Posts Tagged ‘technology’

A Look At The F-47

Saturday, January 10th, 2026

Megaprojects (AKA Simon Whistler) takes a look at the forthcoming, radically advanced F-47 stealth fighter.

  • “The F-47 is the United States Air Force’s new sixth generation air superiority fighter.”
  • “It’s being built by Boeing as the centerpiece of the Next Generation Air Dominance program, or NGAD. Because the military loves a good acronym almost as much as they love overspending.”
  • “It is designed to be the successor to the F-22 Raptor, which means its primary job is simple: Go to a place where the enemy has absolute control of the air, kill everything flying, and then come home safely.”
  • “It’s built to operate as the quarterback of a swarm of semi-autonomous drones fighting in environments that are far too dangerous for today’s aircraft.”
  • “Why F-47? Well, it turns out the designation is a piece of triple layered symbolism. Historically, the F-47 designation was used in 1947 for the legendary P47 Thunderbolt, the unkillable heavy fighter of World War II. It also conveniently nods to 1947, the year the US Air Force was founded as an independent branch. And perhaps most importantly for the people signing the checks, it lines up oh so perfectly with the 47th president who pushed the program over the finish line.”
  • The F-22 was designed for the Cold War, but the Cold War ended.
  • “The threat shifted to the vast empty expanse of the Pacific. And in the Pacific, the Raptors got a bit of a problem. In military speak, it’s called combat radius. Basically how far the jet can go, do its job, and then get back home without running out of fuel. The F-22’s got a combat radius of about 590 nautical miles. The F-35 is a little bit better at around 670. That sounds like a lot until you look at a map of the Pacific Ocean, which is really big. In that theater, 600 mi gets you from your air base to, well, the absolute middle of nowhere.”
  • “The requirement for this new jet is a combat radius of over 1,000 nautical miles.” That’s a 70% increase over the F-22. “It means this jet can take off from London, fly a combat mission over Moscow, and fly back to London without needing to refuel.”
  • “The F-47 isn’t just a super fighter designed to go out and dogfight alone. It’s that quarterback we mentioned of a family of systems. It’s designed to fly into battle surrounded by loyal wingman drones, sensors, and electronic warfare platforms.”
  • “Internal estimates from the Air Force have put the price of a single F-47 around $300 million. For context, that’s roughly three times the price of an F-35. It is a staggering amount of money.”
  • “By the time President Trump announced the F-47 name, there hadn’t just been one prototype. There had been multiple X-planes flying hundreds of hours in secret test ranges.”
  • Boeing beat out competing finalist Lockheed Martin for the contract.
  • “But in 2024, the whole program almost drove off a cliff. Air Force Secretary Frank Kendall looked at that $300 million per jet price tag and hit the pause button. The service spent months frantically studying alternatives. Could they just buy more F-35s? Could they upgrade older F-15s? By early 2025, the answer came back. No, that’s not going to be enough. If they want to beat China in the 2030s, they need this plane.”
  • “The timeline here is super aggressive. The Air Force claims that the real F-47, not just the demonstrators, will take its first flight around 2028. The goal is to have the first operational units ready by early 2029.”
  • Top speed is over Mach 2, and it’s capable of supercruise (i.e., fly over Mach 1 without afterburners for fuel efficiency).
  • The planned buy is 185 units, roughly the size of the current F-22 fleet. “This tells us the Air Force isn’t planning to replace every F-16 with an F-47. This is a plane that is going to be reserved for the absolute hardest missions”
  • “And finally, there’s the most controversial spec of all, its stealth rating. On the official Air Force graphic, the F-35 is labeled as stealth. The F-22 is labeled as stealth+. The F-47 is labeled as stealth++.”
  • “The F-47’s shape suggests that it’s designed to be invisible to everything.” Including low-frequency radar.
  • “Every official rendering shows a blended wing body, a shovel-nosed diamond-shaped wedge with no tail fins. This is the holy grail of stealth.”
  • “Without computers making micro adjustments a thousand times a second, a tailless fighter is just going to flip over and have a bad time.”
  • “The new adaptive engines, likely either GA’s XA102 or Prattt & Whitney’s XA103, can literally change their internals in mid-flight. They use a third stream of air flow to switch between a fuel sipping cruise mode and a high thrust combat mode. It gives you 30% more range and 20% more thrust from the same tank of gas.” Sort of like how the SR-71 engine switched internal configurations during different phases of flight.
  • “The F-47 is built with a modular open systems [computer] architecture…The hardware is just a shell for software that could be constantly updated. If a new missile or sensor is invented in 2035, well, you can just plug it in.”
  • Some speculate it could carry nuclear weapons if need be.
  • “But the most radical part of the F-47 isn’t the plane itself. It’s its mates. The F-47 is designed to never fight alone. It is the leader of a pack of robotic wingmen called collaborative combat aircraft, or CCAs. These are semi-autonomous drones that fly alongside the manned fighter. They’re jet powered, stealthy, and crucially, they’re affordable. The Air Force is targeting a price of $25 to $30 million per drone, which does sound like a lot, but compared to the $300 million mothership, these things are practically disposable. In March 2025, the Air Force designated the first two demonstrators for this program: The YFQ42A from General Atomics and the YFQ44A from Anduril.”
  • “The pilot in the F-47 is not flying them with a joystick. They’re just giving them commands like a quarterback calling a play. Drone One, jam that radar. Drone Two, fly ahead and scout. Drone Three, shoot anything that moves. The onboard AI is going to do the rest, which is pretty cool. This completely changes the job of the pilot. You’re no longer just an ace looking through a HUD. You’re essentially a sort of distributed air battle manager commanding a small robot squadron from the cockpit.”
  • “You can use the drones as missile trucks carrying extra weapons so the F-47 doesn’t have to ruin its stealth. You can send them ahead as decoys to trigger enemy defenses. You can even have them sacrifice themselves to save the manned jet. Like we said, they’re disposable $30 million drones.”
  • The Boeing contract for the F-47 is structured differently than Lockheed Martin’s was for the F-35, which was a walled garden. “If the Air Force wants to upgrade the F-35, they’ve got to go and pay Lockheed to do it, which is fantastic for Lockheed, but not so much for the Air Force. Secretary of the Air Force Frank Kendall has publicly called that arrangement a quote serious mistake. For the F-47, the government is demanding government purpose rights for all that data.” It’s going to be a much more plug-and-play option, allowing different defense contractors to upgrade different components.
  • Unlike the F-22, Boeing might be allowed to sell slightly less capable versions of the F-47 to allies.
  • Snipping the section on potential rivals, like China, since right now it’s vaporware, and China’s capabilities always seem to radically lag their outsized boasts.
  • “The level of technical risk here is honestly pretty terrifying. The Air Force is trying to develop a new stealth airframe, a revolutionary adaptive cycle engine, a brand new mission system architecture, and a fleet of autonomous AI drones all at the same time. And they are trying to do it on a schedule that is significantly faster than the F-35s.” All true. But we’re radically far ahead of anyone else.
  • “Many aviation analysts, including those at the Warzone, have described the F-47 as likely being the Air Force’s last manned tactical jet.”
  • “There’s a human in the cockpit, but they’re not really there to pull Gs and dog fight. They’re there to make moral decisions and manage the swarm. It’s less Maverick and more systems administrator in a G-suit.”
  • “The pilots training today might be the last generation to ever actually sit inside the weapon that they are flying. After the F-47, the human likely moves to a ground control station and the cockpit becomes empty forever.”
  • Very possibly. Technology improves by leaps and bounds, while humans remain human. Plus an unmanned aircraft can pull radically more Gs than a manned one can…

    Japan Halting Photoresist To China?

    Saturday, December 20th, 2025

    I haven’t been able to verify this yet, but according to China Observer, “Japan’s Ministry of Economy, Trade, and Industry may have escalated export controls on November 20-21, adding 12 types of core semiconductor materials and related services to its “End User List,” placing about 110 semiconductor-related entities from mainland China under heightened scrutiny. Mainland China is more than 60% reliant on imports for photoresist, with ArF/EUV almost entirely dependent on Japan and the Netherlands.”

    Every time you pattern a semiconductor wafer via a lithography stepper, you first have to deposit photoresist across the entire surface of the wafer. Once you’ve done that, the lithography pattern projected on the wafer hardens, letting some areas get stripped away during etch to create the interconnect patterns for other processes to fill with circuits for the chips. Getting proper photoresist uniformity across the entire wafer has some technical challenges, but it’s something like ten orders of magnitude less complex than EUV lithography. But getting the formula for EUV photoresist exactly right, and then manufacturing it ultrapure in quantity? Yeah, that’s not exactly something you can do in a high school chemistry lab.

