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This is wrong along multiple axes.

1. Supply can scale. You can point to COVID/supply-chain shocks, but the problem there is temporary changes. No one spins up a whole fab to address a 3 month spike. Whereas AI is not a temporary demand change.

2. Models are getting more efficient. DeepSeek V3 was 1/10th the cost of contemporary ChatGPT. Open weight models get more runnable or smarter every month. Cutting edge is always cutting edge, but if scarcity is real, model selection will adjust to fit it.


I love the beach.

Living near the beach is nice.

You can sit on it, walk on it, swim on it, surf on it, run on it, fish on it.

Better than a cement sidewalk, IMO.


I love the ocean, but I have to confess I don't care much for beaches. sand gets everywhere.

A lot of beaches happen to be near oceans.

Fortunately a lot of ocean isn't anywhere near a beach.

Where can I get it, asking for a friend?

Well it’s over 50%…

The next question is, who likes paying legal fees?

The author not say whether the subpoena prevented advance notification.

The Google policy he linked to says:

> We won’t give notice when legally prohibited under the terms of the request. We’ll provide notice after a legal prohibition is lifted.


This is the key detail everyone is glossing over. NSLs and subpoenas with non-disclosure orders are extremely common in these cases - Google literally cannot notify you without being in contempt. The EFF article frames this as Google "breaking a promise" but if there was a gag order attached, they had no legal choice.

This EFF article does not announce any legal action they are taking as a result of Google complying with the government's request. I'm not really sure what the purpose of the article is. If you object to the NSL non-disclosure requirements, sue the US Government. Google is probably blameless here.

A lot of this has to do with the fact that many more people want to create music, than the number of artists that people want to listen to.

So there’s a heavy supply/demand imbalance, and distribution/discovery thrives there.


A. These aren’t rate limit errors from the API.

B. Everything is down, even auth.


But in aggregate they might.

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