Souk's Notes - Unofficial Summaries

Unofficial, machine-generated summaries, as of 2026-11-10.

Polis PanditThe Gnostic Warning About Artificial Intelligence
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Mr. GlobalOil and Gas Under The Next Administration
  • Oil prices will barely move whoever wins the election. He argues OPEC, OPEC+ and Russia set the market and are content where it is; if anything he expects prices to drift up long term. Both candidates' playbooks are known to them, and either winner would be a lame-duck president.
  • The coming US production record will reflect timing, not growth. He expects another annual output record only because production started the year high, giving a full 12 months at that level, not because daily production rises much if at all.
  • Trump cannot repeat his 2018 OPEC win. In his account Trump got OPEC to raise output in 2018, then spent all of 2019 asking again as prices recovered and was refused every time; he expects OPEC, allied with Russia, to refuse again.
  • Natural gas is the one market he expects to change sharply. Prices are at historic lows, production is falling drastically in response, and LNG terminals under construction will add demand. He predicts a big rebound over the next couple of years, noting even a doubling would only reach about $3.40 and still not be high.
Scott HanselmanBig Tech from the Inside with Dare Obasanjo
synopsis

Dare Obasanjo, a lead product manager at Meta who used to work at Microsoft with Hanselman, ends up arguing that tech's current gloom has structural causes. The industry has matured into gatekeepers, and the zero-interest-rate era that paid for "positive vibes over business value" is over.

Thinking in public. He has posted analysis for over 20 years, as Carnage4Life, because reducing a story to 280 characters proves he understood it. Sharing also brings feedback on ideas he holds "strong ideas loosely held".

Empathy as game theory. He says senior work means modelling every other party as someone optimising for their own needs. Engineers, designers, marketing, other companies and customers all count. He calls product management "organizational programming", and Hanselman links this to early-career people missing the big picture.

Why the vibe is powerless. Hanselman asks why entry-level engineers feel disempowered. Obasanjo answers that apps now answer to Apple and Google, websites to Safari and Chrome, and ambitious projects to VCs. He reads the interest in crypto and the metaverse as a search for a space without gatekeepers.

Scale and moderation. He reduces social media to recommendations plus content moderation, and says moderation decides everything. Hanselman hopes for self-hosted sites and the fediverse. Obasanjo counters that ordinary users will hand off even deleting spam, so moderation will concentrate again. Hanselman adds that free services rot because they cost money to run and earn nothing.

Ads. Obasanjo defends advertising as a progressive subsidy but concedes the industry failed to self-regulate, his employer included, and made ads creepy and useless. Hanselman cites his own push to make the Windows widgets panel removable.

Zero interest rates. Cheap money rewarded risk, funded weak ideas and fed the myth that growth finds a business model. He concludes that hope is no longer a business strategy.

  • Seniority is organisational game theory, not better code. Obasanjo, a lead product manager at Meta and formerly at Microsoft, says success as scope grows depends on treating other teams, companies and customers as parties optimising for their own needs; product management is "organizational programming". His example: once streamers were known to be unprofitable and writers and actors wanted more pay, he reasoned that studios would pull back content like NBC keeping The Office for Peacock.
  • Tech feels disempowering because the ecosystem has matured into gatekeepers. Twenty years ago no permission was needed; now an app answers to Apple or Google and a website to Safari and Chrome, and the other route is VC money. He adds that big tech has stopped launching new services every weekend, and that a breakout like Figma is now rare.
  • At web scale, social media reduces to content moderation. His exercise: a murder rate of a few per 100,000 means a million-user site hosts dozens of murderers, and bullies and spammers scale the same way. Against Hanselman's hope for self-hosted sites and the fediverse, he argues ordinary users won't run servers or delete spam, so moderation recentralises on whoever does it best. Hanselman adds that free long-tail services rot because their running costs come with no revenue, citing a Blogger backend change that broke Open Live Writer.
  • Advertising is a progressive subsidy the industry spoiled. He calls ads the best business model yet devised, since heavy spenders subsidise a student in Nigeria using the same free service, unlike subscriptions, which take the same few dollars from everyone. But he says the industry, his employer included, failed to self-regulate and got creepy without being useful, chasing people with mattress ads after they had already bought one.
  • "Positive vibes over business value" was a zero-interest-rate phenomenon. He argues cheap money pushed everyone into risk, so no one asked whether work made money, and it funded products like Snapchat's selfie drone (Hanselman adds the Rabbit AI device). Google's and Facebook's success fed the myth that growth finds a business model eventually; he says it is now clear a giant company can simply lose money, and "the free lunch is over."
Polis PanditThe U.S. Government Wants To Determine Your Smartphone Functionality, and More AI Updates
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GCastGetting Started with Azure OpenAI and Azure OpenAI Studio [GCast 175]
  • An Azure OpenAI resource is created from the portal's Create a resource. Giard searches for "OpenAI", then sets a resource group, a region (East US for him, chosen for proximity) and a globally unique name. Standard S0 was the only pricing tier offered. Network restrictions and tags are optional, and the deployment took about 30 seconds.
  • Models are deployed and tested in Azure OpenAI Studio, outside the portal. Its Models page lists the available OpenAI models and their dated versions, and which ones can be deployed depends on your region. Giard deploys GPT-3.5 Turbo and raises the tokens-per-minute limit to the maximum so a demo won't run out. He thinks the default was about 4,000.
  • The chat playground keeps conversational context across prompts. By default it includes the past 10 messages. Giard asks for a 10-slide outline on Azure OpenAI, then asks to "expand slide 3" without saying what it was about, and it wrote about key features. "Shorten this to one paragraph" acted on the previous answer. He says GPT-3.5's knowledge stops at 2021, so it would not know about the NCAA tournament under way when he recorded, and he advises checking answers before deploying a bot publicly.
  • The DALL-E playground generates images from a text description. Opening it deploys a DALL-E 3 model (DALL-E 2 was also offered), which Giard says can take about five minutes. A prompt for a polar bear eating ice cream in a top hat produced an image. The prompt can be regenerated as-is, or extended with a style ("in the style of Van Gogh") to restyle it.
Mr. GlobalThe Power Grid
  • This upload holds a different clip than its title names. The video posted as "The Power Grid" is a copy of the 2024-03-22 "EPA Mandates" clip on Ford's F-150 volumes: their captions are identical and never mention the grid. The 2024-03-22 summary covers what the video says.
Mr. GlobalEPA Mandates
  • Ford physically cannot meet the EPA mandate at current pickup volumes. Ford sold 750,000 F-150s last year and has capacity for 150,000 electric ones; at two EVs per gas truck by 2027 that allows 75,000 gas F-150s, and even doubled EV capacity allows only 150,000. He expects gas pickup prices to soar as demand outruns permitted supply.
  • Hybrids and extra EV cars do not close the gap. He says hybrids cut F-150 emissions only about 20%, still requiring 1.8 EVs per truck, rising to four by 2032. Offsetting with EV cars would take six per F-150 because the truck emits more than a car.
  • Forcing EV production does not force buyers to take them. He says Ford sold only about a third of the Lightnings it built last year, so trade-ins fetch about a third of the price paid. He expects pickups to resist most, leaving buyers to pay far more for gas trucks, buy EVs, or face a soaring used-pickup market.
Scott HanselmanThe Challenges of Deploying IoT at Scale with John Kattenhorn
synopsis

