Wednesday, August 20, 2025

Seeing the fruits of the seed I planted fifty years ago

 Pancho Cue produces cheese. 

One of my projects has matured (after half a century). 

Tuesday, August 19, 2025

Optimism in Israel

More Mutual Funds CEO and CIO Yotav Costica agrees that the market optimism stems from expectations that are broader than a deal with Hamas. He says, “The last few months have been very positive for the Israeli capital market, which has managed to deliver significant excess returns relative to the world, both in the stock market and the bonds market. This was due to the military success in Lebanon and the subsequent ceasefire, the fall of [Syrian president Bashir al-]Assad and the election of [Donald] Trump. We estimate that the positive trend will continue due to the emerging [Hamas] deal, which could provide a tailwind for the Israeli stock market, which may continue to outperform Europe and the US. In addition, it can be assumed that the shekel, which has been one of the strongest currencies in the world in recent months, will continue to strengthen, especially if we see the Abraham Accords expanding.”

Saturday, August 16, 2025

Lying Models

 

AI speaks fluent Halandzsa

 


Rather than showing the capability for generalized logical inference, these chain-of-thought models are “a sophisticated form of structured pattern matching” that “degrades significantly” when pushed even slightly outside of its training distribution, the researchers write. Further, the ability of these models to generate “fluent nonsense” creates “a false aura of dependability” that does not stand up to a careful audit.

As such, the researchers warn heavily against “equating [chain-of-thought]-style output with human thinking” especially in “high-stakes domains like medicine, finance, or legal analysis.” Current tests and benchmarks should prioritize tasks that fall outside of any training set to probe for these kinds of errors, while future models will need to move beyond “surface-level pattern recognition to exhibit deeper inferential competence,” they write. __ Fluent Nonsense


Halandzsa is a secret language invented by Karinthy Frigyes in Budapest in the 1920s. Two people are chatting when a third, uninvited fellow comes near to take part in the conversation. The original participants continue as before, but introduce invented words and sentences, making the third person wonder what they are talking about and in what language. After a while, he gives up and leaves. They were speaking "Halandzsa". AI learned the art and speaks it fluently. 

Wednesday, August 13, 2025

The Islamic Brotherhood of Gaza


 ZAHAL's General Staff meeting. For some reason, one of the emblems on the wall has been obscured. The main item: War in Gaza. The Mission: Destroy HAMAS, the Islamic Brotherhood. I feel that the world will vilify us as in the Middle Ages, when we were accused of having killed God.   

Sunday, August 10, 2025

Investing in Rare Earths Mining


 I am exploring the possibilities. The sector is overinvested, but the American Defense Department has ensured a high price (double the Chinese) and will buy every gram. A good site to start. 

Spending on Computers


MICROSOFT 1Q CAPEX SEEN AT MORE THAN $30 BILLION.

I am planning to upgrade my computer (CAPEX 700 dollars)

I have never seen such a ferocious competition as the AI product.