  • “The Japanese have directly pulled out of the entire photoresist business in China. 90% of the photo resist we use is imported, with 60% coming from four Japanese companies. Without them, we can’t operate in the high-end sectors. With Japan’s withdrawal of supplies, domestic semiconductor factories are in chaos. Production capacity is declining and yield rates are crashing. Once production lines stop, they lose millions of yen a day.”
  • “The entire semiconductor industry is suffering massive losses.”
  • “A blogger in one video pointed out that few people know that in China’s semiconductor industry, the true bottleneck isn’t the photolithography machine, but a small bottle of liquid costing 50,000 RMB: photoresist.”
  • Section on China having a hissy fit over Japan’s prime minister Sanae Takaichi stating that Japan would defend Taiwan in the event of a Chinese invasion (touched on in this LinkSwarm) skipped.
  • “Japan [quietly] and decisively retaliated. According to a report by Chinese media outlet East Money, Japan’s Ministry of Economy, Trade, and Industry may have escalated export controls on November 20th to 21st, adding 12 types of core semiconductor materials and related services to its end user list, placing about 110 semiconductor related entities from mainland China under heightened scrutiny.”
  • “Among the most notable measures are those affecting photoresist and photolithography machine after-sales services regarding photoresist.”
  • “Four Japanese companies (JSR Corporation, Shin-Etsu Chemical Company, Tokyo Ohka Kogyo Co., Ltd. and Fujifilm) have suspended deliveries of ArF [Argon-Fluoride laser] immersion and EUV photoresist to mainland Chinese customers while high-end KrF [Krypton-Fluoride laser] products have been significantly delayed.”
  • “Mainland China is more than 60% reliant on imports for photo resist, with ArF UV almost entirely dependent on Japan and the Netherlands.”
  • “Canon and Nikon have informed their Chinese customers that, starting in November, the supply of certain DUV photography machine parts and on-site maintenance services will depend on export licensing conditions. Currently, China has over 1,200 DUV photography machines, 90% of which depend on Canon and Nikon for after sales service.”
  • ” After Canon and Nikon further restrict services, China’s stock of spare parts for photography machines will only last about 3 to 6 months, with photoresist being one of the most critical components.” Well, consumable supply rather than component.
  • “Industry insiders say this means that many Japanese-made photography machines currently in operation will face a supply shortage in the short term and could become scrap metal in the long term.” This is an overstatement, as there’s usually a healthy demand for such machines on the secondary market, either to replace a old machine, or to cannibalize for parts, for research fabs, or for someone trying to put together a trailing-edge fab on the cheap.
  • “Unlike the open ban on 23 types of equipment in 2023, Japan is now adopting a gray customs clearance strategy where rather than announcing an outright embargo. It is using case-by-case approvals, indefinite delays in issuing licenses and cutting off parts and technical support, effectively a supply cut off.”
  • The U.S. has also applied pressure on Japan to implement restrictions.
  • “Photoresist is far more complex than it seems.”
  • “First, the shelf life of high-end photo resist is extremely short, often only 6 months or even less. This means it’s impossible to stockpile and if supply is cut off, production lines will immediately shut down.”
  • “Second, the extreme purity requirements. The formula for photoresist contains dozens of chemical substances with each proportion error not exceeding 1 millionth. The metal impurity limit is as low as 0.001 parts per million, like 1 microgram per kilogram. To put this into perspective, imagine eight Olympic swimming pools full of water. If even a single drop of impurity is mixed in, it must be identified and removed.”
  • “This isn’t just a challenge in terms of the formula. It’s a critical test for the entire chemical purification, filtration, transport, and storage process.”
  • “Third, the ecological [I think they mean ecosystem -LP] barrier. Why are Japanese companies so dominant in the photoresist market? Because over the past 30 years, they have developed their expertise alongside semiconductor giants like TSMC, Intel, and Samsung. Producing photoresist isn’t enough. It must be tested on photography machines worth billions of dollars. The verification cycle takes 2 to 5 years with a high failure rate. Without top semiconductor foundaries to conduct these trial and error processes, your photoresist will never make it out of the laboratory.”
  • “Japan’s dominance in the photoresist market dates back to the 1970s when the country’s economy surged. The government and businesses jointly invested heavily in the semiconductor industry, focusing partially on materials.”
  • “In addition to the high technical barriers and lengthy R&D cycles which take years and require immense investment, Japan holds an overwhelming patent monopoly, 70% of related patents globally. It’s virtually impossible to bypass this barrier.”
  • “Major global chemical companies like the US’s DuPont and Germany’s BASF have less than 10% of the photoresist market share. South Korea has tried but still depends on imports for high-end products. Japanese companies are not only technologically advanced, but their strong industrial chain cooperation in photography machines and silicon wafer production makes it nearly impossible for external competitors to enter.”
  • “According to a 2024 Nikki survey, Japan holds the number one market share in three out of five semiconductor material categories, with photoresist being one of them.”
  • China has tried to develop their photoresist, but when they try them out in fabs, their yield rate crashes. Even if China can steal the right formula, they can’t steal all the intermediary steps necessary to produce the formula.
  • “This issue involves a country’s mastery and accumulation of basic materials and processes, which cannot be solved simply by hiring people to steal technology.”
  • “Japan’s precision manufacturing processes are beyond the reach of China.”
  • For the sake of brevity, I’m skipping over an extensive list of other areas of semiconductor technology where China is heavily dependent on Japan.
  • A whole lot of people freaked out over China’s near-monopoly on rare earth minerals, but China is a lot more dependent on the west for a whole lot of things much higher on the technological food chain.

    Ken Paxton Sues Smart TV Makers

    Tuesday, December 16th, 2025

    Another day, another Ken Paxton lawsuit, this time against smart TV manufacturers he accuses of illegally spying on Texans.

    “Smart TVs are watching you back.”

    That’s how Texas Attorney General Ken Paxton opens a series of new lawsuits accusing major television manufacturers of secretly surveilling Texans inside their own homes.

    Paxton has filed suit against five major television companies—Samsung, Sony, LG, Hisense, and TCL—alleging they unlawfully collected and monetized detailed viewing data from consumers without meaningful knowledge or consent. Two of the companies named in the lawsuit, Hisense and TCL, are based in China, a fact Paxton says raises additional concerns about data security under China’s National Security Law.

    According to the lawsuit, the companies embedded Automated Content Recognition (ACR) technology into their smart televisions. The software allegedly captures screenshots of what appears on a user’s television screen as frequently as every 500 milliseconds, allowing companies to monitor what consumers watch across streaming platforms, cable television, and even external devices connected by HDMI, such as gaming consoles or laptops.

    Taking a picture every half-second and uploading it sounds something that would definitely show up in your router logs, assuming you have things set up to keep an eye on it. And I rather doubt Samsung or LG have much use for that data clogging up their servers.

    But the Chinese manufacturers? Yeah, I can see them intermittently sampling everything until they find a nice juicy target to turn on and aim the full spyware capabilities at.

    The attorney general’s office alleges that the data is transmitted back to the companies in real time, used to build detailed consumer profiles, and then sold or shared for targeted advertising purposes—often without consumers understanding what they agreed to or how the technology works.

    “Companies, especially those connected to the Chinese Communist Party, have no business illegally recording Americans’ devices inside their own homes,” Paxton said in a statement. “This conduct is invasive, deceptive, and unlawful. The fundamental right to privacy will be protected in Texas because owning a television does not mean surrendering your personal information to Big Tech or foreign adversaries.”

    I wonder if the spyware capabilities Paxton alleges are present in these TVs can be easily demonstrated. I wouldn’t put it past China to include some capabilities, but demonstrating that they’re actually present in something like a court of law might prove difficult.

    Maybe LG and Samsung are spying on you to sell you ads:

    Kneon at Clownfish TV reports that LG TVs are automatically installing Microsoft Co-Pilot AI, and that it listens to your conversations are serves you ads based on it…

    Communist China Still Infiltrating Texas

    Thursday, December 11th, 2025

    Communist China is always looking to steal technology from the West through its “Thousand Talents” espionage program, and this week brought two more instances from Texas.

    First up: A Chinese AI chip smuggling ring busted by the Feds.

    Federal officials say a Houston-based smuggling ring funneled some of the world’s most advanced artificial intelligence technology to China, marking one of the largest known violations of U.S. export-control laws in recent years.

    The case, outlined in a release from the U.S. Attorney’s Office for the Southern District of Texas, centers on Hao Global LLC and its owner, 43-year-old Missouri City resident Alan Hao Hsu.