John Kattenhorn, CEO of a bespoke software company, argues that IoT at scale is hard mainly because of skills and risk, and that Meadow tips the business case. Meadow, from Wilderness Labs, is .NET on microcontrollers. Hanselman discloses he has personally invested in Wilderness Labs, and Kattenhorn's company backed its 2016 Kickstarter.

Why not just C. Kattenhorn's backend team inherited a struggling PIC-based solar-payment project with no test framework, no hardware abstraction and memory being overwritten. Their homemade over-the-air updater bricked 60,000 units. Solar, battery-backed devices rule out microprocessors like a Raspberry Pi.

Developing on the desktop. Developers new to embedded ran the app's logic on a PC within about two days and moved it to a Meadow F7 days later. Dependency injection swapped sensor implementations between boards. Kattenhorn calls it "colouring in" a picture senior engineers have drawn.

The Kenyan deployment. In-home units measure cooker current. They show households the cost of each cooking event and collect data to aggregate into carbon offsets, sent over GSM and MQTT to an IoT hub.

The fleet as a distributed system. Tower outages cause reconnect storms that need backoff. Devices queue data across threads, and clock drift once blocked TLS connections to the IoT hub.

Updates and the business. Reliable, phased over-the-air updates let a firm release faster instead of freezing into waterfall. He sees demand from small electronics-focused firms such as HVAC makers, and says his firm hands the code over so the client's own team can maintain it.

