Google and Its End Game

October 1, 2025

animated-dinosaur-image-0062_thumb_tNo smart software involved. Just a dinobaby’s work.

I read “In Court Filing, Google Concedes the Open Web Is in Rapid Decline.” The write up reveals that change is causing the information highway to morph into a stop light choked Dixie Highway. The article states:

Google says that forcing it to divest its AdX marketplace would hasten the demise of wide swaths of the web that are dependent on advertising revenue. This is one of several reasons Google asks the court to deny the government’s request.

Yes, so much depends on the Google just like William Carlos Williams observed in his poem “The Red Wheelbarrow.” I have modified the original to reflect the Googley era which is now emerging for everyone, including Ars Technica, to see:

so much depends upon the Google, glazed with data beside the chicken regulators.

The cited article notes:

As users become increasingly frustrated with AI search products, Google often claims people actually love AI search and are sending as many clicks to the web as ever. Now that its golden goose is on the line, the open web is suddenly “in rapid decline.” It’s right there on page five of the company’s September 5 filing…

Not only does Google say this, the company has been actively building the infrastructure for Google to become the “Internet.” No way, you say.

Sorry, way. Here’s what’s been going on since the initial public offering:

    1. Attract traffic and monetize via ads access to the traffic
    2. Increased data collection for marketing and “mining” for nuggets; that is, user behavior and related information
    3. Little by little, force “creators,” Web site developers, partners, and users to just let Google provide access to the “information” Google provides.

Smart software, like recreating certain Web site content, is just one more technology to allow Google to extend its control over its users, its advertisers, and partners.

Courts in the US have essentially hit pause on traffic lights controlling the flows of Google activity. Okay, Google has to share some information. How long will it take for “information” to be defined, adjudicated, and resolved.

The European Union is printing out invoices for Google to pay for assorted violations. Guess what? That’s the cost of doing business.

Net net: The Google will find a way to monetize its properties, slap taxes at key junctions, and shape information is ways that its competitors wish they could.

Yes, there is a new Web or Internet. It’s Googley. Adapt and accept. Feel free to get Google out of your digital life. Have fun.

Stephen E Arnold, October 3, 2025

Graphite: Okay, to License Now

September 24, 2025

The US government uses specialized software to gather information related to persons of interest. The brand of popular since NSO Group marketed itself into a pickle is from the Israeli-founded spyware company Paragon Solutions. The US government isn’t a stranger to Paragon Solutions, in fact, El Pais shares in the article, “Graphite, the Israeli Spyware Acquired By ICE” that it renewed its contract with the specialized software company.

The deal was originally signed during Biden’s administration during September 24, but it went against the then president’s executive order that prohibited US agencies from using spyware tools that “posed ‘significant counterintelligence and security risks’ or had been misused by foreign governments to suppress dissent.

During the negotiations, AE Industrial Partners purchased Paragon and merged it with REDLattice, an intelligence contractor located in Virginia. Paragon is now a domestic partner with deep connections to former military and intelligence personnel. The suspension on ICE’s Homeland Security Investigations was quietly lifted on August 29 according to public contracting announcements.

The Us government will use Paragon’s Graphite spyware:

“Graphite is one of the most powerful commercial spy tools available. Once installed, it can take complete control of the target’s phone and extract text messages, emails, and photos; infiltrate encrypted apps like Signal and WhatsApp; access cloud backups; and covertly activate microphones to turn smartphones into listening devices.

The source suggests that although companies like Paragon insist their tools are intended to combat terrorism and organized crime, past use suggests otherwise. Earlier this year, Graphite allegedly has been linked to info gathering in Italy targeting at least some journalists, a few migrant rights activists, and a couple of associates of the definitely worth watching Pope Francis. Paragon stepped away from the home of pizza following alleged “public outrage.”

The US government’s use of specialized software seems to be a major concern among Democrats and Republicans alike. What government agencies are licensing and using Graphite. Beyond Search has absolutely no idea.

Whitney Grace, September 24, 2025

Pavel Durov Was Arrested for Online Stubbornness: Will This Happen in the US?

September 23, 2025

Written by an unteachable dinobaby. Live with it.

In august 2024, the French judiciary arrested Pavel Durov, the founder of VKontakte and then Telegram, a robust but non-AI platform. Why? The French government identified more than a dozen transgressions by Pavel Durov, who holds French citizenship as a special tech bro. Now he has to report to his French mom every two weeks or experience more interesting French legal action. Is this an example of a failure to communicate?

