activescott's Notes

Public notes from activescott

Wednesday, April 29, 2026

Dwarkesh is pretty annoying. How many times does he say to Jensen "is that true" or some variant of calling him a liar. he can push back without insinuating he's a liar and Jensen definitely does not come off as a liar here. Maybe biased, but not liar.

If we scare this country into thinking that AI is somehow a nuclear bomb, so that everybody hates AI and everybody's afraid of AI, I don't know how you're helping the United States. You're doing it a disservice. If we scare everybody out of doing software engineering jobs because it's going to kill every software engineering job—and we don't have any software engineers as a result of that—we're doing a disservice to the United States. If we scare everybody out of radiology so nobody wants to be a radiologist because computer vision is completely free and no AI is going to do a worse job than a radiologist, we misunderstand the difference between a job and a task. The job of a radiologist is patient care. The task is to read a scan. If we misunderstand that so profoundly and we scare everybody out of going to radiology school, we're not going to have enough radiologists and good enough healthcare. So I'm making the case that when you make a premise that is so extreme, everything goes from zero or infinity, we end up scaring people in a way that's just not true. – Jensen Huang

Venezuela is another possible contender, said market watchers. With output recovering faster than expected and a potentially more U.S.-friendly political environment emerging, Caracas could seek greater flexibility.

“Venezuela could be next off the rank in wake of leadership change there to a more U.S. friendly position,” said Saul Kavonic, energy analyst at MST Marquee.

Kpler’s Smith also said that Venezuela was a potential candidate because it has been ramping up production and exports at a quicker pace than expected. Venezuela’s oil exports rose above a million barrels per day in March for the first time since September.

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Tuesday, April 28, 2026

Weird. But by all means buy.

The firm joins a growing list of publicly-traded companies betting on ETH. These companies, coupled with DeFi treasuries, have accumulated a total of $9.5 billion worth of the cryptocurrency, equivalent to around 2% of its total supply, data from StrategicEtherReserve shows.

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talkie is an inference library for the talkie 13B language model family developed by Alec Radford, Nick Levine, and David Duvenaud.

talkie-1930-13b-base is a 13b language model trained on pre-1931 English-language text.

talkie-1930-13b-it has been instruction-tuned using a novel instruction-following dataset built from pre-1931 reference works including etiquette manuals, letter-writing manuals, encyclopedias, and poetry collections. It has also undergone reinforcement learning using online DPO to improve instruction-following capabilities.

We also provide a 'modern' base model, talkie-web-13b-base, with the same architecture and training FLOPs as talkie-1930, but trained on FineWeb, to allow for controlled comparisons between modern and vintage models. Note that we need to be careful about the claims we make contrasting the behavior and capabilities of the models, because temporal coverage is not the only difference in the pretraining corpora. For example, the distribution of subject matters differs significantly.

The guidance, issued on Tuesday to U.S. Citizenship and Immigration Services field offices, asks that they “supply Office of Immigration Litigation with 100-200 denaturalization cases per month” in the 2026 fiscal year. If the cases are successful, it would represent a massive escalation of denaturalization in the modern era, experts said. By comparison, between 2017 and this year to date, there had been just over 120 cases filed, according to the Justice Department

under new guidance issued by the Trump administration, immigrants can now be denied a green card for expressing political opinions, such as participating in pro-Palestinian campus protests, posting criticism of Israel on social media and desecrating the American flag, according to internal Department of Homeland Security training materials reviewed by The New York Times.

The administration includes criticism of Israel as a potentially disqualifying factor, with the training materials citing as an example of questionable speech a social media post that declares, “Stop Israeli Terror in Palestine” and shows the Israeli flag crossed out.

Oil demand is expected to contract by 80 kb/d this year, as the Iran war upends our global outlook. This is 730 kb/d less than in last month’s Report and a forecast 1.5 mb/d 2Q26 decline would be the sharpest since Covid-19 slashed fuel consumption. Initially, the deepest cuts in oil use have come in the Middle East and Asia Pacific, mainly for naphtha, LPG and jet fuel. However, demand destruction will spread as scarcity and higher prices persist.

Global oil supply plummeted by 10.1 mb/d to 97 mb/d in March, with continued attacks on energy infrastructure in the Middle East and ongoing restrictions to tanker movements through the Strait of Hormuz leading to the largest disruption in history. OPEC+ production fell 9.4 mb/d m-o-m to 42.4 mb/d while non-OPEC+ supply declined 770 kb/d m-o-m to 54.7 mb/d, as lower Qatari output offset gains in Brazil and the United States.