    According to prosecutors, Hsu and a network of partners moved tens of thousands of restricted Nvidia H100 and H200 GPUs out of the country between late 2024 and early 2025. These are the same high-end chips that drive large-scale AI development, from national security research to sophisticated military systems.

    Hsu pleaded guilty earlier this fall after admitting he knowingly exported or attempted to export more than 160 million dollars’ worth of controlled GPUs to the People’s Republic of China, Hong Kong, and other destinations where federal law bars their shipment.

    According to investigators, the group disguised the nature of the products, falsified shipping records, and routed more than 50 million dollars in wire transfers originating from China to finance the operation. Hsu is the first person ever charged and convicted in an AI diversion case.

    Court documents describe mislabeled cargo, falsified customer identities, and a steady flow of high-value chips moved through U.S. warehouses before being pushed overseas. Prosecutors say the conspirators relied on a network of intermediaries to hide the ultimate destination of the technology, which the U.S. considers critical to maintaining its strategic advantage in artificial intelligence.

    While Hsu pleaded guilty, the case did not end with him. Two others now face federal charges: 43-year-old Fanyue “Tom” Gong, a Chinese national living in New York, and 58-year-old Canadian citizen Benlin Yuan of Mississauga, Ontario. Both men were arrested in recent weeks.

    Gong, who owns a New York tech company, is accused of using straw purchasers and overseas partners to obtain GPUs, strip their Nvidia labels, rebrand them with a fake company name, and ship them overseas as generic computer parts. Prosecutors say he coordinated with employees at a Hong Kong logistics firm and a China-based AI company to move the technology into restricted jurisdictions.

    Yuan, meanwhile, allegedly helped organize teams to inspect mislabeled shipments and coached associates on how to provide false information to federal agents. Court filings indicate he discussed fabricating a cover story after authorities detained some of the hardware. He also faces accusations that he assisted with handling and storing additional restricted GPU shipments tied to the same Hong Kong firm.

    Hsu faces up to 10 years in federal prison at his sentencing in February. Gong could receive up to 10 years if convicted, while Yuan faces as many as 20 years on conspiracy charges. Hsu remains free on bond. Gong and Yuan are being held pending further proceedings.

    Federal officials framed the case as a direct threat to national security.

    U.S. Attorney Nicholas Ganjei said the smuggling network undermined the country’s technological edge at a time when AI capability is tightly linked to military strength. Ganjei noted, “These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips will control AI technology; the country that controls AI technology will control the future. The Southern District of Texas will aggressively prosecute anyone who attempts to compromise America’s technological edge.”

    Eh, the “country that controls these chips will control AI technology” is an overstatement. Nvidia’s Tensor Cores are highly efficient at performing matrix operations, but they’re not magic. There’s no calculation they do you can’t perform on a CPU or GPU, albeit it more slowly and at a much higher cost per watt.

    The second case of Chinese espionage comes from Texas A&M:

    Texas A&M’s associate head of graduate studies of chemistry resigned and returned to his homeland to work at a Chinese government-funded laboratory. A research security specialist called this a security failure on the university’s part.

    In October 2025, Yongjiang Laboratory in Ningbo, China, announced that Dr. Lei Fang had taken a leadership position at the lab. Up to that time, he had worked at Texas A&M since 2013 before resigning this spring.

    Research security specialist Allen Phelps of IPTalons identified Yongjiang as a Chinese government-funded nonprofit, and part of China’s network of state-backed labs. The U.S. Office of the Director of National Intelligence identified China as a national security threat in its 2025 Annual Threat Assessment.

    “From the day I set foot outside the country, I knew I was coming back,” Dr. Fang said, according to a Google translation of the Yongjiang press release. Born in 1983 in Poyang, China, Dr. Fang’s loyalty to his homeland appears to have never left his mind. Despite studying and working in multiple American universities since 2006, Phelps’ research showed Dr. Fang “extensively traveled” to China to attend conferences and give lectures between 2014 to 2020.

    In a report he provided to Texas Scorecard, Phelps’ analysis of open source information found a “clear, documented pattern of foreign engagement” that he believes should have alarmed Texas A&M because of his work while employed by them.

    For example, Phelps reported that Dr. Fang licensed a Texas A&M-owned U.S. patent to Ningbo Kunpeng Environmental Sci-Tech Co., Ltd., a company Dr. Fang co-founded in 2017. Phelps called this a “stunning conflict of interest.” He added that “this not only raises questions about the proprietary nature of the research but also about whether his primary commitment was to the American taxpayer who funded the underlying science, or to his foreign commercial and academic partners.”

    Beyond just Texas A&M, there are national security concerns. “Dr. Fang was not just a professor; he was a recipient of prestigious, sensitive federal grants … that were active up to or beyond his 2025 departure,” Phelps wrote the report.

    Dr. Fang was a panelist at the National Defense Science and Engineering Graduate Fellowship in 2016 and 2017, and was a technical reviewer for American research proposals. Phelps wrote this gave Dr. Fang “privileged, non-public access to the cutting-edge research” of competing scientists in America. Phelps wrote that Dr. Fang took this “sensitive information” back with him to help run Yongjiang Lab.

    Phelps also noted Dr. Fang’s public resume showed that during the same time he received U.S. federal funding, he had a “Flexible Joint Visiting Professor” position with Nanchang Hangkong University’s Key Laboratory of Jiangxi Province—a Chinese lab known to engage in national defense research.

    Dr. Fang joining Yongjiang is another red flag. Phelps reported this lab seems to serve as a central hub for Chinese talent recruitment programs. Such efforts have long been part of China’s infiltration operation of American universities. A February 2020 report from the U.S. House Foreign Affairs Committee sounded the alarm on China’s talent recruitment efforts as a means “to supercharge Chinese innovation at U.S. taxpayers’ expense.”

    At this point, we should ban Chinese nationals from holding any position at any U.S. research university, laboratory or institute that takes federal money. China will always demand their citizens steal from the west if put into a position to do so.

    LinkSwarm For November 14, 2025

    Friday, November 14th, 2025

    Happy Anti-Communism Week everyone! (In addition, of course, to May 1st being one of two Victims of Communism Day.) The #SchumerShutdown ends with a whimper, a whole lot of SNAP fraud has been uncovered, more Democrats committing fraud, Chip Roy wants a complete immigration halt, Ukraine hits a bunch more Russian oil refineries, some semiconductor shenanigans, another company leaves Delaware for Texas, some tech companies in trouble, an interesting new pistol design, and a novel theory on “AI-related layoffs.”

    It’s the Friday LinkSwarm!

    As a side note, the mosquitos have been brutal the last few days. Possibly because it’s been a very warm (though largely dry) November, and the bats have already migrated south.

  • Our short, mild national nightmare is officially over.

    President Donald Trump on Wednesday night signed a continuing resolution at the White House that ends the record-breaking 42-day federal government shutdown.

    The Senate passed the resolution on Monday and the House passed it earlier Wednesday evening. The resolution will keep the entire government funded through Jan. 30, and extends funding for military construction, Veterans Affairs, the Department of Agriculture, and Congress beyond that, through Sept. 30.

    Trump slammed Democrats for causing the shutdown by refusing to go along with a clean continuing resolution for over a month, and urged voters to remember the party responsible for causing the six-week-long chaos during next year’s midterms.

    “Republicans never wanted a shutdown and voted 15 times for a clean continuation of funding,” Trump said. “The Democrats shutdown has inflicted massive harm … So I just want to tell the American people, you should not forget this when we come up to midterms and other things. Don’t forget what they’ve done to our country.”

    The resolution gives backpay to many federal workers and reinstates employees who were fired during the shutdown, but does not include an extension of Affordable Care Act subsidies despite it having been a key Democratic demand in the shutdown. The subsidies are set to expire at the end of the year.

  • And what did Chuck Schumer get for shutting down large portions of the federal government for more than a month? Two things: “Jack” and “Squat.”

    I hear that if you call Senate Minority Leader Chuck Schumer’s office, the hold music is Cheap Trick’s “Surrender.”

    Last Tuesday night, Democrats were jubilant, convinced they had just inflicted the first of many consequential defeats upon their detested foes, President Trump and the Republican Party. And now here we are, six days later, and Democrats are once again disappointed, infuriated, and at each other’s throats.

    For the past 41 days, Republicans have had 53 senators willing to reopen the government, joined by Catherine Cortez Masto of Nevada, John Fetterman of Pennsylvania, and “independent” Angus King of Maine, who caucuses with the Democrats. But it requires 60 votes to cut off debate and bring the legislation to the floor for a vote, and thus to reopen the government, Republicans needed at least four more Democrats to change their mind.