  • Traditional embedded tooling makes IoT an economics problem. Kattenhorn, a CEO whose company does bespoke .NET work, describes taking over a client's PIC-based firmware for pay-over-time solar systems in the developing world. The team found C code overwriting memory and had to write their own bootloader and over-the-air updater, and the first version bricked 60,000 units that had to go back to service centres. Firmware labour was a critical part of unit price.
  • Meadow lets ordinary .NET developers build firmware on the desktop. He says engineers with no embedded experience had the app's workflow and state management running on a PC in about two days, with sensors stubbed out to logs, then had it on a Meadow F7 a couple of days later. Dependency injection swapped the current sensor between the Project Lab V3 prototype boards (about 15 sent into the field) and the production CCM board. Hanselman disclosed he has personally invested in Wilderness Labs, Meadow's maker, and Kattenhorn's company backed its 2016 Kickstarter.
  • Kenyan cooker monitors pair cost visibility with carbon-offset aggregation. The devices measure current, show households what a cooking event cost to ease fear of electricity over charcoal, and send data by GSM over MQTT to an IoT hub. The plan is to batch the small offsets into tonnes for sale and return the money to households. Anomaly detection quarantines odd readings.
  • Treat a device fleet as a distributed system. He frames each device as a service with its own state, like digital-twin thinking. When a cell tower comes back, the reconnect rush needs exponential backoff, and devices queue data on one thread while another checks connectivity. Time is a hidden problem: TLS needs a correct clock, and their early devices were refused by the IoT hub until they fixed clock drift.
  • Reliable over-the-air updates change how a business ships. He argues that unreliable updates freeze a company into waterfall, because nobody wants the Saturday call about thousands of bricked devices. Phased deployment through Meadow Cloud makes shipping fixes and features less risky. He sees a market in small HVAC and floor-heating makers who now need connected devices and feel excluded from IoT.
Mr. GlobalVehicle Prices To Skyrocket
  • The new EPA tailpipe rule is an EV production mandate. Reporting the rule announced that day, he says meeting the grams-per-mile limits forces Ford to build two electric F-150s per gas one by 2027 and four by 2032; it binds manufacturers, not buyers.
  • He predicts gas pickup sticker prices will roughly double. Automakers already finance EV losses by marking up gas vehicles, and with the F-150 still the top seller he expects that markup to steepen as gas-truck supply is constrained.
  • He expects electric pickups to flood the market and crash. Ford cannot sell the Lightning now, so forced output will oversupply EV pickups; he guesses a Ford EV pickup could sell for about $30,000 within a couple of years.
  • Carbon credits make Tesla and Rivian the winners. He reads the rule as market manipulation: Ford, GM and Stellantis can buy credits instead of building EVs, which he says will earn Tesla and Rivian billions and explains Elon Musk's support for the mandate.
Crosstalk SolutionsStarlink in Motion: The Ultimate Road Trip Hack!
  • A third-party mount makes a standard Starlink dish usable in motion. The Trio flat mount takes a Gen 2 or Gen 3 dish; the host's Gen 3 standard version with suction cups costs about $475, and adhesive-pad, magnet and bolt options are cheaper. Trio sent the mount free, but the host says he was otherwise uncompensated and has no referral code.
  • Dish plus mount undercuts Starlink's own in-motion dish by about $1,500. Starlink's high-performance flat dish, which is the one it sells for in-motion use, is $2,500, against roughly $600 for a standard Gen 3 dish plus the Trio mount.
  • The suction-cup mount held through rough roads and a long drive. It took about 10 minutes and an Allen wrench to frame the dish, about 20 pumps per side to fix it to a glass sunroof, and it survived an 8-mile dirt road with an 8,000 ft descent. Power came from the vehicle's rear AC outlet into the Starlink adapter and router.
  • Service held unbroken across a 700-mile trip through cellular dead zones. The host reports never losing internet over several days, with car orientation making no apparent difference and speed tests no different from stationary use; one in-motion test with zero cell service measured 278 Mbps down by about 18 Mbps up.
Technology and FriendsChris Nicholas on Enterprise Acceleration of AI [EPISODE 799]
  • A firm's accumulated knowledge becomes queryable when put before a model. Nicholas, who leads the Cloud Solutions Group at the consultancy Trace3, gives his own firm as the example: about 1,400 professionals working roughly 48 weeks of 40 hours, around 2.5 million hours a year over two decades plus. Coupling that body of deliverables with a model through retrieval augmented generation would let a new or experienced consultant ask, say, for a summary of the last six healthcare strategy engagements, their outcomes, roadblocks and financials, instead of taking months to learn the firm.
  • Enterprises must adopt several kinds of AI, so governance comes first. Nicholas lists personal assistants (Microsoft's Copilot), repeatable custom copilots published internally (Copilot Studio), RAG over enterprise data, and full agents such as Devin, and says AI governance is missing or immature at most organizations Trace3 talks to. He defines it as a published AI stance and risk tolerance, chosen control frameworks translated into controls, guardrails you are informed by rather than hit, and a federated committee drawn from finance, people, business and IT rather than IT alone.
  • Many proposed use cases are matched to the wrong type of AI. In one four-hour ideation session a client produced over 300 use cases for AI assistants, and over half were found not suited to them. His recruiting story shows one problem split three ways: Copilot screening 300 emailed applications against five criteria, which he says gave over 90% efficiency on the recruiter's time in early testing with human spot checks for bias; a Copilot Studio version other recruiters can reuse; and RAG over five years of past applicants to find, for example, a ColdFusion expert.
  • Sensitive data management is the foundation for successful AI. Nicholas says knowing where sensitive data is, who can access it, how long to keep it and what controls apply is the precondition, alongside data readiness: curating data into a form where models can be grounded properly. He adds that within RAG, Trace3 is exploring both vector-database and knowledge-graph architectures.
  • Start small in all three areas at once, not one big goal. He recommends an MVP approach to security, using the OWASP top 10 for AI as a starting point rather than first interpreting the full NIST AI RMF, plus one small use case each for assistants, custom copilots and RAG, run through a pilot group of trusted, early-promise staff. His prediction is that enterprises will need all of these, and he warns against spending a year or two on controls before touching AI; Giard likens the approach to agile's iterate-and-fail-fast.
Polis PanditMajor Hurdles for the American TikTok Ban
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Mr. GlobalCrack Spreads
  • Refiner margins today match 2010, not exceed it. Reading historical crack-spread charts, he puts the gasoline crack at about 50 cents a gallon in both 2010 and January 2024, after near zero (under 10 cents) in December; margins were far wider early in the Obama years.
  • The 2022 margin peak was real but set by traders. The crack reached about 90 cents a gallon in 2022; a big refinery making 4–5 million gallons a day would earn over $4 million daily. He stresses wholesale gasoline trades as a commodity, so refiners do not set its price.
  • Losses on both gasoline and diesel closed US refineries. Through much of 2016–2018 and again during Covid, he says the gasoline crack was negative, and unusually the diesel crack was too, removing the usual offset. He ties this to the loss of a million barrels a day of refining capacity.
Mr. GlobalGas Prices 2010 Vs Now
  • Cheap imported heavy crude kept 2010 gasoline lower. He corrects the viewer: with oil near $80 in 2010 gasoline averaged $2.79 a gallon, versus $3.31 today. The US then imported about 11.7 million barrels a day, mostly heavy sour crude at roughly a $20 discount to WTI, versus about 6.5 million today; he argues more imports meant cheaper gas.
  • Gas taxes add about 10 cents of the difference. Averaged across states, combined state and federal gas taxes are up roughly 10 cents a gallon since 2010.
  • Lost refining capacity magnifies every outage. He says the US has lost a million barrels a day of refining capacity, so inventories cannot be rebuilt; the Whiting, Indiana refinery outage of over 400,000 barrels a day makes the effective loss 1.4 million and is pushing prices up now.
Scott HanselmanConscious Leadership with Ginny Clarke
synopsis

Ginny Clarke is a leadership coach, a former executive recruiter and the author of the roughly ten-year-old book Career Mapping: Charting Your Course in the New World of Work. She ends up arguing that leadership must stop running on ego and autopilot. Conscious leaders know themselves, stay present with the people in front of them, and keep their humanity even when delivering bad news. She frames this as helping change a game "never designed to include all".

