I am a grandpa but not a Grandma Moses.
I read “Ilya Sutskever, Yann LeCun and the End of Just Add GPUs.” The write up is unlikely to find too many accelerationists printing out the write up and handing it out to their pals at Philz Coffee. What does this indigestion maker way? Let’s take a quick look.
The write up says:
Ilya Sutskever – co-founder of OpenAI and now head of Safe Superintelligence Inc. – argued that the industry is moving from an “age of scaling” to an “age of research”. At the same time, Yann LeCun, VP & Chief AI Scientist at Meta, has been loudly insisting that LLMs are not the future of AI at all and that we need a completely different path based on “world models” and architectures like JEPA. [Beyond Search note because the author of the article was apparently making assumptions about what readers know. JEPA is short hand for Joint Embedding Predictive Architecture. The idea is to find a recipe to all machines learn about the world in a way a human does.]
I like to try to make things simple. Simple things are easier for me to remember. This passage means: Dead end. New approaches needed. Your interpretation may be different. I want to point out that my experience with LLMs in the past few months have left me with a sense that a “No Outlet” sign is ahead.
Thanks, Venice.ai. The signs are pointing in weird directions, but close enough for horse shoes.
Let’s take a look at another passage in the cited article.
“The real bottleneck [is] generalization. For Sutskever, the biggest unsolved problem is generalization. Humans can:
learn a new concept from a handful of examples
transfer knowledge between domains
keep learning continuously without forgetting everything
Models, by comparison, still need:
huge amounts of data
careful evals (sic) to avoid weird corner-case failures
extensive guardrails and fine-tuning
Even the best systems today generalize much worse than people. Fixing that is not a matter of another 10,000 GPUs; it needs new theory and new training methods.”
I assume “generalization” to AI wizards has this freight of meaning. For me, this is a big word way of saying, “Current AI models don’t work or perform like humans.” I do like the clarity of “needs new theory and training methods.” The “old” way of training has not made too many pals among those who hold copyright in my opinion. The article calls this “new recipes.”
Yann LeCun points out:
LLMs, as we know them, are not the path to real intelligence.
Yann LeCun likes world models. These have these attributes:
- “learn by watching the world (especially video)
- build an internal representation of objects, space and time
- can predict what will happen next in that world, not just what word comes next”
What’s the fix? You can navigate to the cited article and read the punch line to the experts’ views of today’s AI.
Several observations are warranted:
- Lots of money is now committed to what strikes these experts as dead ends
- The move fast and break things believers are in a spot where they may be going too fast to stop when the “Dead End” sign comes into view
- The likelihood of AI companies demonstrating that they can wish, think, and believe they have the next big thing and are operating with a willing suspension of disbelief.
I wonder if they positions presented in this article provide some insight into Google’s building dedicated AI data centers for big buck, security conscious clients like NATO and Pavel Durov’s decision to build the SETI-type of system he has announced.
Stephen E Arnold, December 2, 2025
Palantir Channels Moses, Blue Chip Consulting Baloney, and PR
December 2, 2025
Another dinobaby original. If there is what passes for art, you bet your bippy, that I used smart software. I am a grandpa but not a Grandma Moses.
Palantir Technologies is a company in search of an identity. You may know the company latched on to the Lord of the Rings as a touchstone. The Palantir team adopted the “seeing stone.” The idea was that its technology could do magical things. There are several hundred companies with comparable technology. Datawalk has suggested that its system is the equivalent of Palantir’s. Is this true? I don’t know, but when one company is used by another company to make sales, it suggests that Palantir has done something of note.
