AI prompt: history of the huge fight to determine from which cities the fed governors would come.
Google search:
Friday, December 5, 2025
Tuesday, November 25, 2025
Friday, November 7, 2025
The End Of The F-150 Lightning -- November 7, 2025
If this becomes a story, we'll track it here.
Right now, this story is absolutely everywhere. I kind of don't get it -- why it's such a big story. EVs may be a thing but EV-pickups are not.
I see dozens of pickup trucks every day in my area of north Texas, DFW-area. I almost never see any pickup truck towing anything except landscaping.
Know what people use to haul stuff? U-Haul. Busiest U-Haul centers in the country are in Texas.
Ford executives are in active discussions about scrapping the electric version of its F-150 pickup, according to people familiar with the matter, which would make the money-losing truck America’s first major EV casualty.
The Lightning, once described by Ford as a modern Model T for its importance to the company, fell far short of expectations as American truck buyers skipped the electric version of the top-selling truck. Ford has racked up $13 billion in EV losses since 2023.
Overall EV sales, already falling short of expectations, are expected to plummet in the absence of government support. And big, electric pickups and SUVs are the most vulnerable.
“The demand is just not there” for F-150 Lightning and other full-size trucks, said Adam Kraushaar, owner of Lester Glenn Auto Group in New Jersey. He sells Ford, GMC, Chevy and other brands. “We don’t order a lot of them because we don’t sell them.”
No final decision has yet been made, according to people familiar with the discussions, but such a move by Ford could be the beginning of the end for big EV trucks.
PDX Routes To Be Affected By Government Shutdown — ChatGPT — November 7, 2025
Safest
PDX–DFW is one of the safest routes in a 10% cancellation scenario.
It wasn’t listed in the original list because it falls into the "unlikely to be cut" category along with routes like:
PDX–SEA
PDX–SFO
PDX–DEN
PDX–PHX
PDX–LAX
Original List
Most likely to be cancelled first (High vulnerability — low frequency / seasonal / single-carrier)
PDX — Keflavík (KEF), Iceland — seasonal transatlantic or limited-season service; typically few weekly departures. (Seasonal / leisure). Portland Monthly
PDX — London (LHR) — long-haul transatlantic with limited weekly frequencies compared to domestic flows (1–7/wk historically). (Long-haul / low frequency). FlightConnections+1
PDX — Amsterdam (AMS) — long-haul, often limited weekly schedule. (Long-haul / low frequency). FlightConnections
PDX — Cancún (CUN) — seasonal leisure route (typically concentrated in high-travel months). Portland Monthly
PDX — Guadalajara (GDL) / other Mexico leisure cities — often fewer frequencies than major domestic routes; sometimes seasonal. FlightsFrom
PDX — Bozeman (BZN) — small non-hub mountain/leisure city, limited daily flights (often 1–2/day). FlightConnections
PDX — Missoula (MSO) — small city non-hub, typically low frequency (1–2/day or less). FlightConnections
PDX — Kalispell / Glacier (FCA) — seasonal/leisure, low frequency. FlightConnections
PDX — Provo (PVU) — Allegiant style service (inherently lower-frequency/low-cost leisure). FlightConnections
PDX — Idaho Falls / Jackson-area — small regional leisure markets, low frequency. FlightConnections
Medium vulnerability (one carrier or limited daily frequency but not strictly seasonal)
PDX — Guadalajara (GDL) (if served at reduced frequency) — (Mexico business/leisure mix). FlightsFrom
PDX — New York (EWR / JFK) when served by only one carrier on certain city-pairs (some flights can be 1–2/day depending on season). FlightsFrom
PDX — Minneapolis (MSP) (some frequencies by multiple carriers but spare flights are less essential than core West Coast trunk routes). FlightsFrom
PDX — Nashville (BNA) — usually fewer daily flights than big hubs (single-carrier patterns). FlightConnections
PDX — Some Florida cities (e.g., Fort Lauderdale, Tampa) — often medium vulnerability depending on season. FlightConnections
Lower vulnerability (unlikely to be cut early — high frequency / hub links)
PDX — Seattle (SEA) — very high frequency (largest route from PDX; huge weekly departures). Airlines will preserve this. FlightsFrom
PDX — San Francisco (SFO) / San Jose (SJC) / LAX — high-frequency West Coast trunk routes; lower chance of cancellation in a 10% cut. FlightConnections
PDX — Phoenix (PHX) / Denver (DEN) — hub connectors with multiple daily frequencies; less vulnerable. FlightConnections
PDX — Las Vegas (LAS) — multiple carriers and many daily flights; lower vulnerability. FlightConnections
PDX — Honolulu / Kahului / Kona (HNL/OGG/KOA) — Hawaiian routes are important leisure routes but often multi-daily; vulnerability depends on season & carrier. FlightConnections
Wednesday, November 5, 2025
How Did AWS Become The Leader In Cloud?