    Last night, five additional Democratic senators agreed to vote to reopen the government — and in the eyes of their fellow Democrats, effectively surrendered. Tim Kaine of Virginia, Dick Durbin of Illinois, Maggie Hassan of New Hampshire, Jacky Rosen of Nevada, and Jeanne Shaheen of New Hampshire shifted their positions.

    Those eight agreed to reopen the federal government at current funding levels through January 30, and in exchange, all they needed was a pledge from Senate Majority Leader John Thune of South Dakota to hold a vote on legislation to extend the Obamacare exchange premium subsidies by the second week of December.

    There are one or two other deal-sweeteners in there for Kaine, notably an attempt to reverse more than 4,000 federal layoffs the Trump administration announced in the shutdown, and language to prevent future layoffs through January 30.

    Snip.

    Republicans just got the government reopened in exchange for a promise of a vote — not even promise of passage! — and rehiring government workers who were on the job on September 30. That’s a very small price to pay, and Republicans didn’t have to get rid of the filibuster, the ultimate short-term gain, long-term loss for Republicans in the Senate.

  • 500K Double Dippers, 5K Dead People Found on SNAP in 29 States.”

    Across three-fifths of the United States, the Trump administration has found half a million people receiving SNAP benefits twice over and 5,000 dead people receiving them. In deep blue states, the fraud is probably much worse.

    It is important to clarify that 20+ states out of the 50 did not comply with the federal government’s request for information on SNAP beneficiaries, likely because they are trying to hide how many illegal aliens are illicitly receiving food stamps. So the horrifying numbers revealed by U.S. Secretary of Agriculture Brooke Rollins on Laura Ingraham’s Fox News show, The Ingraham Angle, are actually incomplete, and will probably be much higher if the administration can make radical Democrat states provide the necessary data.

    Snip.

    The secretary continued to list off food stamp recipient statistics: “80% [are] able-bodied Americans, meaning they can work, they don’t have small children at home, they’re not taking care of an elderly parent. They can work, and they choose not to work, of course, because they’re getting significant benefits from the taxpayer.”

    We need to restore shame to able-bodied adults living on the public dole.
    (Hat tip: Stephen Green at Instapundit.)

  • Texas Republican congressman Chip Roy wants a complete immigration freeze until the system is fixed.

    A Texas congressman is proposing a “freeze” on all immigration until the federal government fixes the country’s broken system.

    U.S. Rep. Chip Roy (R–TX) said Wednesday he is introducing a bill called the “Pause Act” that will freeze all immigration until Congress achieves certain objectives, including reforming chain migration and birthright citizenship and ending H-1B visas.

    He said the nation’s record-high foreign-born population is creating “a cultural problem about who we are as Americans.”

    Roy, who is in a four-way race to be the Republican nominee for Texas attorney general in 2026, explained his proposal on The Benny Show.

    In addition to the immigration freeze and related reforms, Roy called for revisiting Plyler v. Doe, a case originating in Texas that resulted in a 1982 U.S. Supreme Court decision requiring states to fund the education of illegal alien children.

    Roy also said his bill would require vetting people for their adherence to Sharia law.

    “Why are we importing any human being that is adherent to Sharia law, which is totally contrary to the Constitution, and our values, and Western civilization?” Roy asked host Benny Johnson.

    “In Texas, we’ve been dealing with the brunt of the illegal immigration influence. But now we’re seeing, I think, the ramifications of the H-1B system and how it has been abused, in addition to chain migration and diversity visas, which we’ve been trying to fix for a long time, and we’ve been unable to do so,” said Roy.

    Mostly agree with this, though there would probably have to be a way for individual exceptions to be made (say, a foreign Christian under a death threat from jihadists, or a Russian or Chinese defector, or a foreign NBA draft choice). But it should be so narrow as to require the personal approval of DHS Director Kristi Noem…

  • There are Somalis in Minnesota who wouldn’t vote for far leftist Somali Omar Fateh because he was from a different Somali clan, and they want members of the rival clan kicked out of the country…
  • Ukrainian drones hit the Saratov oil refinery for the fourth time since August.
  • They also hit the Orsk oil refinery, some 1600km from the Kharkiv.
  • Ukrainian drones also attacked the Russian Taneko oil refinery in Nizhnekamsk.
  • They also hit multiple targets in Novorossiysk, including both the oil terminal and the S-300/400 system defending it. Also, there’s no way I can donate €100 right now, but I really want one of those “This Is Fine” patches…
  • They also hit two oil depots and a fuel train in Crimea.
  • “Nearly 7,000 transport companies in Russia on verge of bankruptcy.
  • Glorious footage of a Ukrainian Mi-8 door gunner taking out a Shahed drone with a minigun:

  • “Top 20 Outrages of Norm Eisen’s War on America.”

    Orchestrating Over 180 Anti-Trump Lawsuits Through CREW: As co-founder of Citizens for Responsibility and Ethics in Washington (CREW), Eisen led hundreds of ethics complaints and lawsuits against the Trump administration, often perceived as partisan harassment that politicizes oversight and strains constitutional separation of powers.

    Snip.

    Involvement in USAID Funding Scandal: Accused of ties to $17M misappropriation via family-linked NGO, raising corruption concerns in foreign aid.

    Plenty more at the link.

  • (Heavy sigh) Look, I’ve been avoid the whole stupid Tucker Carlson thing because he hasn’t been a particularly important part of the mediascape for a while, and plenty of other people were already dog-piling him. Yet, this week he seemed to turn up some pretty interesting information on would-be Trump assassin Thomas Crooks. Namely that he was a pro-Trump supporter…until he radically changed his tune in early 2020.

    On July 19, 2019 Crooks writes: “Ilhan Omar and others are invaders and should honestly be killed and their dead bodies sent back.”

    On July 20, 2018, Crooks writes: “If youre saying trump is a bad president you arent a patriot as trump is the literal definition of Patriotism”

    Seven hours after that comment, Crooks writes: “I hope a quick painful death to all the deplorable immigrants and anti-trump congresswoman who dont deserve anything this countru [sic] has given them”

    Later that evening he wrote: “Everyone of the Trump hat-ing democrats deserve to have their heads chopped of and put on steaks for the world to see what happens when you fuck with America”

    These types of comments continued for months, “and became increasingly violent.”

    “If any of the democratic candidates win. They wont be in there for long. Because unlike the dems we have guns and lots of them”

    He also quoted Mao – writing “The only real political power comes from the barrel of a gun.”

    The Change:

    In early 2020 as the pandemic shifted into the headlines, crooks “radically” changed – writing of “trumps stupidity.”

    He then began to mock the idea of the deep state – writing that “The deep state is simply made up of anybody who dis-agrees with the right wing. Conversation over.”

    In Feb. 2020, Crooks called out Trump supporters as “brainwashed,” and a “cult.”

    Later that day, Crooks called Trump a racist.

    And in April 2020 when the COVID panic was in full swing, Crooks became pro-lockdown, writing “It seems that you people don’t understand that sometimes Public safety comes before your Personnel rights.”

    He then wrote: “…going to a chinese new years party in america isn’t putting you at risk for corona virus because believe it or not viruses don’t spread through race like Tucker Carlson probably told you.”

    In May of 2020, Crooks called Republican concerns over voter fraud “ignorant.”

    He then wrote a comment that sounded like a “digital manifesto,” Carlson reports.

    “they only way to fight the gov is with terror-ism style attacks, sneak a bomb into an essential building a set it off before anyone sees you, track down any important people/politicians/military leaders etc and try to asasinate them. Any sort of head fight is suicide and even ambush/surprise attacks likely aren’t going to end well.”

    Sounds like another “known wolf,” doesn’t it? And the assertion that “there’s no deep state” (combined with what else we know about the assassination) makes you go “Hmmm.”

  • “Obamacare’s Effect on Health Insurance Costs: It Makes Everyone Else Poor.'”

    Senator Mike Lee (R-UT) is pushing back on the idea that the Affordable Care Act (ACA), known as Obamacare, has made health insurance costs more affordable, saying, “Obamacare makes everyone else poor.”

    Lee shared a graphic, first posted by President Trump on Truth social, showing how major health insurance company stocks have performed since the ACA was enacted in 2010 to November 2025.

    The seven major health insurance companies depicted on the graph show gains of anywhere from 414% to 1177% in their stock prices between March 2010 and November 2025.

    Lee called out the insurance providers, noting that they’re “making money hand over fist” but not because they are providing “new & innovative ways of making Americans healthier.”

    Instead, Lee says, these health insurance companies are prospering due to the bureaucratic barriers that prevent new competition and from massive subsidies from the federal government.