Ego. Hanselman asks how servant leadership fits a C-suite said to need big egos. Clarke calls that model archaic. Workplaces were built on dominant male energy, which women were expected to copy, and she argues feminine energy should balance it. Some ego is needed, narcissism is not.

Presence. Asked whether her six-foot height helped, she says mostly yes. Unable to play small, she learned to read others' energy and put them at ease.

Narrative over brand. She has moved from "personal brand" to a personal narrative. In interviews she wants to hear who the candidate is and how they think, not their résumé read back to her.

Deliberateness. She traces her deliberateness to a spiritual practice begun after her father's death. Hanselman relays a late friend's motto, "don't accept the defaults", and asks about people living on autopilot. She answers that they have not exercised their choice.

Feedback. Leaders avoid critical feedback out of fear, which she calls a disservice. She has softened her tone without giving up honesty. Hanselman's account of his boss restating expectations, rather than scolding, draws her praise for leaving room for having been unclear.

Self-reflection and courage. Conscious leadership means noticing your effect on people, breathing, and forgiving yourself for missed chances. Emotional detachment in layoffs is a choice, and layoffs by email are inexcusable.

  • The big-ego model of leadership is archaic. Clarke, an executive coach, former executive recruiter and former Google recruiting leader, says women entered workplaces built on a dominant, "charge the hill" male energy and were expected to copy it. She argues for balancing it with feminine energy: leaders need some ego, but narcissism serves no one, and self-awareness and empathy are the new orientation. She agrees with Hanselman that the C-suite suffers from "the perils of homogeneity".
  • Replace the personal brand with a personal narrative. She distrusts social-media branding as people presenting themselves as what they are not. Her answer to "tell me about yourself" is what is not on the résumé: how you think, your style, what moves you, your aspirations. She says she can spot someone uncomfortable in their skin immediately.
  • Withholding critical feedback does people a disservice. She says leaders avoid feedback because they recall it hurting them, but a leader owes it to people. She calls herself still "brutally honest", but says she has learned to soften the tone. Hanselman's example is his own boss, who re-stated what he had wanted rather than saying the team had failed; she credits that boss with leaving room for having been unclear.
  • Conscious leadership means self-reflection rather than autopilot. She traces her deliberateness to a spiritual and meditation practice that began after her father died and helped her stay present as a single mother at a demanding firm. Her prescription is noticing whether you are making things better, reading people's faces, breathing, then forgiving yourself and adjusting. Hanselman adds his friend's "Monday vision, Friday reflection", which he makes "Friday forgiveness".
  • Layoffs delivered without empathy are a choice, not a necessity. Asked whether leaders must be emotionally detached for hard decisions, she says no; they choose to turn awareness off, at their own peril. She calls tech layoffs by email "inexcusable" and says bad news takes the courage to face the person.
Mr. GlobalOil Prices V Gas Prices
  • Record US output cannot lower prices while OPEC offsets it. Oil trades globally, so if the US adds 2 million barrels a day OPEC, with 40% of world output, can cut the same amount to hold its $80 target. He attributes low prices under late Obama and Trump to OPEC pumping about 3 million barrels a day more than now, not to US production.
  • Gasoline has its own supply and demand, apart from crude. Over the past month he puts oil up about 8% and gasoline up over 11%, the gap caused by the Whiting, Indiana refinery outage removing over 400,000 barrels a day.
  • A record-warm winter kept demand high and drained inventories. Demand ran above the prior winter almost throughout, so gasoline never fell below the $3 a gallon he had predicted; inventories are about to drop out of the five-year average and the national average is $3.41.
  • He expects gasoline to keep rising through summer. Beyond seasonal spring increases, he cites reports that Ukrainian strikes on three Russian refineries may force Russia to import gasoline, adding upward pressure.
Mr. GlobalOPEC
  • OPEC's control rests on cheap, slow-declining oil, not reserves. OPEC produces 40% of world oil against 13% for the US, and its wells barely decline, while US producers must add almost 2 million barrels a day each year just to hold output flat.
  • Saudi oil costs a fraction of US oil to produce. He contrasts a Saudi rig count of 29 producing about 9 million barrels a day with a US count of 622, and says Saudi Arabia profits at $20 a barrel where US producers go broke.
  • US producers would bankrupt themselves trying to compete. Mostly nationalized OPEC oil companies face different incentives than US public and private firms, and US offshore wells take years and great expense to match what a Saudi well yields after a month's drilling.
Technology and FriendsJohn Burns on Platform Engineering [EPISODE 798]
  • Platform engineering fixes the bottlenecks DevOps itself created. Burns, a senior staff platform engineer at Grubhub, says DevOps rightly made dev teams own their code in production, but in doing so required every team to hold its own expertise in CI and CD pipelines and deployment. A platform team instead builds self-service tools with those problems already solved, while each team still owns its process; he describes it as a practice of about the last 10 years that emerges where companies run microservices with a dozen or more teams.
  • Offer a paved "golden path" but allow off-roading. At Grubhub, Burns says, the platform team supplies pre-built Jenkins templates (Jenkins DSL, which is Groovy, behind the team's own YAML layer) and standard Gradle plugins, with parameters teams can tune and room to extend for services that need something custom. About 170 microservices run on the platform.
  • The payoff only appears at scale. Burns says a handful of services or teams gets little benefit, but cutting each team's build-and-deploy toil by even an hour a week across 20 or 30 teams saves almost a full-time developer. Centralizing the under-the-hood expertise in the platform team also lowers the learning curve of adopting DevOps.
  • Start by settling the microservices platform, then extract one problem at a time. Burns says first decide the standard way to deploy (today often Kubernetes and Docker containers, which did not exist for Grubhub 10 years ago), build, run CI, and handle metrics, logs and service discovery; implement it for a service or two, then pull out the common code. He points to Netflix's open-sourced tooling (Spinnaker; runtime libraries that fed into Spring Cloud), the Netflix tech blog, Gradle's "developer productivity" material, and a public platform-engineering Slack run by a consulting company he could not name.
  • Kotlin linting needed a Gradle plugin, which Burns now maintains. He says KTLint, a Kotlin linter owned by Pinterest, exists because JetBrains' own linter lives inside IntelliJ and is not built for command-line or CI use; the Gradle plugin adds caching and tool download. He took it over about a year before recording because its original author was busy with open-source security work, and has also contributed to Spring, Micrometer and Google's Jib.
GCastUsing M365 Copilot with Microsoft Teams [GCast 174]
  • Copilot in a Teams meeting needs only transcription turned on. Giard says recording is not required: "record and transcribe" or transcribe alone is enough, and the transcript then appears alongside the meeting.
  • Mid-meeting, Copilot can catch up a late joiner. He types "I just joined. What did I miss?" during a live meeting, pitching it as a way to catch up after arriving 15 minutes late without asking anyone or reading the transcript; Copilot returns a summary of the meeting so far.
  • After a meeting, Copilot summarizes the recording with timestamped links. On a recorded mock conference-planning call with two colleagues, he clicks the suggested "summarize the video" prompt beside the recording; each summary point links to its spot in the recording, and clicking one jumps playback to the 6-minute 10-second mark.
  • Copilot can narrow the summary to a single topic. Asking "what did we decide about food?" returns only that discussion, again with a link to where it occurs (stated as 3:29, then 3:20).
  • Copilot can answer questions the meeting did not explicitly address. Giard offers "what are the next steps?" as an example (while noting the phrase was in fact used in this meeting); it returned action items grouped by person, plus a team meeting the following Tuesday, each linked to its spot in the recording. He calls it a powerful productivity tool.