Will the US take similar steps toward US companies? I raise the question because I read an allegedly accurate “real” news write up called “Anthropic Irks White House with Limits on Models’ Use.” (Like many useful online resources, this story requires the curious to subscribe, pay, and get on a marketing list.) These “models,” of course, are the zeros and ones which comprise the next big thing in technology: artificial intelligence.

The write up states:

Anthropic is in the midst of a splashy media tour in Washington, but its refusal to allow its models to be used for some law enforcement purposes has deepened hostility to the company inside the Trump administration…

The write up says as actual factual:

Anthropic recently declined requests by contractors working with federal law enforcement agencies because the company refuses to make an exception allowing its AI tools to be used for some tasks, including surveillance of US citizens…

I found the write up interesting. If France can take action against an upstanding citizen like Pavel Durov, what about the tech folks at Anthropic or other outfits? These firms allegedly have useful data and the tools to answer questions? I recently fed the output of one AI system (ChatGPT) into another AI system (Perplexity), and I learned that Perplexity did a good job of identifying the weirdness in the ChatGPT output. Would these systems provide similar insights into prompt patterns on certain topics; for instance, the charges against Pavel Durov or data obtained by people looking for information about nuclear fuel cask shipments?

With France’s action, is the door open to take direct action against people and their organizations which cooperate reluctantly or not at all when a government official makes a request?

I don’t have an answer. Dinobabies rarely do, and if they do have a response, no one pays attention to these beasties. However, some of those wizards at AI outfits might want to ponder the question about cooperation with a government request.

Stephen E Arnold, September 24, 2025

UAE: Will It Become U-AI?

September 23, 2025

Dino 5 18 25Written by an unteachable dinobaby. Live with it.

UAE is moving forward in smart software, not just crypto. “Industry Leading AI Reasoning for All” reports that the Institute of foundation Models has “industry leading AI reasoning for all.” The new item reports:

Built on six pillars of innovation, K2 Think represents a new class of reasoning model. It employs long chain-of-thought supervised fine-tuning to strengthen logical depth, followed by reinforcement learning with verifiable rewards to sharpen accuracy on hard problems. Agentic planning allows the model to decompose complex challenges before reasoning through them, while test-time scaling techniques further boost adaptability. 

I am not sure what the six pillars of innovation are, particularly after looking at some of the UAE’s crypto plays, but there is more. Here’s another passage which suggests that Intel and Nvidia may not be in the k2think.ai technology road map:

K2 Think will soon be available on Cerebras’ wafer-scale, inference-optimized compute platform, enabling researchers and innovators worldwide to push the boundaries of reasoning performance at lightning-fast speed. With speculative decoding optimized for Cerebras hardware, K2 Think will achieve unprecedented throughput of 2,000 tokens per second, making it both one of the fastest and most efficient reasoning systems in existence.

If you want to kick its tires (tAIres?), the system is available at k2think.ai and on Hugging Face. Oh, the write up quotes two people with interesting names: Eric Xing and Peng Xiao.

Stephen E Arnold, September 23, 2025

AI Poker: China Has Three Aces. Google, Your Play

September 19, 2025

animated-dinosaur-image-0062_thumb_t_thumb_thumbNo smart software involved. Just a dinobaby’s work. 

TV poker seems to be a thing on free or low cost US television streams. A group of people squint, sigh, and fiddle as each tries to win the big pile of cash. Another poker game is underway in the “next big thing” of smart software or AI.

Google released the Nano Banana image generator. Social media hummed. Okay, that looks like a winning hand. But another player dropped some coin on the table, squinted at the Google, and smirked just a tiny bit.

ByteDance Unveils New AI Image Model to Rival DeepMind’s Nano Banana” explains the poker play this way:

TikTok-owner ByteDance has launched its latest image generation artificial intelligence tool Seedream 4.0, which it said surpasses Google DeepMind’s viral “Nano Banana” AI image editor across several key indicators.

Now the cute jargon may make the poker hand friendly, there is menace behind the terminology. The write up states:

ByteDance claims that Seedream 4.0 beat Gemini 2.5 Flash Image for image generation and editing on its internal evaluation benchmark MagicBench, with stronger performance in prompt adherence, alignment and aesthetics.

Okay, prompt adherence, alignment (what the heck is that?), and aesthetics. That’s three aces right.

Who has the cost advantage? The write up says:

On Fal.ai, a global generative media hosting platform, Seedream 4.0 costs US$0.03 per generated image, while Gemini 2.5 Flash Image is priced at US$0.039.

I thought in poker one raised the stakes. Well, in AI poker one lowers the price in order to raise the stakes. These players are betting the money burned in the AI furnace will be “won” as the game progresses. Will AI poker turn up on the US free TV services? Probably. Burning cash makes for wonderful viewing, especially for those who are writing the checks.