Global observed oil inventories fell by 85 mb in March, with stocks outside of the Middle East Gulf drawn down by a significant 205 mb (-6.6 mb/d) as flows through the Strait of Hormuz were choked off. At the same time, with limited outlets after the effective closure of the Strait, floating storage of crude and oil products in the Middle East rose by 100 mb and onshore crude stocks in the region were up by 20 mb. China added 40 mb of crude to tanks.

However, at the time of writing, it remains unclear whether the ceasefire will turn into a lasting peace and a return to regular shipping flows through the Strait of Hormuz. With oil-importing nations scrambling to source replacement barrels from an increasingly shrinking pool of supply, physical crude oil prices surged to record levels near $150/bbl, far above the prices in futures markets, with the physical-futures disconnect becoming increasingly acute. Even steeper gains have been seen for refined products, with middle distillate prices in Singapore reaching all-time highs above $290/bbl.

Resuming flows through the Strait of Hormuz remains the single most important variable in easing the pressure on energy supplies, prices and the global economy.

In early April, shipments through the Strait remained severely restricted, with loadings of crude, natural gas liquids and refined products averaging around 3.8 mb/d, compared with more than 20 mb/d in February ahead of the crisis. Exports through alternative routes – most notably from the west coast of Saudi Arabia and Fujairah on the east coast of the UAE, as well as the ITP pipeline that runs from Iraq to Ceyhan in Türkiye – had increased to 7.2 mb/d from less than 4 mb/d before the war. The overall loss in oil exports exceeds 13 mb/d, with associated production curtailment and damage to energy infrastructure in the region resulting in cumulative supply losses of more than 360 mb in March and 440 mb projected for April.

Overall, global oil demand is estimated to contract by 800 kb/d year-on-year in March and by 2.3 mb/d in April. Global oil demand is now projected to decline by 80 kb/d on average in 2026, compared to growth of 730 kb/d expected in last month’s Report.

The Global Critical Minerals Outlook 2025 showed that, for a remarkable 19 out of 20 important strategic minerals, China is the leading refiner, with an average market share of 70%. Moreover, our analysis shows that this concentration has only intensified in recent years. Reliance on a small number of suppliers increases vulnerability to shocks and disruptions, be it from extreme weather, technical failure or trade disruptions.

This is no longer just a theoretical concern. There has been a proliferation of export controls on key materials and technologies in recent years. New restrictions on rare earth elements and lithium-ion battery supply chains underscore once again the vulnerabilities and risks.

For rare earths used in magnets for various industries – notably neodymium, praseodymium, dysprosium and terbium – China accounted for around 60% of global mining output in 2024, followed by Myanmar, Australia and the United States. China’s dominance is even greater in the separation and refining stages, representing about 91% of global production, with Malaysia a distant second.

Moreover, China has significantly strengthened its position in the manufacturing of rare earth-containing permanent magnets – magnets that retain their magnetic properties indefinitely without the need for external power. Two decades ago, China accounted for around 50% of the production of sintered permanent magnets commonly used in cars, wind turbines, industrial motors, data centres and defence systems. This share has risen significantly to 94% today, making China the world’s single largest supplier of the component critical to the manufacturing of the most powerful motors that are used for many cutting-edge applications. Such high market concentration leaves global supply chains in strategic sectors – such as energy, automotive, defence and AI data centres – vulnerable to potential disruptions.

In 2024, China exported 58 000 tonnes of rare earth magnets – enough to manufacture components to make millions of cars, industrial motors or aircraft – or to build thousands of strategic military systems, data centres or wind turbines.

is not only rare earth elements that are impacted. On 9 October 2025, China also announced major export controls on lithium-ion battery supply chains, effective from 8 November. The new controls expand on previous measures and cover a much broader range of battery materials, technologies and equipment across multiple stages of the supply chain. They now include battery cells and packs for high-performance applications, cathode precursors, an expanded scope of anode materials, a broader coverage of lithium iron phosphate (LFP) cathode materials, and battery and material production equipment and technologies.

China currently dominates the midstream and downstream supply chains for batteries globally, with shares of 80% or more in many key areas. In some segments such as precursor cathode materials and LFP cathode materials, China maintains a near monopoly, with shares of 95% or above. This exceptional concentration creates multiple points of vulnerability across the supply chain.2

Looking further ahead, the new controls target some critical chokepoints in global battery supply chains, notably graphite anode material and cathode material precursors for which supply options outside China are extremely limited. If these supplies are disrupted, this could severely restrict the ability of the rest of the world to produce batteries, with potentially significant strategic and economic consequences.

LFP batteries are a case in point, with markets expanding rapidly. They represent half of the global electric car battery market and the majority of the energy storage market. While China currently dominates this segment, efforts are underway to develop LFP battery production outside China. However, new restrictions on LFP cathode materials could impede these initiatives, reinforcing China’s dominance in this technology, with major implications for energy storage deployment.