GCastCreating an AI Solution with Copilot Studio [GCast 173]
  • Copilot Studio builds chat apps with little or no code. Giard describes it as a low-code tool for publishing a chatbot that answers in natural language, runs workflows (follow-up questions, conditional logic, multiple-choice answers), and answers questions from your own websites or documents. It was in preview as of March 2024. It is reached at aka.ms/copilotstudio, and "Try Free" walks you through creating an account.
  • A new copilot takes a name, a language and a website to index. Five languages were offered. Giard points it at his own blog, which he says holds hundreds or thousands of articles from almost 20 years. Creating it generated seven topics, from a simple greeting (replying to "hi" or "hello") to a sample ordering workflow.
  • The sample ordering topic shows branching on the user's answers. It asks for the shipping state. California, Washington or Oregon go straight to product selection, and any other state gets a yes/no question about additional shipping charges, $27.50 in the test. "No" ends the conversation. Product choice is multiple-choice, and the flow ends by asking for a rating.
  • Questions that match no topic fall through to generative answers. A system topic searches the given data sources, up to four public websites, and shows an answer if it finds a decent one. Asked about data visualization, the test bot summarized Giard's own article series on it (one part dated 2011), with links to the articles. He suggests pointing it at your own site to answer questions about products, HR policy or success stories.
  • The test pane's tracking shows which topic and step is running. With tracking on, Giard's "hi" visibly triggered the greeting topic. "Purchase item" triggered the ordering topic even though it was not one of that topic's listed phrases, which Giard calls smart enough to understand.
Mr. GlobalOPEC 2020 Deal
  • Trump's 2020 OPEC deal was a trap that he lost. After a clip of Trump describing a three-way call with Russia and the Saudi king to cut output, he argues Trump was drawn into a game of chicken and made "the worst deal ever in American history."
  • Saudi Arabia and Russia were the deal's real beneficiaries. He cites headlines that Russia earned $20 billion a month and had its record oil year in 2022, and that Saudi Aramco overtook Apple as most valuable company; Aramco earned $121 billion in 2023, down from a 2022 record, as the cuts ended mid-year.
  • US producers took the blame OPEC and Russia earned. He says Democrats blamed US producers, at 13% of world output, for high prices rather than OPEC and Russia at 40%.
Mr. GlobalMotiva Refinery
  • The Saudi-owned refinery never shut down before the 2022 election. Answering a political host's clip, he says Motiva's Port Arthur, Texas refinery took a single crude distillation unit down in September, not the whole plant.
  • September and January are simply the best maintenance months. Demand and gasoline prices drop most then, so refiner margins are thinnest; he says 2022 prices had already fallen about $1.40 a gallon when the work was done.
  • Motiva's 2024 schedule confirms the motive is margins, not politics. Crude unit and coker maintenance planned for March 2024 was pulled forward to January because demand picks up in March. He calls this standard practice at every US refinery.
Polis PanditHow Will You Interact with Artificial Intelligence?
  • This post includes paid content that is not available publicly. See the original source.
GCastUsing M365 Copilot with Microsoft Word and PowerPoint [GCast 172]
  • Draft with Copilot writes and then refines a Word document. It opens from a toolbar icon or Alt-I, or sometimes pops up on its own in a new document. Giard asks for a three-paragraph article on AI tools in Azure. He could keep the result, regenerate it or delete it. Instead he follows up with "expand this article to six paragraphs" before keeping it.
  • Copilot in PowerPoint can build a deck from a Word file's link. Saving the document put it in OneDrive, so File > Share > Copy link gave a link. Copilot in PowerPoint offers to create a presentation on a topic, add a slide, or create a presentation from a file. Giard pastes the link into "create a presentation from a file", and it produced a slide deck with imagery based on the article.
Mr. GlobalOPEC Cuts
  • OPEC's extension continues existing cuts rather than adding new ones. Citing a New York Times report that OPEC extended production cuts through June, he notes they have run almost 18 months and serve the $80 price floor OPEC set then; he had half-expected an extension to end-2024.
  • The price floor funds Saudi diversification, not a Trump campaign. Rejecting Thom Hartmann's claim that OPEC is helping Trump, he says Saudi Arabia's grown population and its 2030 diversification plan require $80 oil whoever is president, and Trump pressed hardest to sink prices.
  • Higher crude reflects Red Sea disruption and weak Chinese demand. He attributes the modest rise, with Brent around $83, to Middle East conflict forcing shipping around the Cape of Good Hope; slow Chinese demand growth means extra OPEC output could sink prices.
  • He expects cuts extended again in June, then reassessed. He predicts an extension to September, with OPEC then judging whether interest-rate cuts lift demand enough to raise output without breaking the floor.
Mr. GlobalAcquiring Wells
  • Owning service equipment and operating wells is the core advantage. His company bought Covid-era equipment for under 10 cents on the dollar, such as a $400,000 e-line truck for about $25,000, with no debt. As operator it bills other interest owners for work, which can zero out its own cost.
  • Take wells free for plugging and abandonment liability rather than buying them. Majors shed this liability to clean up balance sheets. He favors small locations with intact surface equipment, avoids H2S wells and large remediation sites, and says equipment salvage can exceed plugging cost.
  • Neglected wells hide cheap recompletion upside. Big companies ignore 5–15 barrel-a-day wells; well records often reveal errors or uphole zones, and a 10 barrel-a-day well is roughly $800 a day.
  • Proving a zone attracts others to drill your acreage. He says operators now have three years of contracts to drill horizontals on his acreage for a royalty cut, avoiding $15 million per well; newcomers can find wells and partner with firms like his.
  • The approach scaled his company quickly. He says it grew from 14 wells two years ago to 160 wells, a large acreage position, a gas plant and saltwater disposal, along with a management deal taking 80% of reworked wells.
Mr. GlobalC’Mon Man
  • Biden backing a TikTok ban is a self-inflicted campaign wound. He mocks Biden's statement that he would sign a ban, mid-campaign, as alienating already angry young voters and handing Trump an opening; Trump, despite having supported a ban before, publicly pushed back.
GCastMaking GitHub Copilot Use Your Coding Standards [GCast 171]
  • Open a file in your preferred style and GitHub Copilot copies it. In a C# sample from an open-source "Copilot Playground" repository, comment prompts in one class first produced a bare check that threw an exception on any non-200 status and returned the content string. With a second class open that formats and logs an error message (ID and status code) to the console before throwing, and logs success before returning, the same prompts produced code following that logging pattern.
  • More explicit prompts give better Copilot suggestions. Giard replaces "handle the response" with "handle the case where the response is not HTTP OK", saying Copilot does better the more explicit the prompt, then accepts the suggestions with Tab.
  • An open unit test steers Copilot's code toward the expected behavior. With a test open that expects getOrder(-1) to throw "Negative values are not allowed", the comment "handle negative ID value" produced a check at the top of the method throwing an ArgumentException with that exact message, so the test passes. Giard calls this useful for test-driven development.
Mr. GlobalCompany Maker
  • Recompleting an old vertical well uphole produced a "company maker." His firm isolated the original producing zone and fracked two shallower zones identified from log interpretation. Initial production is about 2.5 million cubic feet of gas a day and about 150 barrels of oil a day, on a heavily restricted choke because surface equipment cannot handle more.
  • He expects about a 4,000% first-year return. Even leaving the well choked back, which he says extends its life, and with gas prices low, he projects roughly that return on the investment in the first year of production.
Scott HanselmaneSports for the next generation with Davin Jackson
synopsis