What’s China’s view of this type of gambling? The write up says:

The state has signaled its support for AI-generated content by recognizing their copyright in late 2023, but has also recently introduced mandatory labelling of such content.

The game is not over. (Am I the only person who thinks that the name “nana banana” would have been better than “nano banana”?)

Stephen E Arnold, September 19, 2025

Qwen: Better, Faster, Cheaper. Sure, All Three

September 17, 2025

Dino 5 18 25No smart software involved. Just a dinobaby’s work.

I spotted another China Smart, U S Dumb write up. Analytics India published “Alibaba Introduces Qwen3-Next as a More Efficient LLM Architecture.” The story caught my attention because it was a high five to the China-linked Alibaba outfit and because it is a signal that India and China are on the path to BFF bliss.

The write up says:

Alibaba’s Qwen team has introduced Qwen3-Next, a new large language model architecture designed to improve efficiency in both training and inference for ultra-long context and large-parameter settings.

The sentence reinforces the better, faster, cheaper sales mantra one beloved by Crazy Eddie.

Here’s another sentence catching my attention:

At its core, Qwen3-Next combines a hybrid attention mechanism with a highly sparse mixture-of-experts (MoE) design, activating just three billion of its 80 billion parameters during inference.  The announcement blog explains that the new mechanism allows the base model to match, and in some cases outperform, the dense Qwen3-32B, while using less than 10% of its training compute. In inference, throughput surpasses 10x at context lengths beyond 32,000 tokens.

This passage emphasizes the value of the mixture of experts approach in the faster and cheaper assertions.

Do I believe the data?

Sure, I believe every factoid presented in the better, faster, cheaper marketing of large language models. Personally I find that these models, regardless of development group, are useful for some specific functions. The hallucination issue is the deal breaker. Who wants to kill a person because a smart medical system is making benign out of malignancy? Who wants an autonomous AI underwater drone to take out those college students and not the adversary’s stealth surveillance boat?

Where can you get access this better, faster, cheaper winner? The write up says, “Hugging Face, ModelScope, Alibaba Cloud Model Studio and NVIDIA API Catalog, with support from inference frameworks like SGLang and vLLM.”

Stephen E Arnold, September 17, 2025

Microsoft: The Secure Discount King

September 10, 2025

Dino 5 18 25Just a dinobaby sharing observations. No AI involved. My apologies to those who rely on it for their wisdom, knowledge, and insights.

Let’s assume that this story in The Register is dead accurate. Let’s forget that Google slapped the $0.47 smart software price tag on its Gemini smart software. Now let’s look at the interesting information in “Microsoft Rewarded for Security Failures with Another US Government Contract.” Snappy title. But check out the sub-title for the article: “Free Copilot for Any Agency Who Actually Wants It.”

I did not know that a US government agency was human signaled by the “who.” But let’s push forward.

The article states:

The General Services Administration (GSA) announced its new deal with Microsoft on Tuesday, describing it as a “strategic partnership” that could save the federal government as much as $3.1 billion over the next year. The GSA didn’t mention specific discount terms, but it said that services, including Microsoft 365, Azure cloud services, Dynamics 365, Entra ID Governance, and Microsoft Sentinel, will be cheaper than ever for feds.  That, and Microsoft’s next-gen Clippy, also known as Copilot, is free to access for any agency with a G5 contract as part of the new deal, too. That free price undercuts Google’s previously cheapest-in-show deal to inject Gemini into government agencies for just $0.47 for a year.

Will anyone formulate the hypothesis that Microsoft and Google are providing deep discounts to get government deals and the every-popular scope changes, engineering services, and specialized consulting fees?

I would not.

I quite like comparing Microsoft’s increasingly difficult to explain OpenAI, acqui-hire, and home-grown smart software as Clippy. I think that the more apt comparison is the outstanding Microsoft Bob solution to interface complexity.

The article explains that Oracle landed contracts with a discount, then Google, and now Microsoft. What about the smaller firms? Yeah, there are standard procurement guidelines for those outfits. Follow the rules and stop suggesting that giant companies are discounting there way into the US government.

What happens if these solutions hallucinate, do not deliver what an Inspector General, an Independent Verification & Validation team, or the General Accounting Office expects? Here’s the answer:

With the exception of AWS, all the other OneGov deals that have been announced so far have a very short shelf life, with most expirations at the end of 2026. Critics of the OneGov program have raised concerns that OneGov deals have set government agencies up for a new era of vendor lock-in not seen since the early cloud days, where one-year discounts leave agencies dependent on services that could suddenly become considerably more expensive by the end of next year.