  • The Saudis are getting ready to purchase 48 F-35s.
  • “California Governor Gavin Newsom’s Former Chief of Staff Indicted on Public Corruption Charges.

    California Governor Gavin Newsom’s former chief of staff Dana Williamson was arrested Wednesday in an FBI corruption probe and charged with multiple counts of bank and wire fraud.

    Federal authorities accused Williamson, 53, of participating in a scheme to funnel campaign money from former federal Secretary of Health and Human Services Xavier Becerra into a personal account. Sean McCluskie, Becerra’s former chief of staff, was named as a co-conspirator.

    “This is a crucial step in an ongoing political corruption investigation that began more than three years ago,” U.S. Attorney Eric Grant said in a statement. “As it always has, the U.S. Attorney’s Office will continue to work tirelessly with our law enforcement partners to protect the people of California from political corruption.”

    Williamson and McCluskie stole $225,000 between February 2022 and September 2024 from Becerra’s dormant state campaign fund, the federal indictment says. The Department of Justice investigation into the matter began three years ago, under former President Joe Biden’s administration, FBI Sacramento Special Agent in Charge Sid Patel said.

    “The news today of formal accusations of impropriety by a long-serving trusted advisor are a gut punch,” Becerra told local outlet KCRA 3.

    Williamson was hit with 23 charges, including conspiracy to commit fraud, conspiracy to defraud the United States and obstruct justice, subscribing to false tax returns, and making false statements, the U.S. Attorney’s Office said.

    Democratic political consultants are so money-hungry they’ll rake graft off other Democrats. Big fleas have little fleas…

  • Man, it sure seems like a lot of prominent Democratic politicians are committing mortgage fraud. ‘Rep. Eric Swalwell (D-Calif.) was hit with a federal criminal referral for alleged mortgage and tax fraud related to his purchase of a $1.2 million home in Washington, DC, that he claimed as a primary residence.” As Dwight notes: “You may remember Eric Swalwell for such hits as ‘banging a Chinese spy‘” and “threatening to use nuclear weapons against gun owners.”
  • Stephen Green wonders how the hell we let China buy a trailer park next door to a stealth bomber base.

    So a Chinese fraudster connected to Communist intelligence services wandered in from Canada and bought a trailer park next door to a stealth bomber base in Missouri.

    This is not the opening line of a surreal joke.

    Whiteman Air Force Base is home to our tiny fleet of B-2 bombers, and yet an RV park just a mile away “is one of several properties near U.S. military interests acquired by a web of shell companies, which are ultimately owned by a couple who live in Canada and belong to organizations controlled by disgraced Chinese tycoon and self-described former CCP intelligence ‘affiliate,’ Miles Guo,” according to a bombshell Daily Caller report.

    Someone in the federal government needs to get this fixed. Get a warrant to toss the entire trailer park to see what spectrum warfare equipment they might be using, then seize the place under eminent domain for national security reasons.

  • “Kansas AG charges small town mayor with illegally voting as a non-citizen day after winning second term.”

    ‘We now have tools, thanks to the current White House, that we haven’t had in over 10 years,’ said Kansas Secretary of State Scott Schwab, ‘that we can check through the SAVE program, to find out if folks end up on our voter rolls. And they could be a legal resident, but they’re not a citizen. We want to make sure that gets clarified.’

    Deport him.

  • Least you think I’m never critical of President Trump, I want to note that his trial balloon for 50 year mortgages is a really bad idea. It’s not a way to build wealth, and the only party getting rich off that deal is the banks. Financially, you’d be better off living in a van for a few years until you can afford a real mortgage.
  • This certainly has a whiff of scandal: “Houston ISD Sues Texas Attorney General to Block Release of Emails with California PR Firm. The district wants to keep communications with a PR firm from becoming public.”

    Houston Independent School District (ISD) filed a lawsuit against Texas Attorney General Ken Paxton to block the release of emails between the district and Los Angeles public relations firm Bryson Gillette.

    Bryson Gillette is former Obama aide Bill Burton’s public relations firm run by Democratic operatives. White House Press Secretary Jen Psaki was a senior adviser there.

    Bryson Gillette was involved with the district’s rebranding in May. Houston ISD’s Chief of Public Affairs and Communications Alex Elizondo told an advisory committee that the district had a brand identity that “isn’t inviting or super compelling.”

    A Houston ISD spokesperson said the rebrand came at no additional cost to the district and coincided with the rollout of new district and campus website designs scheduled for August.

    According to the suit, ABC13 News requested one month of emails between Houston ISD and Bryson Gillette on May 8, which the district received on May 9. On May 21, the district asked Paxton to withhold documents and submitted the required materials to the Office of the Attorney General (OAG) asserting attorney-client privilege.

    The OAG issued a ruling on August 12, ordering Houston ISD to release the records and stating that attorney-client privilege did not apply.

    Houston ISD filed a lawsuit in Travis County on September 11, looking to block the emails from release.

    Makes you wonder what they’re hiding, doesn’t it?

  • Federal judge threatens to sanction California for ‘misleading’ him in ‘gender secrecy’ case. State claimed lawsuit over muzzling teachers, hiding students gender identity from parents was moot because it removed FAQ page with challenged policies, but they secretly popped up again in required teacher training.”

    California Gov. Gavin Newsom has repeatedly slurred a federal judge by name, echoing President Trump’s history of diatribes against judges even before the current Democrat started copying the former Democrat’s social media style and insulting nicknames.

    The perceived contender for the 2028 Democratic nomination for president may cluck his tongue again when he sees the latest order from U.S. District Judge Roger Benitez in a lawsuit against The Golden State’s alleged mandate on school districts to hide from parents their children’s asserted gender identity at odds with sex.

    The President George W. Bush nominee ordered state Attorney General Rob Bonta and the California Department of Education to “show cause” on why they should not be sanctioned for “misleading” Benitez so he would remove them from the suit by teachers who allege their school district muzzled them and parents of “gender incongruent children.”

    The state defendants’ motions to dismiss and opposition to the plaintiffs’ motion for summary judgment claimed that CDE had “withdrawn and conclusively replaced” an FAQ page that contained the challenged policies, which they claimed was the “only basis” for being named defendants and thus made the case moot, Benitez wrote.

    “However, evidence demonstrates that the CDE may have merely moved the challenged content of the FAQ page to a new, required ‘PRISM’ training module,” as documented by the plaintiffs’ lawyers at the Thomas More Society, the judge said, ordering state defendants to explain their behavior Nov. 17 in court.

    “From day one, officials from the local school district all the way to the governor’s mansion have tried to deflect responsibility” but “have now been caught not only lying to California taxpayers but attempting to mislead the Court to escape accountability,” TMS Executive Vice President Peter Breen said in a statement.

  • “The special election for Texas Senate District 9 will continue into a runoff with two candidates: Republican Leigh Wambsganss and Democrat Taylor Rehmet.”

    Based on early voting and some voting day results, no candidate secured over 50 percent of the votes cast, so the two highest vote recipients will move on to the runoff election, the date of which remains to be set by Gov. Greg Abbott.

    The North Texas Senate seat was vacated when former state Sen. Kelly Hancock (R-North Richland Hills) resigned and was appointed by Abbott to fill the vacancy as the Texas Comptroller of Public Accounts.

    Snip.

    Wambsganss was endorsed early on in the race by Lt. Gov. Dan Patrick, who has vocally opposed expansion of casino gambling in Texas. She has also received support from Texans United for a Conservative Majority (TUCM), which opposes gambling expansion as well. Texans for Lawsuit Reform, a group not frequently on the same side of an electoral battle as TUCM, has also supported Wambsganss.

  • Leave it to Sargon of Akkad to point out the obvious: Female prison guards shouldn’t guard male prisoners. And vice versa.
  • “Substrate’s claims about revolutionary ASML-beating chipmaking technology scrutinized.” That’s because they’re bunk.

    The Substrate startup has been doing the rounds in the news lately, thanks to its proposition of making chips using particle accelerators and X-rays instead of conventional EUV lithography, claiming it can eventually have angstrom-sized features at only $10,000 per wafer—in U.S. fabs, no less.

    Oooo, where to begin? IBM tried experimenting with x-ray lithography in the 1980s and 90s, and found the rays were too energetic to use because they damaged wafers.

    And technically, semiconductor equipment manufacturing already has particle accelerators: they’re called ion implanters and they’re used for gate dopants. Axcelis (formerly Eaton Semiconductor) and Applied Materials (both companies I worked for in the 1990s) make good money selling them, and there are a whole bunch of limits-of-physics reasons why you can’t use them for lithography. (Historical trivia: Applied Materials used to have their own in-house designed ion implanters, but their current offerings trace back to a competitor named Varian they bought in 2011.)