Davin Jackson, founder and CEO of the veteran-owned Alpha Esports and Technology in Suwanee, Georgia, argues that organised, non-toxic esports can be a bridge into tech careers and character-building. He says it deserves the standing parents give traditional sports.

Origins. Jackson was an Air Force aircraft mechanic and now has about ten years in cybersecurity as a penetration tester. He says he once thought he wasn't smart enough for tech, which Hanselman calls ironic. A 2019 Fortnite programme his son attended sparked a security-awareness talk. After COVID stalled the idea, he and his wife launched the centre about a year before recording. Its core message is transferable skills.

The ecosystem. Rather than a row of rentable Xboxes, the centre is classroom-like with a stage. It teaches production, shoutcasting, coaching, management and content creation alongside play. Jackson claims esports out-earns film and music combined and points to scholarships. Parents doubtful of gaming are invited to open houses. One father was surprised by his son's map strategy.

Respect and health. Hanselman likens the centre to a martial-arts dojo, and Jackson says respect and integrity are rule one. Practice includes strategy sessions, stretches and breathing exercises, and the first two weeks of each season cover positive mental health.

Security. Jackson teaches blocking, leaving toxic lobbies, guarding personal information and using multi-factor authentication, and warns against in-game currency scams. Shared machines are scrubbed by his own boot script because commercial management tools cost too much.

Girls Game Too and expansion. The girls' night, launched in September, builds comfort and confidence. It has led to a first co-ed team, and Jackson says his male players see coaches model zero tolerance. Hybrid classes already exist, but growth depends on finding like-minded communities. Coding courses are coming, though he admits he is "not the strongest coder".