The write up quotes one smaller outfit’s senior manager’s concern about low prices. But the deals are done, and the work on the 2026-2027 statements of work has begun, folks. Small outfits often lack the luxury of staff dedicated to extending a service provider’s engagement into a year or two renewal target.

The write up concludes by bringing up ancient history like those pop archaeologists on YouTube who explain that ancient technology created urns with handles. The write up says:

It was mere days ago that we reported on the Pentagon’s decision to formally bar Microsoft from using China-based engineers to support sensitive cloud services deployed by the Defense Department, a practice Defense Secretary Pete Hegseth called “mind-blowing” in a statement last week.  Then there was last year’s episodes that allowed Chinese and Russian cyber spies to break into Exchange accounts used by high-level federal officials and steal a whole bunch of emails and other information. That incident, and plenty more before it, led former senior White House cyber policy director AJ Grotto to conclude that Microsoft was an honest-to-goodness national security threat. None of that has mattered much, as the feds seem content to continue paying Microsoft for its services, despite wagging their finger at Redmond for “avoidable errors.”

Ancient history or aliens? I don’t know. But Microsoft does deals, and it is tough to resist “free”.

Stephen E Arnold, September 10, 2025

Google Anti-Competitive? No. No. No!

August 28, 2025

Dino 5 18 25No AI. Just a dinobaby working the old-fashioned way.

I read another anti Google news release from a mere country. When I encounter statements that Google is anti competitive, I am flabbergasted. Google is search. Google is the Web. Google is great. Google is America. What’s with countries that don’t get with the program? The agenda has been crystal clear for more than 20 years. Is there as dumb drug in your water or your wheat?

Google Admits Anti-Competitive Conduct Involving Google Search in Australia” reports that Google has been browbeaten, subjected to psychological pressure, and outrageous claims. Consequently, the wonderful Google has just said, “Okay, you are right. Whatever. How much?”

The write up from a nation state says:

Google has co-operated with the ACCC, admitted liability and agreed to jointly submit to the Court that Google should pay a total penalty of $55 million. It is a matter for the Court to determine whether the penalty and other orders are appropriate.

Happy now?

The write up crows about forcing Google to falter emotionally and make further statements to buttress the alleged anti competitive behavior; to wit:

Google and its US parent company, Google LLC, have also signed a court-enforceable undertaking which the ACCC has accepted to address the ACCC’s broader competition concerns relating to contractual arrangements between Google, Android phone manufacturers and Australian telcos since 2017. Google does not agree with all of the ACCC’s concerns but has acknowledged them and offered the undertaking to address these concerns.

And there is ample evidence that Google abandons any alleged improper behavior. Sure, there have been minor dust ups about accidental WiFi interception in Germany, some trivial issues with regards to the UK outfit Foundem, and the current misunderstanding in America’s judicial system. But in each of these alleged “issues,” Google has instantly and in good faith corrected any problem caused by a contractor, a junior employee, or a smart “robot.” Managing Google is tough even for former McKinsey consultants.

Mistakes happen.

The nation state issues word salad that does little to assuage the mental and financial harm Google has suffered. Here are the painful words which hang like a scimitar over the fair Google’s neck:

The ACCC remains committed to addressing anti-competitive conduct like this, as well as cartel conduct. Competition issues in the digital economy are a current priority area.

Google is America. America is good. Therefore, that which Google does is a benefit to America and anyone who uses its services.

How can countries not figure out who’s on first, what’s on second, and I don’t know’s on third.

Stephen E Arnold, August 28, 2025

Google Uses a Blue Light Special for the US Government (Sorry K-Meta You Lose)

August 27, 2025

Dino 5 18 25No AI. Just a dinobaby working the old-fashioned way.

I read an interesting news item in Artificial Intelligence News, a publication unknown to me. Like most of the AI information I read online I believe every single word. AI radiates accuracy, trust, and factual information. Let’s treat this “real” news story as actual factual. To process the information, you will want to reflect on the sales tactics behind Filene’s Basement, K-Mart’s blue light specials, and the ShamWow guy.

The US Federal Government Secures a Massive Google Gemini AI Deal at $0.47 per Agency” reports:

Google Gemini will soon power federal operations across the United States government following a sweeping new agreement between the General Services Administration (GSA) and Google that delivers comprehensive AI capabilities at unprecedented pricing.

I regret I don’t have Microsoft government sales professional or a Palantir forward deployed engineer to call and get their view of this deal. Oh, well, that’s what happens when one gets old. (Remember. For a LinkedIn audience NEVER reveal your age. Okay, too bad LinkedIn, I am 81.)

