Steve Davies

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IT Strategy consultant, convinced remainer, SF fan and member of the Plokta cabal.
Author of Practical IT Strategy: An Introduction
Twitter@vraidex
Today in Stories Of The Resistance, the kid told me about his class where the substitute teacher was left a fifty minute AI-generated video going through the planned lesson, and when they started playing it, a kid got out of his seat and walked up and said, "No," turned it off and they had a tutorial hour where everyone just did their homework.

Got maximal hair-on-fire financial doomerism about the #GenAI bubble if ya want it: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Genuinely scary.

[But: Too long, I stopped reading after I got past the data-centers-and-GPUs narrative and into the software engineering stuff, which was not particularly penetrating.]

The AI Industry Is Lying To You

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Ed Zitron's Where's Your Ed At

My biggest problem with the concept of LLMs, even if they weren’t a giant plagiarism laundering machine and disaster for the environment, is that they introduce so much unpredictability into computing. I became a professional computer toucher because they do exactly what you tell them to. Not always what you wanted, but exactly what you asked for.

LLMs turn that upside down. They turn a very autistic do-what-you-say, say-what-you-mean commmunication style with the machine into a neurotypical conversation talking around the issue, but never directly addressing the substance of problem.

In any conversation I have with a person, I’m modeling their understanding of the topic at hand, trying to tailor my communication style to their needs. The same applies to programming languages and frameworks. If you work with a language the way its author intended it goes a lot easier.

But LLMs don’t have an understanding of the conversation. There is no intent. It’s just a mostly-likely-next-word generator on steroids. You’re trying to give directions to a lossily compressed copy of the entire works of human writing. There is no mind to model, and no predictability to the output.

If I wanted to spend my time communicating in a superficial, neurotypical style my autistic ass certainly wouldn’t have gone into computering. LLMs are the final act of the finance bros and capitalists wrestling modern technology away from the technically literate proletariat who built it.

I'm not anti the general field of Artificial Intelligence, it's an extremely interesting subject. I am deeply skeptical of the LLM/GPT products that are being deceptively sold to people as "AI solutions" or claiming to be the science fiction of Artificial General Intelligence. The cult-like following developing around them is even more disturbing, it is like something from Dune or W40K.

Please learn how these things actually work, even on a basic level, before making such wild claims.

#ai

Link Post: School book banning escalates in the UK as Greater Manchester secondary school censors scores of books https://www.indexoncensorship.org/2026/03/school-book-banning-escalates-in-the-uk-as-greater-manchester-secondary-school-censors-scores-of-books/

Just found out (according to Peter Theil) that critics of AI are "legionnaires of the antichrist"¹

Hello fellow legionnaires!

¹Thank John Oliver (again).

Trump does not think strategically, historically, geographically, or even rationally. He does not connect actions he takes on one day to events that occur weeks later. Allied leaders know that if they help him in the Gulf, he won't be grateful, or even remember www.theatlantic.com/ideas/2026/0...

Everyone but Trump Understands...
Everyone but Trump Understands What He’s Done

Allied leaders know that any positive gesture they make will count for nothing.

The Atlantic
Nobody Gets Promoted for Simplicity. “You can’t write a compelling narrative about the thing you didn’t build. Nobody gets promoted for the complexity they avoided.” https://terriblesoftware.org/2026/03/03/nobody-gets-promoted-for-simplicity/
Nobody Gets Promoted for Simplicity

We reward complexity and ignore simplicity. In interviews, design reviews, and promotions. Here’s how to fix it.

Terrible Software

"The two worlds of programming: why developers who make the same observations about LLMs come to opposite conclusions"

https://www.baldurbjarnason.com/2026/the-two-worlds-of-programming/

It comes down to whether you think "more of the same" is a good thing or a bad thing for software.

The two worlds of programming: why developers who make the same observations about LLMs come to opposite conclusions

Writing at the end of the world, from Hveragerði, Iceland

Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report. So Oracle is now firing 30000 engineers as banks pull out from financing AI data centres and OpenAI deals to meet fools dream. Wise investors are pulling out of data centres now as they found out it's impossible to reach AGI & exponential AI growth through increasing the scale of compute. LLMs have already hit their developmental plateau https://www.livemint.com/companies/news/oracle-layoffs-tech-giant-to-slash-30-000-jobs-as-banks-pull-out-from-financing-ai-data-centres-11769996619410.html
Oracle Layoffs: Tech giant to slash 30,000 jobs as banks pull out from financing AI data centres

Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

mint