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Jukka Lepikkö wrote that AI stocks were, in his opinion, mispriced because the analysts following them did not understand reality. He mentioned that a Nomura analyst estimated that one gigawatt of data center capacity would generate $20 billion in sales for Anthropic. According to Lepikkö, the correct figure would be about $80 billion per gigawatt: he justified his estimate by noting that 25 percent of Anthropic's 5 gigawatt capacity, or 1.25 gigawatts, was used for inference and total sales were $100 billion. Lepikkö estimated that Anthropic would increase its computing capacity by 7 gigawatts next year. He said it was unclear how much of the new capacity would be used for training and how much for inference, but he assumed that the share for inference would be larger than it is now. If one third of the additional capacity were allocated to inference, it could, based on his $80 billion per gigawatt estimate, generate $185 billion in new revenue. In this case, Lepikkö suggested that Anthropic's ARR could be nearly $300 billion by the end of 2027. #AI #Osakkeet #Teknologia (translated)

Teppo Vesalainen from the Automobile Association finds Tesla's new Roadster sports car confusing, as it can accelerate from zero to one hundred in less than a second and can even fly, but he doubts its practical benefits in the current traffic infrastructure. #Tesla #autot #teknologia (translated)

Jukka Lepikkö wrote that SpaceX's quarterly report, to be published next Tuesday, could be a turning point in trading related to the theme of artificial intelligence. According to him, SpaceX's AI segment would turn profitable in the third quarter, and evidence of the high profitability of data center investments could give the entire AI theme a new boost. https://t.co/sx3sL2xV8X #SpaceX #AI #teknologia (translated)

The Daily Bureaucrat listed statements where various individuals and organizations had, in his opinion, doubted the success of new inventions. He mentioned that the Michigan Savings Bank estimated in 1903 that the horse would persist and the car would be merely a fashion phenomenon for the wealthy. According to Thomas Watson, in 1943 there might have been a market for computers globally for perhaps five devices, and he said that Ken Olson stated in 1977 that nobody would need a computer in their home. He said that Steve Ballmer expressed doubt in 2007 that the iPhone would gain significant market share. Paul Krugman noted that the economic impact of the internet in 1998 would have hardly been greater than that of fax machines. He reported that Bill Gates predicted in 2004 that email spam would be resolved within two years, and that Marty Cooper assessed in 1981 that mobile phones would not completely replace landlines. The list also included Lord Kelvin’s claim in 1895 about the impossibility of heavier-than-air airplanes, Darryl F. Zanuck’s 1946 assessment of the short-lived nature of television, and Erasmus Wilson's prediction in 1878 about electric lights going out after the Paris World’s Fair. William Preece, according to The Daily Bureaucrat, said in 1876 that the telephone was not needed because there were enough messengers. He recounted that Lee De Forest deemed moon travel impossible in 1957 and that Dionysius Lardner predicted in 1830 that fast travel would lead to passengers choking. He said Thomas Edison rejected the use of alternating current in 1889. Finally, The Daily Bureaucrat asked what was now being said about the new Tesla Roadster. #teknologia #innovaatiot #historia (translated)

The day's bureaucrat wrote that nowadays there is a car, which he described as driving itself, talking, flying, and having a turbo boost function. He added that he would not have believed he would see such a future in the 1980s. https://t.co/04EzGR8K3F #tulevaisuus #teknologia #innovaatiot (translated)

Jukka Lepikkö wrote that Brad Gerstner and Jensen Huang have depicted, in his opinion, the technological development of artificial intelligence and the figures anticipated by investors accurately in recent years. He mentioned that their new podcast, lasting an hour and 40 minutes, was released a couple of hours earlier and encouraged listening to it as well as purchasing from the sale. https://t.co/Or5d8tL013 #tekoäly #teknologia #investointi (translated)

The author stated that the Foreign Ministry had implemented the UMAI artificial intelligence assistant for the secure handling of classified information. According to him, the implementation strengthened Europe's ability to make its own choices and maintain control over critical technologies, as well as opened up new opportunities. #tekoäly #turvallisuus #teknologia #FI #EU (translated)

Maria Rautanen wrote that in Finland, the construction of a new barn could be halted because trees could not be cut down at the construction site before the necessary permits were obtained. She claimed that Google had cut down over 500 hectares of forest in Muhos and Kajaani for data center projects while environmental impact assessments were still ongoing. Rautanen compared the permit requirements for domestic food production investments to the fact that the consequences of the tech giant's actions were only being investigated. #ympäristö #metsät #rakentaminen (translated)