Updates
November 5, 2025: corporate overhaul. Link here. AWS far ahead in cloud services, but Microsoft and Google now growing faster. OpenAI signs seven-year deal with AWS to scale ChatGPT.
Original Post
AI prompt:
Above, in a visual you show AWS, CoreWeave, Google and Microsoft in the "Cloud Layer" box. On a percentage basis I saw somewhere that AWS is still in the lead and by quite a bit. How in the world did AWS did this coming? How i the world did AWS become the leader in cloud? Jeff Bezos must have seen something or he had some really prescient people on his team. Thoughts?
AI reply:
Yes — AWS’s rise is one of the most remarkable business foresights in modern tech history, and it happened largely because Jeff Bezos and a small internal team saw a need no one else recognized at scale.
Here’s the short version of how and why it happened:
🧩 1. The accidental discovery
In the early 2000s, Amazon realized it was repeatedly building the same internal infrastructure — databases, storage systems, and compute power — every time a new product launched (for example, Prime, Marketplace, Kindle). An internal task force proposed standardizing these services as modular, reusable tools.
That insight — “if we need this infrastructure, so do others” — was the birth of AWS. It was not initially about making money; it was about solving Amazon’s own scaling pain.
🚀 2. The right timing
By 2006, startups were desperate for computing power but couldn’t afford to buy servers. AWS launched S3 (storage) and EC2 (compute) — cheap, flexible, pay-as-you-go services that fit the startup economy perfectly.
This was years before Google or Microsoft even believed in renting out infrastructure.
Bezos’s genius wasn’t predicting AI or the cloud economy — it was believing infrastructure could be a retail business.
⚙️ 3. The invisible moat
Once developers built their apps on AWS, they stayed. Every new tool — database (RDS), analytics (Redshift), AI/ML (SageMaker) — deepened that moat. The “switching cost” became enormous.
By the time Azure and Google Cloud got serious, AWS already had a massive installed base.
🌍 4. The culture of builders
AWS didn’t just sell servers — it sold autonomy.
Each service team acted like a startup, and customers (mostly engineers) trusted that AWS would keep iterating fast and reliably.
That’s why government agencies, hedge funds, and then Fortune 500s followed the startups — the cloud had become a default utility.
📈 5. The compounding effect
Every dollar AWS earned was reinvested into more data centers and R&D. At one point, AWS accounted for more than 100% of Amazon’s operating profit, subsidizing retail. That made it even harder for competitors to catch up — AWS could run profitably and invest aggressively.
🧠 The prescience
Bezos’s insight wasn’t mystical; it was systemic thinking.
He saw that:
The internet would eventually be built on top of infrastructure — and whoever owned the infrastructure would own the margin.
He once told his executives that “your margin is my opportunity.”
With AWS, he reversed it — your infrastructure is my opportunity.
The timeline for AWS decisions between 2000 and 2020:
The Cloud Layer And The Subcontractors -- November 5, 2025
AI prompt:
I understand this, that CoreWeave is the largest AI / LDC operator in the US, and that Cisco is huge in wiring servers, so one would think that the two (CoreWeave and Cisco) are competitors, but my hunch is that CoreWeave is the "Big Kahuna" responsible for the overall LDC from start to finish and Cisco is simply one of the many subcontractors. Thoughts?