  • Gamers already hold transferable skills for tech careers. Jackson, a penetration tester, Air Force veteran and founder of Alpha Esports and Technology in Suwanee, Georgia, says he avoided tech because he thought he wasn't smart enough. He now tells young gamers their tinkering with computers and consoles is a foundation for help desk, tech support or system-building jobs. The idea came in 2019, when his son's Fortnite programme reminded him of security-awareness work.
  • The centre teaches the esports ecosystem, not just play. He says esports earns more than the film and music industries combined, and the centre covers production, video editing, shoutcasting, coaching and management, for which scholarships exist. A stage is used for strategy talks and presentations. Ethical-hacking and API-security courses are his own, Unreal content comes through a partnership with Epic Games, and a game-development course is planned.
  • Respect is the first rule, enforced like martial arts. Matches open and close with the same show of respect, there is zero tolerance for toxic behaviour, and sessions begin with 30–45 minutes of strategy plus wrist, finger and eye stretches. He tells players that lashing out makes them worse, and his rule is "it's not how you mess up, it's how you recover", with an apology needing action behind it. He sells parents on it as equivalent to organised traditional sports.
  • Online safety is taught as practical cybersecurity. Players are told to block, leave lobbies rather than engage (to avoid escalation such as swatting), limit personal details and use multi-factor authentication. He warns them off currency scams in FIFA and NBA 2K. On shared machines they untick "remember me" and clear Battle.net settings, and because management software is expensive he wrote a boot-time batch script that wipes temp files and sign-in data.
  • Girls Game Too creates a safe space before co-ed play. Launched in September, the Monday programme addresses girls' discomfort with confrontation and harassment on headsets, and with self-doubt. He says progress has led to the centre's first co-ed team, launching within weeks with two girls. He reports that expanding is hard because many leagues, often franchises around Atlanta, "just let them play".
Technology and FriendsScott Kramer and Randy Dojutrek on The impact of AI on Tech Jobs [EPISODE 797]
  • AI hype is running far ahead of planning. Dojutrek, a tech coach, says "the most dangerous thing a CIO can do is actually read an article," and that the push is consumer-driven, trickling up from household use of generative AI to product owners. Kramer, a consultant, likens it to cloud 10 years earlier and expects adoption to take years; neither sees customers going heavy into AI yet, only experimenting and "learning what we want to do."
  • Security and legal exposure come first. Dojutrek names security as the number-one concern, including bad actors poisoning the large pools of data models draw on. Kramer adds court rulings that AI-generated output is not copyrightable and royalty claims over training data, so a healthcare client such as Cigna might refuse AI coding help over where its code goes and its lack of legal recourse if the output is stolen; his firm pitches on-prem models trained on a company's own material, with some headway.
  • Measure whether AI makes people more effective, not just more productive. Dojutrek says Copilot let him, after about 30 years away from coding, write code much faster but not better: "having a faster car doesn't make you a better driver," and over-reliance could make coders lazy. Giard, who says he works for the company behind GitHub Copilot, adds that it gets you perhaps 80% of the way and the developer must review the rest; Dojutrek urges defining the outcome wanted and working backwards.
  • Begin with quick wins on mundane work. Dojutrek suggests writing test cases as you go, getting entry-level hires up to speed faster, and repetitive code (a month's logic replicated for all 12 months in one line with Copilot). He thinks retail benefits most because it handles less sensitive data than healthcare.
  • AI will change tech jobs rather than eliminate them. Kramer expects tech jobs to keep growing long term and blames the current slowdown on high interest rates and lower consumer spending, not AI, noting he knows of no 200–300-person projects rewriting systems with AI. Dojutrek says companies are waiting for someone else to go first, and predicts value shifting from tool skills to prompt engineering ("garbage in, garbage out") and engineering principles such as continuous quality, holistic stewardship and continuous learning, with college curricula needing to follow.
GCastGetting Started with GitHub Copilot [GCast 170]
  • GitHub Copilot runs in VS Code as an extension. It needs a GitHub Copilot subscription and the extension published by github.com. Suggestions appear greyed out and Tab accepts them. In a PowerShell file, typing $jan = 1 and $feb = 2 was enough for it to suggest the remaining months. Giard picked PowerShell because he does not know it well.
  • Comments describe what you want, and Copilot writes the code. "Create a hash table with months and their corresponding numbers" produced the table. "Log into Azure" offered both az login and Connect-AzAccount, then went on to suggest creating a resource group, a VM, opening port 80 and getting the current subscription.
  • Copilot fills in assumptions unless the prompt states them. Asked for a resource group, it made up a name and picked East US. Naming the group and asking for West US made it use those values. Giard's caution: it is not always accurate, "you're still the pilot", so double-check its output.
  • The inline chat dialog rewrites code to a request. Giard asks it to create the resource group only if it does not already exist, which is safer, since creating it fails if the name is taken. The result can be accepted, discarded or regenerated.
  • Copilot Chat's slash commands generate tests, explanations, fixes and docs. With the code highlighted, /tests produced Pester tests that mock Azure. Copilot warned they were basic, and Giard calls them a good start. Right-click

    Copilot offers "explain this", which he finds useful for inherited code or a readme, plus "fix this" (it caught a misspelled az group create) and "generate docs". The same options are under / in the chat window.