Jari Mäkäräinen criticized an article in Helsingin Sanomat and said he had made corrections to it. According to him, the nonfiction writer Ari Haasio and Mattila had suggested that Finnish identity was ambiguous, compared the mistrust faced by evacuees from Karelia to current fears directed at Muslims, and stated that everyone was a descendant of immigrants. Mäkäräinen wrote that migration was an old phenomenon, but migrations from different times could not be equated. He noted that the first people arrived in what is now Finland about 11,000 years ago and believed that this did not provide a basis for equating the current migration from Afghanistan or Somalia with the arrivals of earlier traders, craftsmen, or industrial founders. He described Finlayson as an actor that built factories in capital-poor Finland, brought technology, and created jobs. Mäkäräinen compared him to a Mohammed coming from Somalia, who he described as illiterate and dependent on Kela support. He believed these examples illustrated different types of migration and claimed that there were differences in education, employment, cultural distance, and criminality. He also claimed that those coming from Afghanistan were overrepresented in rape statistics. Regarding the evacuees from Karelia, Mäkäräinen wrote that they had come from within Finland, spoke Finnish, and shared key features of Finnish culture. He said they had faced mistrust and derogatory name-calling, but believed they differed from current arrivals from Afghanistan, for example, in terms of adaptation, work ethic, and use of social security. Mäkäräinen also denied the comparison made by Haasio and Mattila between 19th-century antisemitism and the Somali discussions of the 1990s. According to him, the groups were not similar, and Jews had mostly integrated well. He argued that current migrations should be evaluated based on their impacts on employment, crime, and social security. Finally, he wrote that the continuity of society required, in his opinion, the adaptation of newcomers. #maahanmuutto #suomalaisuus #kulttuuri (translated)

According to the author, the tracker found in the car or the spy software installed on the phone did not yet indicate who had installed it. He added that at least in the case of the AirTag, the police received information from Apple about which account the tracker was linked to. https://t.co/cTKtnGxxzS #vainoaminen #vainoaminen #turvallisuus #teknologia #FI (translated)

The technology giant Google will not face sanctions for the allegedly illegal logging at the data center construction sites in Muhos and Kajaani, says the Minister of Environment and Climate, Sari Multala from the National Coalition Party, to Uutissuomalainen. #Google #datakeskus #ympäristö (translated)

Juha Merentie wrote that AfD no longer demanded the dissolution of the EU, but wanted to reform it into a union of sovereign nations. According to him, the party wanted the EU to focus on the internal market, the protection of external borders, security issues, and selected technological projects, as well as to restore national decision-making power in immigration, social, and financial policies. Merentie concluded by asking what else they could hope for. #EU #politiikka #maahanmuutto (translated)

Henri Vanhanen wrote that he had been calling for a clearer situational picture of Russia's intelligence and influence activities towards Finland for some time. He viewed positively that, according to him, the message from the Security Police and the Defense Forces about the situation was now serious: Russian intelligence operations against Finland had intensified, cyber intelligence was active, and the interest was particularly focused on the defense industry. Vanhanen noted that the chief of the intelligence department of the General Staff had assessed that the intelligence operations targeting society and critical systems could be preparation for sabotage. According to him, Finland could thus become a target of Russian sabotage activities. He also wrote that, according to the Security Police, at least one small Finnish technology company had already been subject to verifiably increased intelligence activities. Vanhanen assessed that Russia aimed to weaken Ukraine's ability to continue the war by also influencing countries, businesses, and supply chains related to Western support. He warned that problems arising for companies supporting Ukraine could raise questions in Finland about the risks of support and serve Russia's objectives. Vanhanen suggested that the security of defense and technology companies should be proactively strengthened. He urged companies to check, among other things, their cybersecurity, the protection of their facilities, approaches to personnel, data access rights, supply chains, and unusual cooperation, recruitment, and investor contacts. He stated that especially small companies should be provided with easily accessible government support for identifying threats and improving security. According to Vanhanen, Russia's goal was to get Western countries to reduce their support for Ukraine. He believed that Finland should respond to possible pressure by better protecting the people and companies enabling support rather than changing its policies. https://t.co/f0INfDq1Zf #Venäjä #Suomi #Kyberturvallisuus (translated)

The author stated that he had spoken on Yle's morning show about Ukraine's new weapon systems and robotization. According to him, humanoid robots would hardly solve the war in Ukraine, but robots and autonomous systems would already be commonplace in the next war. He added that it was easy to laugh at the current clumsy robots. https://t.co/EVRBr71spg #Ukraina #robotit #teknologia #FI #UA (translated)

The iron chancellor praised Grok Bot and mentioned that he had implemented bots in several routine tasks. According to him, they managed the calendar, emails, and Drive, reminded about routines and unpaid bills, and retrieved key codes for the cottage by speaking to the car. The iron chancellor also stated that one bot was leading a project that had three coders. Two of them were, according to him, ordinary Grok discussions, and meetings were held using the agents' own email addresses. He said he accepted the question cards raised by the bots and monitored token usage. Additionally, according to him, his bots were already messaging his friends' bots, and he planned to only give others his agent's address in the future and leave Gmail for campaign messages. #tekoäly #automaatiota #teknologia (translated)

The author reported that David Robinson, the head of OpenAI's security team, resigned the day before due to security risks. On the same day, the White House established what he referred to as the Super Intelligence Force to investigate the security threats of artificial intelligence. The author noted that AI risks had previously been considered hysterical science fiction, but many now seemed to take them seriously. #AI #turvallisuus #teknologia #FI #US (translated)

The author estimates that Ukraine used about 4.5 million drones in 2025 and Russia about 3 million, but the war continued. According to him, the power arose from the joint use of capabilities and the combination of traditional and new abilities, of which Ukraine's Vivaldi operation was an example, according to him. #Ukraina #sota #teknologia #UA #RU (translated)