AI reply:
Excellent read of the situation — and you’re essentially right.
Let’s unpack it cleanly:
1. What CoreWeave actually is
CoreWeave isn’t a “networking” company like Cisco; it’s a specialized AI cloud infrastructure operator — essentially, a next-generation data-center company optimized for large-scale GPU computing (NVIDIA H100s, GB200s, etc.).
They design, finance, and operate AI-focused data centers that can rent GPU capacity to OpenAI, Microsoft, Anthropic, etc. In short: they are a vertically integrated cloud provider focused on AI workloads.
Think of them as “AI’s version of AWS”, but stripped down to the essentials:
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Power procurement
-
Data center real estate and cooling
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Network interconnects (via partners)
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GPU clusters and virtualization software (their secret sauce)
2. What Cisco actually does
Cisco’s domain is infrastructure plumbing — switches, routers, security systems, interconnects, fiber backbones, and now some AI networking systems (like Ethernet-based AI fabrics). Cisco sells the underlying hardware and network architecture, not the compute or the cloud platform.
So while CoreWeave uses networking gear, it doesn’t build it. Cisco, in turn, sells to CoreWeave (and Equinix, and AWS, and everyone else). The two aren’t direct competitors — they’re complementary within the same value chain.
3. The hierarchy (simplified)
Here’s how the AI data-center stack looks, roughly in order from bottom to top:
4. The “Big Kahuna” view
Your hunch is exactly right:
CoreWeave is the “prime contractor” — responsible for designing and running the full AI compute environment. Cisco and others (Arista, NVIDIA, etc.) are the subcontractors providing critical hardware and interconnect solutions.
In military or construction terms:
-
CoreWeave = general contractor (designs, coordinates, delivers the full system).
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Cisco = electrical subcontractor (delivers wiring, switches, and connectivity).
Would you like me to sketch a visual map of this AI Data Center Value Chain — showing where CoreWeave, Cisco, NVIDIA, and the hyperscalers each sit? It’d mirror your earlier “Operating System Ecosystem Map” and make this hierarchy instantly clear.
A visual map of this AI Data Center Value Chain
This, of course, leads directly to Saudi Arabia's Humain:
Yes — the Humain project in Saudi Arabia is essentially a microcosm of the entire AI infrastructure stack in motion:
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AWS as the cloud spine (provisioning, orchestration, APIs)
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NVIDIA / AMD / Qualcomm supplying compute diversity — GPUs for training and inference, plus edge chips for local deployment
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Cisco as the connective tissue — ensuring high-bandwidth, low-latency interlinks from desert-scale data centers to urban and edge nodes
And with Saudi capital underwriting it, they’re effectively compressing twenty years of Western cloud evolution into one national leap, skipping over legacy systems and going straight to AI-native infrastructure.
It’s fascinating — the first time we’re seeing a state-sponsored attempt to build a complete AI ecosystem from the ground up, using U.S. technology partners as modular layers rather than as dominant owners.
If you’d like, I can build a companion map — “The Humain Stack” — showing how Saudi Arabia’s project mirrors and diverges from the U.S. CoreWeave / AWS model. It would make the geopolitical and technical structure visible at a glance. Would you like me to generate that?
Visually:
From the earlier conversation, do you want to try the visual again, showing how “The Humain Stack” parallels the U.S. hyperscaler model (AWS, Azure, CoreWeave)?
Sunday, November 2, 2025
iPhones / Androids -- Hardware / Operating System -- Another Look
IA prompt:
iPhones / Androids. iPhone is a "brand" or a "make." Android is an operating system. Among Apple products there are multiple operating systems. Are there multiple "android operating systems" based on the hardware (desktop, laptop, table, phone, etc)? I assume Google Pixel uses a particular operating system. Do non-Apple / non-Chrome computers use an "android" operating system. Is there yet a third operating system, "Chrome operating system"? How do you sort this issue of operating systems across different hardware devices?
Summary:
Please generate that "Operating System Ecosystem Map -- 2025."
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