Crosstalk SolutionsNEW! Try the UI Product Selector #homelab #tech #unifi #shorts
  • The host built a free filtering tool for choosing UniFi hardware. The UI Product Selector, at uinotify.net, which the host says he created, filters UniFi access points, switches and gateways by features such as Wi-Fi 6 versus Wi-Fi 7, PoE or PoE+, and built-in UniFi Network. Devices go into a list with a shareable link, and a free account saves lists for later.
Crosstalk SolutionsThe ULTRA Lineup: Which is Best for You?
  • The Cloud Gateway Ultra should be the default single-site gateway. The host rates the UCG-Ultra ($129 US MSRP) right for homes and small businesses on internet up to 1 Gbps, noting most customers he sees run 300–600 Mbps. It has a 2.5 Gbps WAN, four 1 Gbps LAN ports (one usable as a second WAN for failover/load balancing) and onboard UniFi Network for 30+ devices and 300+ clients; he calls it the long-awaited USG replacement.
  • Its spec limits are deliberate trade-offs for the price. The host reads the 2.5 Gbps WAN as headroom so a 1 Gbps connection loses nothing to Ethernet overhead; Ubiquiti states full 1 Gbps with IDS/IPS on. Faster LAN ports or multi-gig IDS/IPS would mean more cost, heat and size, which is the $379 Dream Machine Pro (10G SFP+, 3.5 Gbps routing with IDS/IPS). Over 1 Gbps internet, the UCG-Ultra is not for you.
  • Each small UniFi gateway fits a different use case. UniFi Express, the priciest of the three, adds a Wi-Fi 6 AP but manages only four more devices and about 60 clients, with no IDS/IPS: for apartments or two-to-three-person offices. The $129 Gateway Lite has no controller or Wi-Fi but full gigabit IDS/IPS: for installers running a hosted or multi-site controller.
  • The Dream Router is a step up from Express. A later insert notes the $199 UDR adds a 4x4 Wi-Fi 6 AP, four 1 Gbps LAN ports (two PoE), a 128 GB SSD plus microSD, and runs Protect and Access alongside Network, which the UCG-Ultra and Express cannot. Downsides: rarely in stock, and its 1 Gbps backplane won't reach full gigabit with IDS/IPS.
  • The Switch Ultra's PoE budget depends on how it is powered. The $129 USW-Ultra has one PoE+ input and seven PoE+ ports: PoE+ input gives 16 W of output, PoE++ (802.3bt) 42 W, an optional 60 W adapter 52 W and a 210 W adapter 202 W. It has a magnetic mount; one of each Ultra device makes a starter network for about $347 (US pricing), or about $377 with the 60 W adapter.
Polis PanditThe Impossible Artificial Intelligence Challenge
  • This post includes paid content that is not available publicly. See the original source.
Technology and FriendsJohn Petersen on How Scrum was Stolen [EPISODE 796]
synopsis

Petersen ends up arguing that Scrum as practised and certified today has been cut loose from its real sources. Ken Schwaber and Jeff Sutherland drew on earlier work and its credit has since been erased. In his view, that loss of the original idea is why Scrum fails where people use it.

The documents. Working backwards like a lawyer assembling evidence, Petersen sets out the 2020 Scrum Guide, the first guide from around 2009, and the 1995 OOPSLA paper that "introduced Scrum to the world". Before them he puts Takeuchi and Nonaka's 1986 Harvard Business Review article and their 1995 book, whose preface credits the rugby metaphor. He also shows the 1990 Yourdon Press book Wicked Problems, Righteous Solutions, which already names Scrum and sashimi approaches.

The orphaned reference. The 1995 paper says "we call the approach the Scrum methodology" and lists the 1990 book as reference 9 without citing it anywhere. He says this shows nobody seriously reviewed the paper. He has no problem with the borrowing itself, only with the erasure that followed.

What was lost. For the original authors the focus was knowledge creation: the ball passed within a team, with Scrum an aside. Petersen says Scrum has become a certification and training mill whose dogma rejects home-grown versions, and he includes himself in that. He calls on Scrum Alliance and Scrum.org to give credit where it is due.

  • Scrum's ideas were published before Schwaber and Sutherland presented it. Petersen, a former lawyer and one of the first Scrum.org professional Scrum trainers in 2010, traces the rugby metaphor to Hirotaka Takeuchi and Ikujiro Nonaka's 1986 Harvard Business Review article, "The New New Product Development Game". He reads the preface of their 1995 book, which says the article used the Scrum metaphor for how Japanese companies developed products, with the ball passed within the team.
  • A 1990 book already described "Scrum" and "sashimi" approaches. Petersen shows a 1990 Yourdon Press book, Wicked Problems, Righteous Solutions, containing both terms and citing Takeuchi and Nonaka, not Schwaber or Sutherland. He says the 1995 OOPSLA paper that introduced Scrum lists it as reference 9 but never cites it in the text, which he takes as proof nobody seriously reviewed the paper.
  • His objection is to erasure, not borrowing. Petersen says the 1995 paper's wording "We call the approach the Scrum methodology" claims a name the earlier authors used, and that over time their credit has been erased. He argues that applying an idea is not creating it, as applying the Gang of Four's adapter pattern would not make him its co-creator.
  • Today's Scrum is a certification mill, unlike the original idea. In his reading the original was about knowledge creation, the ball being the knowledge passed within a team, with Scrum itself an aside. He says Scrum has been co-opted into certification and training, that its dogma rejects home-grown variants, and he counts himself as part of that.
  • That gap explains why Scrum fails in many workplaces. Petersen says what organizations call Scrum has nothing to do with what it was meant to be, and calls on Scrum Alliance and Scrum.org to give credit where it is due. He names Prentice Hall as the likely rights holder of the earlier material.
Mr. GlobalOur Gas Plant
  • Owning the gathering and treating system makes marginal wells economic. His company bought an amine plant that sweetens sour gas, removing H2S and CO2, before compression to an interstate pipeline. About 90% of its throughput was already theirs, and he says controlling gathering is the first step in developing a field.
  • The company has grown rapidly from a small base. He says it went from 14 wells a little over two years ago to about 160 wells, a gas plant, one saltwater disposal with a second being added, and drilling about to start across its acreage.