Author Archive: Stephen Green

YUCK: Microsoft Devs Hate Eating Own AI Slop Dog Food. “There’s a phrase in enterprise software: ‘Eat your own dog food.’ It means you should be using the software you’re developing internally, because you find bugs more quickly that way.Evidently Microsoft developers prefer the taste of Anthropic’s Claude over their own Copilot AI slop.”

UNREADY, THAT’S HOW:

HEY, BIG SPENDER: Alphabet Is Selling $80 Billion of Stock to Feed Its AI Ambitions—and the Rest of Big Tech May Follow.

The offering is yet another reflection that the artificial-intelligence ambitions of Big Tech are outstripping their substantial operating cash flows, forcing them to tap debt and equity markets. In 2026, Alphabet and four other companies — Microsoft, Amazon.com, Meta Platforms, and Oracle — say they will spend about three-quarters of a trillion dollars on AI data centers together.

In Alphabet’s telling, its capital expenditures will “significantly increase” in 2027, which may be a harbinger for others in the sector. If this news is any indication, the AI investment boom still has legs beyond 2026.

Alphabet’s 2026 capex will total up to $190 billion, while Wall Street analysts expect 2026 operating cash flow of $214 billion to pay for it—a slim margin after subtracting about $10 billion used to fund the company’s dividend. But the cash squeeze is affecting returns to shareholders: Last quarter, Alphabet didn’t buy back any shares for the first time since 2017. This offering may be an indication that share repurchases might not return for a while.

Since May 2025, Alphabet has already borrowed over $85 billion, across six currencies. Its debt total now tops $100 billion, up from $28 billion at the end of March 2025.

A company generating that much cash still has to borrow and issue new shares just to fund its AI expansion seems insane.

KRUISER: Professional Prevaricator Scott Pelley Fired by CBS. “The only reason that I wish this story had hit during regular work hours is because the meltdown on the left over this is going to be epic. I mean, real popcorn time stuff. I only had to check X for a few seconds to get my schadenfreude really revved up.”

ANALYSIS: TRUE.

NOT THAT I’M AWARE OF:

21ST CENTURY WARFARE: Pentagon pushes for battlefield AI, some military leaders urge caution.

In a recent annual special forces conference in Tampa, Florida, Adm. Frank Bradley, head of U.S. Special Operations Command, told attendees that troops “have to be very careful about how we come to (AI’s) employment and its inspiration into the delivery of lethality.”

“We, as humans, have to have the confidence that … it’s going to deliver violence only where we intend it to be delivered,” Bradley said.

In response to the remarks, a Pentagon official, speaking on the condition of anonymity, told the Monterey Herald that the Pentagon was focussing on efforts to make “functional battlefield tools” with AI to help troops identify targets quickly.

Meanwhile, U.S. Special Operations Command officials said AI should not be a tool for eradicating targets, but to assist troops to focus on their mission. Sgt. Maj. Andrew Krogman said at the conference that AI could be used for administrative tasks or to modernize workflows.

AI performed very well in target selection during the active phase of the Iran War. But as always, please keep a human in the loop.

THE ENEMY WITHIN:

KRUISER’S MORNING BRIEFING: Sign O’ the Trump Times — Victoria’s Secret Is Hot Again. “I mentioned president Trump in the headline for the triggering effect, but he has played a huge role in corporations and institutions feeling comfortable enough to back away from DEI initiatives that they had been browbeaten for years into adopting.”

BLUE ORIGIN RUD UPDATE:

THE NEW SPACE RACE: SpaceX gets US approval to test new Starfall capsules for space manufacturing.

According to the newly released documents, Starfall will provide both in-space manufacturing and point-to-point cargo delivery services. This is in line with previously announced plans for Starship to rapidly deliver military cargo for the U.S. military.

The Starfall vehicles could also serve as a “proliferated successor” to the International Space Station (ISS), as they could support “a self-sustaining manufacturing economy in space”.

In order to create a “self-sustaining commercial in-space manufacturing market”, the vehicles would offer access to “microgravity and vacuum, loiter on orbit, and safe return from orbit as a service at scale,” the documents state.

The FAA’s documents do not provide any information regarding potential launch dates for the first Starfall missions. However, the agency does clearly state that Starfall would be a large-scale project if it is eventually greenlit and officially announced by SpaceX.

According to the documents, Elon Musk’s private space company “plans to develop a mass-producible reentry vehicle that can precisely deliver cargo from space to various locations on Earth, which would be able to launch on either Falcon 9 or Starship.”

Instead of One Big Station, think of Starfall as an “Army of Davids” approach to microgravity manufacturing and experimentation, to coin an Instaphrase.

CHEATING TAKES TIME:

UPDATE: Vital context from Jarvis follows.

Another update (along with a bump):

UPDATE (From Ed):

IT’S BACK ON: White House Correspondents’ Dinner rescheduled for July 24 after shooting disrupted initial event.

The White House Correspondents’ Association announced Tuesday that it will reschedule its annual press dinner for July 24 after the initial event was disrupted when a gunman attacked the gathering attended by President Trump, senior administration officials and scores of journalists.

Weijia Jiang, who is the president of the association and a CBS News senior White House correspondent, said in an email to members of the White House Correspondents’ Association that the rescheduled event would be a “more intimate gathering” and feature “significantly enhanced safety measures and new access procedures.”

Mr. Trump said he has accepted an invitation to speak at the dinner next month, calling it a “‘HOT’ ticket!”

Stay tuned…

INDEED:

COSMIC INDIGESTION: Scientists Find Cosmic ‘Rosetta Stone’ To Decode Baffling Signals From Deep Space.

Just a few years ago, a strange signal was received from the plane of the Milky Way.

It was something astronomers had never seen before, pulsing with a radio beat too slow to fit any known astronomical object.

It may have just come and gone as a one-off anomaly.

But then they found another one.

And another.

To date, around a dozen of these long-period radio transients (LPTs) have been detected from diverse corners of the galaxy, leaving scientists baffled.

Now, a team led by astronomer Kovi Rose of the University of Sydney in Australia thinks they may finally have found their Rosetta Stone, the object that could help them interpret at least some of these weird, pulsating objects.

In the direction of the galaxy’s inner regions, the researchers traced an LPT signal directly to a magnetic cataclysmic variable star – a strongly magnetized white dwarf cannibalizing its companion and belching periodic radiation.

Rude.