Tag Archives: CPU

Biological Bloat.

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What is the ultimate objective for an ai based future? Remove enough cognition from the system without it collapsing. 

Without the advancements of technology, humans would be left shipping scrolls by bird, asking for directions, and walking to the nearest destination. 

At what point do we begin to question the validity of these advancements? Perhaps when spend becomes a by product of a bloated workforce. The workforce then being seen not only as unnecessary, but incompetent. Because why else would you substitute humans for machines? Because you assume the machines can do it better, faster, and don’t have a complaint mechanism within their capabilities. 

Now we dive deeper into the possibility of manufactured creativity. Because bots program unintentionally. It’s the human that has an agenda. The technology is just a tool. Yet and still, even tools need to be used according to their intended purpose. 

Capex vs Tech-Sec.

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The tech sector is looking for an easy way out. What would lead me to think this is the case? Ai capex becoming not only a buzzword but, an unstable systemic reality. Now what the hell is capex? In layman’s terms, it’s capital expenditures.

It’s the amount of money a business spends in order to create, improve or maintain a company. Without any capex all you have is an idea stuck in your head or written on a piece of paper. Assuming you spent capex to buy a pen and some notebook paper. Technology will always be one of the most important elements to a sustainable future. However, it cost money, requires time, and resources to keep that future functioning efficiently.

If you simply withdraw all of your available cash and buy every piece of technological equipment you can afford, you’ll wind up going broke trying to sell it to broke & interested buyers. Since we operate within a democracy, we afford ourselves the paradoxical convenience of using borrowed money to help fund what becomes unsustainable for the system. More gasoline doesn’t extinguish fires. Historically humans have always found creative and innovative ways to make life more convenient. This is why technological advancement has always led to better outcomes.

We’ve managed to travel faster, further, and more often than we did during the horseback riding era. We have also been able to communicate more frequently, without the need to be in the same rooms, while creating the illusion of a more connected world. We no longer have to leave the house for groceries. We have thousands of movies to watch at the touch of a button, while never having to touch a single movie theater seat. It’s astounding.

Yet like a typical American citizen, we always manage to sidestep responsibility. Artificial intelligence as of 2026 is feels less like a bubble and more like widespread cognitive offloading coupled with intensified fomo, and trend following. In other words, we don’t want to think anymore, we just want utopian systems to run autonomously while we enjoy some sort of carefree perpetual vacation like existence. Now let’s put it in plain language. As humans we find ourselves trying to make life as easy as possible.

This means using tools to create less stressful environments and less required tasks, yielding the same or better outcomes. Unfortunately we forget we’re still humans, and must maintain responsibility and accountability for how we run society. Using a bunch of large language models or LLM’s to do our dirty work, has its limitations. Forcing new boundaries creates underlying risks that must be addressed now or later. We are likely to reach a tipping point where buying more equipment, and investing in more infrastructure, to automate nearly every aspect of life is going to cost us more than we’re ready to bargain for.

Will there be winners? There always are winners. Unfortunately the losers might outweigh the winners. Leaving the winners the responsibility to take care of those who don’t survive the tech-pocalypse. 

Anthropic Plugin Plague…

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Okay so here’s the thing, if Anthropic develops a plugin or tool that can, not only optimize workflow, but literally reduce costs via automation, it will change a lot of things. How might this play out? For the sake of argument, let’s say this tool has ability to sift and organize data (which is partly the idea floating around tech articles as of late). Let’s say it can crunch numbers, create graphics, spreadsheets, and mock presentations. Because of this, you will no longer need to hire data analysts that paid for overpriced degrees, expecting hefty salaries.

Now you simply tap into the SAAS aka Software as a Service pipeline. Out comes Anthropic with this one tool. On top of that is their already established LLM via Claude.ai which I may say is literally the best one I’ve used so far. (But I could be biased). Anyway, combining both the new plugin with Claude, now you’ve got your one man crew with tools that can do the work of 50+ graduates.

No more bloated payroll, or payroll taxes, just more deductions, and write-offs for equipment or subscriptions. This elevates profit margins. Now other companies see this. They Jump on the bandwagon by either subscribing to the front runner in Anthropic or they try to clone the process on their own, not having the same resources or turnaround times, and low costs. 

Another scenario is a company that makes one of the most important components to carry out these tasks by way of the plugin. Which implies the plugin can’t be used without it, (chips, pcb’s, graphics processing units apparently the brain of computing on caffeine. You also have the central processing units, the brain of computing on 8 hrs of sleep). Now you get the possibility of mergers and or acquisitions, or partnerships. Eventually Anthropic becomes the low cost producer.

They eat up a majority market share. One or two companies give them a little competition. From there the rest of tech begins realizing how dumb it is keep 50+ data analysts. The risks are payroll. This means executive compensation, bonus packages, and restricted stock units.

This also includes pension plans that pay out for the life of the employee, given they may have retired during a bull market or worse, during an economic downturn or recession. Not to to mention that this is when costs should be minimized. Now you begin to see major tech layoffs (as is usually the case during downturns, and typical market cycles). This occurs to the point where markets fall, tech drags, opening up undervalued stocks, everyone panics, some understand who the top players are. Anthropic if not in IPO  territory yet, enjoys the residual benefits of being the go-to company.

Software developers have to pivot. Now you get a rise in small tech firms. They try to copy what they learned from their previous bosses. Many fail. Markets recover at some point. Anthropic goes public whenever it becomes shaky, or most convenient because they keep burning through capex to stay ahead of the game. Whoever their biggest supplier is in terms of parts, infrastructure, and components, gets to enjoy a few years or earnings beats, eps growth, and more retail taking on more margin because they realize who benefits the most from this one tool.

Somewhere in the middle, the drawdown will reveal conviction and deployment of capital has to commence. However this is all anecdotal, and could be wrong. There is also the geopolitical, commodity cycles, GHG’s from mining minerals, and international markets that exacerbate global economic outcomes for the U.S. economy throughout this process. In other words, bidding/trade wars, or deals. Economies of scale, supply chain, and countries who do tech better.