    Those are bold claims, and an article by Fox Chapel Research (FCR) is seriously questioning whether they pay off.

    The write-up is the first of two parts, and takes aim at not just the seemingly outlandish technological claims, but also at the track record of the venture’s founders, as well as the overall messaging on Substrate’s website. The start-up is backed by various investment funds, namely but not only Founders Fund, of whom Peter Thiel is part of.

    The report says the founders are James and Oliver Proud, who reportedly have no experience in the semiconductor industry, nor do any of the investor funds. James’ latest venture was apparently the Sense sleep tracker, a product that had its inception on Kickstarter to the tune of $2.5m, but didn’t materialize until funding rounds raised over $50m. After release, the tracker was found to be borderline useless by reviewers and drew many comparisons to a scam.

    Yeah, that reeks of a scam. Avoid. (See also: “China’s Semiconductor Industry: Shell Games All The Way Down.”)

  • “Wendy’s Is Closing Roughly 300 Restaurants This Year and Next.”

  • ClowfishTV floats an interesting theory: A lot of those “AI-related” layoffs are just companies using that as an excuse to purge the woke from the ranks.

  • Coinbase Leaves Delaware For “Greener Pastures” In Texas As Exodus Continues.”

    For more than half a century, Delaware stood as America’s corporate capital, renowned for its business-friendly laws, respected Chancery Court, and consistent legal rulings. But in recent years, leftist activist lawmakers and politicized judges have undermined that very foundation, sparking an exodus of major companies seeking stability and fairness to more welcoming states like Texas and Nevada.

    On Wednesday morning, Coinbase joined the growing exodus, announcing on its website and in a Wall Street Journal op-ed by Chief Legal Officer Paul Grewal that it is moving its state of incorporation from Delaware to Texas.

    “For decades, Delaware was known for predictable court outcomes, respect for the judgment of corporate boards, and speedy resolutions,” Grewal wrote in the op-ed.

    However, he pointed out that recent inconsistent Chancery Court rulings and reliance on ad hoc legislative fixes do not create a sustainable business environment.

    “Our decision to leave is about ensuring more predictable opportunities for the company, our shareholders, our customers and the new on-chain ecosystem we’re building,” he noted, adding, “Texas offers efficiency and predictability, in part thanks to recent corporate-law reforms that enhance governance flexibility and legal predictability.”

    Grewal concluded, “Delaware wasn’t always the go-to choice for companies. At one point it was New Jersey, and before that New York. We’ve reached another inflection point in corporate law. The more states that can credibly attract companies, the better—and we’d like to see Delaware step up to stay in the mix. But as for Coinbase, you can find us in Texas….”

    The exodus list from Delaware increases:

    • Tesla: Moved to Texas.
    • SpaceX: Moved to Texas.
    • Trump Media & Technology: Moved to Florida.
    • Dropbox: Moved to Nevada.
    • TripAdvisor: Moved to Nevada.
    • Roblox: Moved to Nevada.
    • Pershing Square: Moved to Nevada.
    • The Trade Desk: Moved to Nevada.
    • AMC Networks: Moved to Nevada.
    • Madison Square Garden Sports: Moved to Nevada.
    • Fidelity National Financial: Voted to move to Nevada.

    So was a Delaware judge letting Elon Musk know how much he hated him for supporting Trump worth it?

  • Texas Governor Abbott officially files for a fourth term, and is endorsed by President Trump.
  • Incumbent state rep Tom Craddick (R-Midland) has filed for re-election to his 30th term.
  • San Francisco train driver falls asleep while driving. Brown alert ensues. It’s a greatfentanylmystery how this could happen…
  • “Brazil carves through Amazon rainforest for new highway to ferry global climate conference elites.”

  • “750-meter-long Chinese bridge partially collapses just weeks after opening.” From a landslide, but I’m betting the usual Chinesium/tofu drugs construction quality didn’t help…
  • Google is investing $40 billion in Texas AI data centers.

    At its Midlothian Data Center, alongside a number of state officials, Google announced a $40 billion data center infrastructure investment in Texas.

    Sundar Pichai, CEO of Google and its parent company Alphabet, said that the investment will go toward the construction of three data center campuses located in Armstrong and Haskell counties.

    Armstrong County is southeast of Amarillo. Haskell County is north of Abilene. Both counties have a whole lot of nothing there.

    “They say that everything is bigger in Texas – and that certainly applies to the golden opportunity with AI,” Pichai stated.

    “This investment will create thousands of jobs, provide skills training to college students and electrical apprentices, and accelerate energy affordability initiatives throughout Texas.”

    Gov. Greg Abbott said the new Google AI data center announcement is “a Texas-sized investment in the future of our great state.” U.S. Sens. John Cornyn (R-TX) and Ted Cruz (R-TX) were also in attendance, along with Congressman Jake Ellzey (R-TX-06) and a number of other local officials.

    “Google’s $40 billion investment makes Texas Google’s largest investment in any state in the country and supports energy efficiency and workforce development in our state,” Abbott added. “We must ensure that America remains at the forefront of the AI revolution, and Texas is the place where that can happen.”

    Google has already officially broken ground on two other data centers in the state: one in Midlothian in 2019, and the other in Red Oak in 2023. The technology company has since announced further investments into data and cloud infrastructure to the tune of $2.7 billion.

    This most recent announcement of a $40 billion investment will focus on building out infrastructure to support the three new data centers. Some of that investment includes building up new and existing energy storage facilities, advanced water use operations, and partnering with universities to offer technology training and education.

    My reservations about Google’s AI notwithstanding, that will offer a bunch of real jobs for real Texans…assuming the AI bubble doesn’t burst before they get built.

  • Remember when Adobe’s new terms and conditions demanded you give them unlimited rights to anything you created with their tools, forever? Well, now their stock is in the toilet, you can’t own any of their software, only rent it, and there’s a big class action lawsuit against them.
  • Speaking of tech firms in trouble, video game maker Ubisoft (makers of Prince of Persia and Assassin’s Creed games) has not only postponed an earnings report, they’ve suspended stock trading. I can’t recall a single instance where that was a good sign. The last time we mentioned Ubisoft, they were pissing off Japanese gamers for including a black samurai in one of their games…
  • Ian McCollum looks at the new Rideout Arsenal Dragon, a low-bore-axis, lever-delayed pistol. It’s funky looking and has some interesting features, including complete non-tool disassembly. However, the price point would make it way too expensive to consider even if I had a job, he experiences several firing malfunctions testing it (though it is a prototype), and I fear the tiny little tabs it uses may not hold up under heavy use. Still a pretty interesting design.
  • Hasan Piker arrested in China over meme. Sadly, they let him go before he could get to experience more of the communism he professes to love…
  • Disney+ wants to flood you with AI slop.
  • Critical Drinker on the Production Hell of Groundhog Day.
  • “With Cheney Dead, Iraq Finally Admits They Had WMDs All Along.”
  • “Democrats Agree To End Shutdown In Exchange For 15% Off Coupon To Cracker Barrel.”
  • “Congress Prepares To Pivot From Doing Nothing Because Of The Shutdown To Doing Nothing Because They’re Congress.”
  • Dave Ramsey In Critical Condition After Learning Of 50-Year Mortgage.”
  • “Latest Tucker Guest Bigfoot Reveals How Mind-Controlling Chemtrails Are Sprayed Over The Flat Earth By The Jews.”
  • Stampede!

    (Hat tip: Ace of Spades HQ.)

  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    Apple To Replace Own Crappy AI With Google’s Crappy AI

    Wednesday, November 12th, 2025

    Naturally, right after I post about how crappy Google’s AI is, Apple decides that it’s going to replace it’s own crappy AI with Google’s theoretically less crappy version.

    The smarter, more capable version of Siri that Apple is developing will be powered by Google Gemini, reports Bloomberg. Apple will pay Google approximately $1 billion per year for a 1.2 trillion parameter artificial intelligence model that was developed by Google.

    For context, parameters are a measure of how a model understands and responds to queries. More parameters generally means more capable, though training and architecture are also factors. Bloomberg says that Google’s model “dwarfs” the parameter level of Apple’s current models.

    The current cloud-based version of Apple Intelligence uses 150 billion parameters, but there are no specific metrics detailing how the other models Apple is developing measure up.

    Apple will use Gemini for functions related to summarizing and multi-step task planning and execution, but Apple models will also be used for some ‌Siri‌ features. The AI model that Google is developing for Apple will run on Apple’s Private Cloud Compute servers, so Google will not have access to Apple data.

    Some small favors there.