I am thinking about Palantir because I did a small job for i2 Ltd. when Mike Hunter still was engaged with the firm. Shortly after this interesting work, I learned that Palantir was engaged in litigation with i2 Ltd. The allegations included Palantir’s setting up a straw man company to license the i2 Ltd.’s Analyst Notebook software development kit. i2 was the ur-intelware. Many of the companies marketing link analysis, analytics focused on making sense of call logs, and other arcana of little interest to most people are relatives of i2. Some acknowledge this bloodline. Others, particularly young intelware company employees working trade shows, just look confused if I mention i2 Ltd. Time is like sandpaper. Facts get smoothed, rounded, or worn to invisibility.
We have an illustration output by MidJourney. It shows a person dressed in a wardrobe that is out of step with traditional business attired. The machine-generated figure is trying to convince potential customers that the peculiarly garbed speaker can be trusted. The sign would have been viewed as good marketing centuries ago. Today it is just peculiar, possibly desperate on some level.
I read “Palantir Uses the ‘5 Whys’ Approach to Problem Solving — Here’s How It Works.” What struck me about the article is that Palantir’s CEO Alex Karp is recycling business school truisms as the insights that have powered the company to record government contracts. Toyota was one of the first company’s to focus on asking “why questions.” That firm tried to approach selling automobiles in a way different from the American auto giants. US firms were the world leaders when Toyota was cranking out cheap vehicles. The company pushed songs, communal exercise, and ideas different from the chrome trim crowd in Detroit; for example, humility, something called genchi genbutsu or go and see first hand, employee responsibility regardless of paygrade, continuous improvement (usually not adding chrome trim), and thinking beyond quarterly results. To an America, Mr. Toyoda’s ideas were nutso.
The write up reports:
Karp is a firm believer in the Five Whys, a simple system that aims to uncover the root cause of an issue that may not be immediately apparent. The process is straightforward. When an issue arises, someone asks, “Why?” Whatever the answer may be, they ask “why?” again and again until they have done so five times. “We have found is that those who are willing to chase the causal thread, and really follow it where it leads, can often unravel the knots that hold organizations back” …
The article adds this bit of color:
Palantir’s culture is almost as iconoclastic as its leader.
We have the Lord of the Rings, we have a Japanese auto company’s business method, and we have the CEO as an iconoclast.
Let’s think about this type of PR. Obviously Palantir and its formal and informal “leadership” want to be more than an outfit known for ending up in court as a result of a less-than-intelligent end run about an outfit whose primary market was law enforcement and intelligence professionals. Palantir is in the money or at least money from government contract, and it rarely mentions its long march to today’s apparent success. The firm was founded in May 2003. After a couple of years, Palantir landed its first customer: The US Central Intelligence Agency.
The company ingested about $3 billion in venture funding and reported its first profitable quarter in 2022. That’s 19 years, one interesting legal dust up, and numerous attempts to establish long-term relationships with its “customers.” Palantir did some work for do-good outfits. It tried its hand at commercial projects. But the firm remained anchored to government agencies in the US and the UK.
But something was lacking. The article is part of a content marketing campaign to make the firm’s CEO a luminary among technology leaders. Thus, we have the myth building block like the five why’s. These are not exactly intellectual home runs. The method is not proprietary. The method breaks down in many engagements. People don’t know why something happened. Consultants or forward deployed engineers scurry around trying to figure out what’s going. At some blue chip consulting firms, trotting out Toyota’s precepts as a way to deal with social media cyber security threats might result in the client saying, “No, thanks. We need a less superficial approach.”
I am not going to get a T shirt that says, “The knots that hold organizations back.” I favor
From my point of view, there are a couple of differences between the Toyota and it why era and Palantir today; for instance, Toyota was into measured, mostly disciplined process improvement. Palantir is more like the “move fast, break things” Silicon Valley outfit. Toyota was reasonably transparent about its processes. I did see the lights out factory near the Tokyo airport which was off limits to Kentucky people like. Palantir is in my mind associated with faux secrecy, legal paperwork, and those i2-related sealed documents.
Net net: Palantir’s myth making PR campaign is underway. I have no doubt it will work for many people. Good for them.
Stephen E Arnold, December x, 2025
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