The Trump administration announced two more payouts Monday for energy companies to walk away from U.S. offshore wind projects under development.

Bluepoint Wind and Golden State Wind have agreed to end their offshore wind leases in exchange for reimbursements totaling nearly $900 million.

Interior said it’s following the model of its recent deal with the French energy company TotalEnergies, which is getting a $1 billion payout to walk away from projects off the coasts of North Carolina and New York. TotalEnergies agreed in March to what’s essentially a refund of its leases, and will invest the money in fossil fuel projects instead.

Bluepoint Wind and Golden State Wind were slated to be major offshore wind projects, each capable of powering more than 1 million homes when complete and helping the states of New Jersey, New York and California meet their clean energy goals. If the projects were to ever move forward, a developer would have to buy new leases. But under the Trump administration, the Bureau of Ocean Energy Management has rescinded all designated wind energy areas in federal waters.

Bluepoint Wind is a partnership between Ocean Winds and Global Infrastructure Partners. Global Infrastructure Partners, a part of investment giant BlackRock, has committed to invest up to $765 million into a U.S.-based liquefied natural gas facility. Interior said it would cancel the offshore wind lease and reimburse the company for the amount invested in the LNG project.

Golden State Wind is a joint venture by Ocean Winds and the Canada Pension Plan Investment Board. Under its agreement, Golden State Wind can recover about $120 million in lease fees after the same amount is invested in oil and gas assets, infrastructure or projects along the Gulf Coast, Interior said.

In his second term, Trump has gone all in on fossil fuels, which he says will lower costs for families, increase reliability and help the U.S. maintain global leadership in artificial intelligence.

Monday, April 27, 2026

Hasbara (Hebrew: הַסְבָּרָה) is the public diplomacy of Israel. It includes mass communication, as well as individual interaction with foreign nationals through social and traditional media, and cultural diplomacy. Organizations involved include the IDF Spokesperson's Unit, Prime Minister's Office, Ministry of Foreign Affairs, and pro-Israel civil society organizations. Historically, these efforts were openly called "propaganda" by the early Zionists who promoted them, with Theodor Herzl advocating such activities in 1899.[1] The term hasbara was introduced by Nahum Sokolow, literally meaning "explaining".[2] This communicative strategy seeks to justify Israeli state actions and is considered reactive and event-driven.

Israeli officials have emphasized the importance of molding American public opinion to influence U.S. foreign policy favorably toward Israel. For example, Prime Minister Benjamin Netanyahu has said, "In the last 30 years, I appeared innumerable times in the American media and met thousands of American leaders. I developed a certain ability to influence public opinion." Netanyahu said this in the context of the Israeli government's decade-long effort to pressure for military action against Iran. He added that this "is the most important thing: the ability to sway public opinion in the United States against the regime in Iran."[

According to The Israel Lobby and U.S. Foreign Policy by John Mearsheimer and Stephen Walt, major American Jewish organizations have played a significant role in advancing an Israeli state narrative to the American public. They quote Rabbi Alexander M. Schindler, former chair of the Conference of Presidents of Major American Jewish Organizations, saying: "The Presidents' Conference and its members have been instruments of official governmental Israeli policy. It was seen as our task to receive directions from government circles and to do our best no matter what to affect the Jewish community." Similarly, they quote Hyman Bookbinder, a high-ranking official of the American Jewish Committee, as saying: "Unless something is terribly pressing, really critical or fundamental, you parrot Israel's line in order to retain American support. As American Jews, we don't go around saying Israel is wrong about its policies."

California’s “Trump Tax Loophole” is a billionaire-friendly tax break that lets the wealthiest commercial property owners avoid paying taxes based on what their properties are actually worth. It traces back to Proposition 13, which was promoted as a way to protect homeowners from being taxed out of their homes when values rise. This law has been exploited to generate massive corporate tax giveaways, including an estimated $200 million windfall at Trump’s 555 California Street building in San Francisco.1 By including commercial and industrial property, the law created a system that billionaire and corporate landowners exploit to lock in artificially low tax bills for decades—even while their buildings skyrocket in value and generate enormous profits.

Requires=

Similar to Wants=, but declares a stronger requirement dependency. Dependencies of this type may also be configured by adding a symlink to a .requires/ directory accompanying the unit file.

If this unit gets activated, the units listed will be activated as well. If one of the other units fails to activate, and an ordering dependency After= on the failing unit is set, this unit will not be started. Besides, with or without specifying After=, this unit will be stopped (or restarted) if one of the other units is explicitly stopped (or restarted).