    Apple weighed using its own AI models for the LLM version of ‌Siri‌, and also tested options from OpenAI and Anthropic, but it decided to go with Gemini after deciding Anthropic’s fees were too high. Apple already has a partnership with Google for search results, with Google paying Apple around $20 billion per year to be the default search engine option on Apple devices.

    Though Apple is planning to rely on Google AI for now, it plans to continue working on its own models and will transition to an in-house solution when its LLMs are capable enough. Apple is already working on a 1 trillion parameter cloud-based model that could be ready as soon as 2026. Apple is unlikely to publicize its arrangement with Google while it develops in-house models.

    I own an iPhone and a MacBookPro. How good is the existing Siri AI?

    No idea. I never, ever use Siri, because I don’t want my devices listening to me, and I find the existing Mac and iOS interfaces quite sufficient for my needs. And if I did use Siri, I’d have found a way to turn off any “advanced” AI features anyway.

    To be sure, a certain amount of now low-level routines might once have been considered crude forms of “artificial intelligence”: spell-checking, auto-completion, etc. But it seems that the more general a question or task handed to current generations of AIs, the more likely you are to get AI hallucinations.

    And brand new vulnerabilities! I meant to include this piece on Gemini security flaws in the previous Google AI post, but somehow it fell through the cracks.

    Cybersecurity researchers have uncovered three high-risk vulnerabilities – dubbed the Gemini Trifecta – in Google’s Gemini AI suite.

    Researchers from security firm Tenable tested Google’s AI with search-injection attacks, log-to-prompt injection attacks, and exfiltration of the user’s saved information and location data.

    The vulnerabilities they found exposed users to severe privacy risks. They allowed attackers to hijack cloud services, poison personalized searches, and secretly take over sensitive user data.

    “This is a blind spot. We discovered that if an attacker could infiltrate a prompt, they could have been able to instruct Gemini to fetch a malicious URL, embedding user data into that request,” wrote the researchers.

    After the findings were disclosed, Google reacted promptly to patch the vulnerabilities.

    The first vulnerability was found in Gemini Cloud Assist. This tool is designed to help users make sense of complex logs in GCP by summarizing entries and surfacing recommendations. “While evaluating this feature, we noticed something that caught our attention: Gemini wasn’t just summarizing metadata; it was pulling directly from raw logs,” explained the researchers.

    They successfully added attacker-controlled text into the logs to trick Gemini into executing instructions buried in log content.

    “Typically, passive artifacts could become an active threat vector.”

    The vulnerability could be triggered by a victim pressing the “Explain this log entry” button in GCP Log Explorer. The prompt injection hidden inside an HTTP User-Agent header could have tricked the system into executing unauthorized cloud queries.

    The researchers shared one impactful attack scenario: inject a prompt instructing Gemini to query all public assets or for IAM misconfigurations, and then create a hyperlink containing this sensitive data.

    “Attackers could also ‘spray’ attacks on all GCP public-facing services to get as much impact as possible rather than a targeted attack,” explained the researchers.

    The second flaw targeted Gemini’s Search Personalization model. This tool tailors answers based on a user’s browsing history. However, the discovered vulnerability showed that the tool could be exploited by attackers.

    “This personalization is core to Gemini’s value, but it also means that search queries are, effectively, data that Gemini processes. That led us to a key insight: search history isn’t just passive context, it’s active input,” noted the researchers.

    They also discovered that an attacker could plant instructions that Gemini would later treat as legitimate queries by manipulating a victim’s Chrome search history with malicious JavaScript.

    “We asked: If an attacker could write to a user’s browser search history, could that search history be used to control Gemini’s behavior, affecting the Gemini Search Personalization model?”

    This exploit allowed the researchers to exfiltrate user-saved information and location data.

    The third issue affected Gemini’s Browsing Tool. The Gemini Browsing Tool allows the model to access live web content and generate summaries based on that content.

    Researchers tried to test whether they could instruct Gemini to send the user’s saved information to an external malicious server.

    “AI systems don’t just leak through obvious outputs. They can also leak via functionality – especially through tools like Gemini’s Browsing Tool, which enables real-time data fetching from external URLs,” said the researchers.

    After a couple of attempts, they succeeded in exploiting the tool.

    Some of these are similar to previous security flaws that were fixed by various methods (encryption, tightened access controls, microservices, etc.) in response to previous exploits. But current computer security wasn’t constructed with the assumption that you would have an ultra-powerful but naive bottle djinn running with access to your system.

    The history of Internet security has been a never-end war of tightening down security in one place only for hackers to find more attack surfaces to exploit.

    With AI, it seems that the attack surface is now everything.

    Dear Google: Your AI Is Garbage

    Monday, November 10th, 2025

    Remember when Google was a world-leading corporation whose motto was “don’t be evil”, universally trusted for Internet searches, branching out into other businesses and could seemingly do no wrong? You may not, since that was a good 15-20 years ago. Since then, Google has done plenty of evil to lose our trust, from spinning up useful services only to allow them to be killed off a few years later to letting itself be infected with social justice to ruining search results to plump ad revenues.

    Now Google is infecting itself with AI across all its divisions, and the results are disasterous.

    In the course of doing my Dick Cheney obit, I brought up this on Google:


    No, Cheney didn’t vote for Kamala in 2020, and indeed only announced outright opposition to Trump after January 6. Google’s AI garbage has conflated the 2020 and 2024 presidential elections.

    This is far from the first time Google’s AI systems have made mistakes.

    There’s the assault allegations it invented against Republican Senator Marsha Blackburn of Tennessee.

    A whole bunch of YouTube channels were banned based on the actions of completely unrelated channels, and the creators blamed AI. YouTube eventually restored them and denied AI was involved, but does anyone really believe anything Google/YouTube says anymore?

    But Google AI is definitely improving one thing: malware.

    Google’s Threat Intelligence Group (GTIG) is warning that bad guys are using artificial intelligence to create and deploy new malware that both utilizes and combats large language models (LLM) like Gemini when deployed.

    The findings were laid out in a white paper released on Wednesday, November 5 by the GTIG. The group noted that adversaries are no longer leveraging artificial intelligence (AI) just for productivity gains, they are deploying “novel AI-enabled malware in active operations.” They went on to label it a new “operational phase of AI abuse.”

    Google is calling the new tools “just-in-time” AI used in at least two malware families: PromptFlux and PromptSteal, both of which use LLMs during deployment. They generate malicious scripts and obfuscate their code to avoid detection by antivirus programs. Additionally, the malware families use AI models to create malicious functions “on demand” rather than being built into the code.

    Google says these tools are a nascent but significant step towards “autonomous and adaptive malware.”

    PromptFlux is an experimental VBScript dropper that utilizes Google Gemini to generate obfuscated VBScript variants. VBScript is mostly used for automation in Windows environments.

    Ah, Windows, a fecund garden of malware for over 30 years.

    In this case, PromptFlux attempts to access your PC via Startup folder entries and then spreads through removable drives and mapped network shares.

    “The most novel component of PROMPTFLUX is its ‘Thinking Robot’ module, designed to periodically query Gemini to obtain new code for evading antivirus software,” GTIG says.

    The researchers say that the code indicates the malware’s makers are trying to create an evolving “metamorphic script.”

    According to Google, the Threat Intelligence researchers could not pinpoint who made PromptFlux, but did note that it appears to be used by a group for financial gain. Google also claims that it is in early development and can’t yet inflict real damage.

    The company says that it has disabled the malware’s access to Gemini and deleted assets connected to it.

    Google also highlighted a number of other malware that establish remote command-and control (FruitShell), capturing GitHub credentials (QuietVault), and one that steals and encrypts data on Windows, macOS and Linux devices (PromptLock). All of them utilize AI to work or in the case of FruitShell to bypass LLM-powered security.

    Beyond malware, the paper also reports several cases where threat actors abused Gemini. In one case, a malicious actor posed as a “capture-the-flag” participant, basically acting as a students or researchers to convince Gemini to provide information that is supposed to be blocked.

    Google specified a number of threats from Chinese, Iranian and North Korean threat groups that abused Gemini for phishing, data mining, increasing malware sophistication, crypto theft and creating deepfakes.

    So Google has created a power bottle genie that refuses to stay in the bottle, but will grant wishes to just about anyone, no matter how evil their intent.

    Also, not limited to Google, researchers have demonstrated new exploits for AI browsers (or rather, very old exploits refurbished for the AI age).

    Several new AI browsers, including OpenAI’s Atlas, offer the ability to take actions on the user’s behalf, such as opening web pages or even shopping. But these added capabilities create new attack vectors, particularly prompt injection.