It so happens I was involved in Year 2000 in some meetings at which Google pitched its search-and-retrieval system for US government wide search. For a number of reasons, the Google did not win that procurement bake off. It took a formal protest and some more meetings to explain the concept of conforming to a Statement of Work and the bid analysis process used by the US government 25 years ago. Google took it on the snout.

Not this time.

By golly, Google figured out how to deal with RFPs, SOWs, the Q&A process, and the pricing dance. The write up says:

The “Gemini for Government” offering, announced by GSA, represents one of the most significant government AI procurement deals to date. Under the OneGov agreement extending through 2026, federal agencies will gain access to Google’s full artificial intelligence stack for just US$0.47 per agency—a pricing structure that industry observers note is remarkably aggressive for enterprise-level AI services.

What does the US government receive? According to the write up:

Google CEO Sundar Pichai characterized the partnership as building on existing relationships: “Building on our Workspace offer for federal employees, ‘Gemini for Government’ gives federal agencies access to our full stack approach to AI innovation, including tools like NotebookLM and Veo powered by our latest models and our secure cloud infrastructure.”

Yo, Microsoft. Yo, Palantir. Are you paying attention? This explanation suggests that a clever government professional can do what your firms do. But — get this — at a price that may be “unsustainable.” (Of course, I know that em dashes signal smart software. Believe me. I use em dashes all by myself. No AI needed.)

I also noted this statement in the write up:

The $0.47 per agency pricing model raises immediate concerns about market distortion and the sustainability of such aggressive government contracting. Industry analysts question whether this represents genuine cost efficiency or a loss-leader strategy designed to lock agencies into Google’s ecosystem before prices inevitably rise after 2026. Moreover, the deal’s sweeping scope—encompassing everything from basic productivity tools to custom AI agent development—may create dangerous vendor concentration risks. Should technical issues, security breaches, or contract disputes arise, the federal government could find itself heavily dependent on a single commercial provider for critical operational capabilities. The announcement notably lacks specific metrics for measuring success, implementation timelines, or safeguards against vendor lock-in—details that will ultimately determine whether this represents genuine modernization or expensive experimentation with taxpayer resources.

Several observations are warranted:

  1. Google has figured out that making AI too cheap to resist appeals to certain government procurement professionals. A deal is a deal, of course. Scope changes, engineering services, and government budget schedules may add some jerked chicken spice to the bargain meal.
  2. The existing government-wide incumbent types are probably going to be holding some meetings to discuss what “this deal” means to existing and new projects involving smart software.
  3. The budget issues about AI investments are significant. Adding more expense for what can be a very demanding client is likely to have a direct impact on advertisers who fund the Google fun bus. How much will that YouTube subscription go up? Would Google raise rates to fund this competitive strike at Microsoft and Palantir? Of course not, you silly goose.

I wish I were at liberty to share some of the Google-related outputs from the Year 2000 procurement. But, alas, I cannot. Let me close by saying, “Google has figured out some basics of dealing with the US government.” Hey, it only took a quarter century, not bad for an ageing Googzilla.

Stephen E Arnold, August 27, 2025

A Better Telegram: Max (imum) Surveillance

August 27, 2025

Dino 5 18 25No AI. Just a dinobaby working the old-fashioned way.

The super duper everything apps include many interesting functions. But one can spice up a messaging app with a bit of old-fashioned ingenuity. The newest “player” in the “secret” messaging game is not some knock off Silicon Valley service. The MAX app has arrived.

Reuters reported in “Russia Orders Sate-Backed MAX Messenger Ap, a WhatsApp Rival, Pre-Installed on Phones and Tablets.” (Did you notice the headline did not include Telegram?) The trusted news source says:

A Russian state-backed messenger application called MAX, a rival to WhatsApp that critics say could be used to track users, must be pre-installed on all mobile phones and tablets from next month, the Russian government said on Thursday. The decision to promote MAX comes as Moscow is seeking greater control over the internet space as it is locked in a standoff with the West over Ukraine, which it casts as part of an attempt to shape a new world order.

I like the inclusion of a reference to “a new world order.”

The trusted news source adds:

State media says accusations from Kremlin critics that MAX is a spying app are false and that it has fewer permissions to access user data than rivals WhatsApp and Telegram.

Yep, Telegram. Several questions:

  1. Are any of the companies supporting MAX providing services to Telegram?
  2. Were any of the technologists working on MAX associated with VKontakte or Telegram?
  3. Will other countries find the MAX mandated installation an interesting idea?
  4. How does MAX intersect with data captured from Russia-based telecom outfits and online service providers?

I can’t answer these questions, but I would think that a trusted news service would.

Stephen E Arnold, August 27, 2025

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