Often, it is a better choice to use Wants= instead of Requires= in order to achieve a system that is more robust when dealing with failing services.

Note that this dependency type does not imply that the other unit always has to be in active state when this unit is running. Specifically: failing condition checks (such as ConditionPathExists=, ConditionPathIsSymbolicLink=, … — see below) do not cause the start job of a unit with a Requires= dependency on it to fail. Also, some unit types may deactivate on their own (for example, a service process may decide to exit cleanly, or a device may be unplugged by the user), which is not propagated to units having a Requires= dependency. Use the BindsTo= dependency type together with After= to ensure that a unit may never be in active state without a specific other unit also in active state (see below).

Added in version 201.

Sunday, April 26, 2026

With both Hezbollah and Iran damaged but still standing, Trump’s announcement of twin ceasefires in Iran and Lebanon has exposed the principal cheerleader of both conflicts, Netanyahu, to domestic political jeopardy.

Just days before Trump’s Lebanon ceasefire announcement, a poll by the Israel Democracy Institute showed overwhelming support among Jewish Israeli respondents for continuing the conflict even if that led to friction with the US.

The ceasefire with Iran has also proven unpopular within Israel, with two-thirds of Israelis polled by the Hebrew University of Jerusalem opposing the pause in operations.

“I think that, on the one hand, Israelis, Israeli Jews in particular, tend to put both of them [Iran and Lebanon] into the broader basket of ‘all enemies are against us,’” Dahlia Scheindlin, an American Israeli political consultant, pollster, and journalist told Al Jazeera, “We live in a region with a sea of enemies trying to destroy Israel in every possible way. So it becomes part of a wider self-image that Israelis have.”

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Israel's Prime Minister Benjamin Netanyahu has ordered his military to "vigorously attack Hezbollah targets" in Lebanon, two days after a ceasefire was extended by three weeks.

Israel continues to occupy a much of southern Lebanon and has been carrying out large-scale demolitions there.

An Israeli strike killed Amal Khalil, who worked for a Lebanese newspaper, and injured freelance photographer Zeinab Faraj. Officials in Lebanon say they were deliberately targeted as they sought shelter in a home after an initial air strike hit the vehicle in front of them, killing two men.

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Saturday, April 25, 2026

The findings expose how suspected commercial surveillance vendors (CSVs) exploit the global telecom interconnect ecosystem, leverage private operator networks, and conduct covert location tracking operations that can persist undetected for years.

SIM Card Exploitation: One campaign sent a malicious SMS containing hidden SIM card commands to extract location information, attempting to turn the device into a covert tracking beacon.

Our findings highlight a systemic issue at the core of global telecommunications: operator infrastructure designed to enable seamless international connectivity is being leveraged to support covert surveillance operations that are difficult to monitor, attribute, and regulate. Despite repeated public reporting, this activity continues unabated and without consequence.

These vulnerabilities are not the result of software bugs or network misconfigurations; rather, they are inherent to global telecommunications design and business practices. The mobile ecosystem comprises over a thousand operators interconnected through roaming agreements and signalling protocols that prioritize efficiency, service availability, and revenue opportunity over security. As a result, a shadowy marketplace of state-backed and commercial espionage actors has emerged, developing and deploying software platforms that weaponize telecommunication networks for global surveillance.

he root of the security problem lies in the foundational signalling protocols themselves. Designed for a trusted community of mobile operators and legitimate third-party service providers, SS7 protocols lack the basic security mechanisms of IP networks, such as authentication and validation to verify the source of signalling messages, integrity checks to ensure that data has not been altered, and encryption to protect its contents.

While most commercial threat groups focus on device implants, there is strong demand by government agencies for “off-the-shelf” telecom surveillance services that use mobile networks to locate and track users, and intercept communications without hacking a target’s phone. These services are often brokered through intermediaries with direct or brokered access to mobile operator or provider networks, allowing surveillance traffic to blend into legitimate roaming operations.

Friday, April 24, 2026

Below is a list of frequently asked questions on the Accessibility Conformance Report (ACR) and the Voluntary Product Accessibility Template (VPAT®). This information was adapted from NASA’s Demystifying Section 508: An Industry Guide to Understanding Section 508 of the Rehabilitation Act.

have not completed a VPAT®/ACR before. Why am I being required to complete it now? Isn’t the VPAT® voluntary?

The U.S. federal government must buy information and communication technology (ICT) that is accessible per Section 508 of the Rehabilitation Act. The government asks industry to submit an Accessibility Conformance Report so that the accessibility of a product may be evaluated. Without the ACR, the government may not proceed with the purchase unless there is a special use case exception that the government – never industry – may claim in which the ACR will not be required. Industry completes the ACR so that their product may be considered for purchase.