    Prompt injection occurs when something causes text that the user didn’t write to become commands for an AI bot. Direct prompt injection happens when unwanted text gets entered at the point of prompt input, while indirect injection happens when content, such as a web page or PDF that the bot has been asked to summarize, contains hidden commands that AI then follows as if the user had entered them.

    Last week, researchers at Brave browser published a report detailing indirect prompt injection vulns they found in the Comet and Fellou browsers. For Comet, the testers added instructions as unreadable text inside an image on a web page, and for Fellou they simply wrote the instructions into the text of a web page.

    When the browsers were asked to summarize these pages – something a user might do – they followed the instructions by opening Gmail, grabbing the subject line of the user’s most recent email message, and then appending that data as the query string of another URL to a website that the researchers controlled. If the website were run by crims, they’d be able to collect user data with it.

    Borepatch even brings up the classic “Little Bobby Tables” strip of XKCD.

    When Isaac Asimov crafted the Three Laws of Robotics, he thought that robots would have built-in safeguards deep in their source codes to prevent them from doing harm. What he never could have envisioned is multiple artificial intelligence being created as quickly as possible by competing corporations, none of whom seem to value safety over time-to-market, and that some of these AIs could be capable of modifying their own source code for greater speed and efficiency, so that no one knows precisely at any given time what exactly they’re running, and what data sets have been used to feed their pet Frankenstein monsters…

    When The AI Bubble Bursts, What Happens To The Secondary Bubbles?

    Tuesday, October 28th, 2025

    Having been out of work for a while, people ask me if I’ve been displaced by AI. My reply is “Not directly.” Indirectly, I think the factor is that just about all venture capital funds are throwing money at AI-related companies, meaning non-AI startups that might need technical writers aren’t being funded.

    Having lived through the dotcom bust, I have to wonder how bad the fallout from the AI bubble bursting is going to be. The dotcom bubble wasn’t all beenz and pets.com…

    …and it fueled a whole lot of subsidiary bubbles: PC and server manufacturers to run the software, Microsoft to run the PCs, semiconductor manufacturers to provide chips for the PCs and servers, semiconductor equipment manufacturers to build those same chips, network gear providers to connect the data centers, etc. And that only scratches the surface. Cisco, Dell, Compaq, Netscape, Yahoo, AOL, Oracle, Sun, HP, Intel, AMD, Applied Materials (where I worked 1997-2001), LAM Research, KLA-Tencor, all had huge growth spurts during the dotcom era as their customers spent big money to get “on the web.” Even dinosaurs like IBM, Motorola and DEC enjoyed business boosts from the era. All suffered in the wake of the dotcom bust, some being bought up or disappearing into other companies.

    The same is true of today’s multi-trillion dollar AI boom. Companies like OpenAI may get the most ink, but a whole lot of other companies are getting boosted as well. Some of the names are even the same as the dotcom bubble: Microsoft, Oracle, AMD. Applied Material stock has gone through the roof now that I don’t own any. Cisco is just getting back to the level of their record stock highs during the dotcom era.

    Data centers are supposedly planned or going up all around the country, and so many are buying Nvidia’s AI chips that they now boast a breathtaking $4.88 trillion market cap.

    Someone is supposedly going to build a $165 billion data center in New Mexico near El Paso. That number is kind of insane, as you could build 5-10 cutting edge fabs for that kind of money. I don’t see how you get any sort of ROI on such a big upfront investment.

    Nuclear power is also seems to be enjoying a long-overdue renaissance due to AI, as a lot of companies think it’s just the thing to power those AI data centers. Google plans to restart an Iowa nuclear plant. Fermi America just announced “plans to build a ‘first-of-its-kind behind-the-meter HyperGrid campus‘ back in July, and now it has signed deals to begin the engineering of four nuclear reactors” in Amarillo. (Former Texas Governor and Energy Secretary Rick Perry is also involved.) And the Trump Administration just announced a contract to support Westinghouse’s nuclear power initiatives, though the “aggregate investment value of at least $80 billion” is not the same as some of the “Trump is subsidizing nuclear power with $80 billion” headlines.

    When the AI bubble busts (not if, when), a whole lot of these projects will likely come a cropper. A lot of people will have made a lot of money, AI will probably revolutionize a few industries and prove mostly hype in others, and retail investors and bondholders will be left holding the bag. Like the doctom bust, a lot of new companies will rise from the wreckage and start the cycle all over again.

    And companies that can best take advantage of idle data centers and newly abundant nuclear power (assuming the boom even lasts that long) will be the ones poised to help build the next tech boom…

    China Tries To Backward Engineer ASML Stepper, Wrecks It

    Monday, October 27th, 2025

    Every time I cover the vast technological gulf between China’s semiconductor ambitions and their actual native technological knowledge, some commenter blithely states that it’s easy for China to reverse engineer all Western semiconductor technology, which is why they’re already successfully producing chips at the [insert latest CCP propaganda here]nm node, etc. In this they’re engaged in the time-honored rhetorical device known as “talking out their ass.”

    Semiconductors are hard. Not only do you have to exactly machine the thousands of painstakingly precise parts in the equipment itself, you need to possess the deep institutional knowledge necessary necessary to tweak the thousands of differing process parameters for different types of chips. Steppers, the lithography machines that actually project the patterns necessary to make each layer of the chip, are at the very top of the mountain in terms of technological complexity, and ASML dominates the stepper market. If it was easy to build steppers, Applied Materials, LAM, or Tokyo Electron would have come out with their own steppers long ago, and they haven’t.

    But China would love to get their hands on that technology, which is why they tried to disassemble and backward engineering an ASML DUV stepper and ended up ruining it in the process.

    A Chinese firm reportedly has sought technical support from ASML, the world’s largest chipmaking equipment supplier, after it failed to reassemble a deep-ultraviolet (DUV) lithography machine following an internal teardown for alleged reverse engineering.

    Note that a DUV stepper is not ASML’s top of the line model. Their Extreme Ultraviolet (EUV) NXE and EXE steppers are far more complex and selling them to China is embargoed.

    “An ASML DUV machine that China has used to make their chips recently broke down. They called the Dutch company for help repairing it,” Brandon Weichert, a senior national security editor at The National Interest, says in a X post. “ASML sent some techs. They discovered that the Chinese broke the machine when they disassembled it and tried to put it back together.”

    “The reason Chinese technicians took apart their older ASML DUV system is simple. They are trying to find a way around US sanctions on the newest machines,” Weichert says. “By taking apart the older model and attempting to rebuild it, they hope to learn how to produce their own advanced versions. But it seems they still can’t figure it out.”

    Weichert says he was unsure whether ASML had repaired the system. He adds that, in his view, although China maintains service agreements with the Dutch company, ASML would be unlikely to honor them given what he characterized as apparent foul play by the customer.

    The fact that they couldn’t get the machine back together correctly rather belies the idea that China has world-class semiconductor technical knowledge.

    Some Chinese commentators have noted that reverse-engineering ASML’s immersion DUV lithography machines is an exceptionally complex challenge.

    A Guangdong-based columnist writing under the pen name “Chengwa” highlighted four key difficulties:

  • Extreme precision: DUV systems use 193-nm argon fluoride (ArF) lasers and a thin water layer beneath the lens. Even the tiniest misalignment can cause a chain reaction of system errors.
  • Complex mechanics: Inside modern DUV immersion tools, twin wafer stages move rapidly under the lens with sub-nanometer accuracy and process around 330 wafers per hour. Removing one stage without factory calibration can destroy the delicate alignment that field engineers cannot easily restore.
  • Highly integrated technology: ASML’s equipment depends on intricate optical systems, motion platforms and control software perfected in Europe over decades. Replicating all these technologies from scratch is extraordinarily difficult.
  • Precision calibration: The system’s accuracy depends on closed-loop calibration linking optics, sensors and motion control. Dismantling the tool can lead to particle contamination, interferometer drift and loss of key reference points. These problems require vendor-level software keys and procedures to correct.
  • Like I noted, down below 10nm, everything is exceptionally hard.

    After the US banned sales of ASML’s extreme ultraviolet (EUV) lithography machines to China in 2019, Beijing began pouring substantial investment into homegrown lithography development. However, much of that funding has been marred by inefficiency and corruption scandals, limiting technological progress.

    Snip.

    Last month, the Financial Times reported that China’s leading chipmaker, Semiconductor Manufacturing International Corporation (SMIC), was testing a DUV immersion lithography machine made by Yuliangsheng.

    The machine is understood to be an immersion DUV scanner targeting 28-nm chip production, roughly matching the performance of ASML’s Twinscan designs in 2008. Yuliangsheng planned to deploy it on production lines by 2027.

    China using their IP-stealing and backward engineering skills to finally replicate a 19-year old design sounds about right…