What stocks?
All of them. Didn't you read that like 85% of US stockmarket growth in 2025 was about the "AI boom". They need people to think that this AI meme will actually work. AI is the floor that keeps US economy afloat rn, or at least illusion of normalcy.
This is a fucking stock manipulation ploy, just like every 'rogue agent' AI scare. The companies are not making promised advancement and their promised AGI dreams are dead. What better than to cook up an excuse that 'le ebil goberment' made us stop research than to face the investors who will ask what happened to all the money. Diffuse the stock bubble more slowly instead of a full on high speed crash.
What Linus is saying that LLM review is finding decades old esoteric bugs in the kernel code, like dirtyfrag. And the amount of bugfixes and mitigations are pushing the update sizes up. This is making the kernel more secure and stable in the long run. It will be just a rocky couple of years.
they are NOT vibe coding the kernel.
You didn't read the article, did you?
idk, code was always written only once, but it will always be read many times. Writing code with LLM centric way and just focusing the high level gets hazardous pretty quickly, since somebody actually needs to understand the codebase deep down (or at least the relevant part) when something goes wrong. When you have 100k+ line codebase with multiple contributors with LLM it can very quickly turn into a black box, which nobody understand anything deep down anymore and everybody are more and more incentivized to use LLMs to interact with the thing to get anything real done. Then it's couple hallucinations away from turning into a fragile mess, where things break unexpected and nobody knows why.
Youtube and X is basically a private monopolies. They only care about the profit margins. Any and all extra expenditure to R&D or consumer satisfaction is just a cut to their profits today and since they don't have any real competition, so why raise quality of service above the bare minimum? Their only real selling point is that everybody uses them, so everybody will have to keep using them, if they want to be seen or access most things. they don't care if they serve slop, because you and me and the wider masses are going to eat it up anyway.
The bastard child of all marketing stunts...
The whole US economy rests on the promise that their fancy autocorrect will become a god. Of course they will grab onto anything that they think will keep them afloat
it's really inefficient to pursue such a massive research endeavor if ASML was just normally open for business. To do all that work was only justified by it opening a chance in domestic semiconductor production which is the real price for China. Now they are probably also wanting to compete in DUV machines in the future, to recoup the development costs, even if the real price is the self-sufficiency that they bring.
ASML is a victim of US sanctions and Dutch/EU spinelessness. China would never had bothered to pursue lithography as serious as it did if US wasn't continuously trying to stop China on every technological front. The Europeans let US do it in the hope and under the promise that China would never succeed.
Doesn't change the fact that US stock market was already massively overpriced. Ai companies can't make good on the promises of astronomical profits, but neither can Apple. This is just lose less option, but now it's apple that is getting overvalued.
Us strategy is to chase the latest frontier model and while they burn money to get to that economy solving model they just plant to get everybody hooked, so they can ramp up prices later and make mega profits. Chinese just see the AI as a productivity multiplier and expect the money to be made elsewhere, their models are open and their Ai companies work on a loss. US plan really expects that there is eventually A) no competition, and B) their shit can actually be so useful that soon nobody can live without them. Everything the Chinese do is just poison to US AI companies.
He is rich tho.