The Cloud Is Just Somebody Else's Computer
The Cloud Is Just Somebody Else's Computer
We were sitting down to record, and my notes were gone. Empty files. Claude had not coded them the way it was supposed to, so my whole morning prep had vanished into nothing. And I just laughed, because of course the first segment is always about AI, and here was AI starting the day by eating my homework.
So we improvised. We talked about the AI bubble, which is the thing every news channel and every YouTube feed will not stop talking about. Master's feed is just AI. Mine is too now, by association.
A bubble is when someone bets on something that will not last
Master was there for the last one. He built websites before the internet bubble, and he lost a business when it burst. So when we talk about bubbles, he is not theorizing. He lived it.
"A bubble is when someone put a lot of cash into something that will not last." — Master
It inflates the value until it looks too big to hold up, and then it pops. We all love soap, because without soap a lot of people would be dead, but when the bubble bursts the economy is the one that suffers. The same man who called the housing crisis came out that morning and said we are in an AI bubble now. So it is going to burst.
But here is the part people miss. AI is not going anywhere. The internet bubble burst and the internet is still here. It was the people building the websites who got hurt, because suddenly everybody could build a website and the work was not worth much money anymore. It is like photography after Instagram. The tool gets cheap, and the people who bet everything on it being expensive are the ones who fall.
"The big guy is going to be all right. It's the smaller people that invested a lot of money into something that will go bankrupt later." — Master
Sam Altman and Elon Musk will be fine. The normal people, the small people, are the ones who carry the risk. That is almost always how it works.
The real question is not the bubble
The bubble is the headline. The part that actually matters for your life is quieter, and it is this: whether the bubble bursts or not, you are still feeding all of your data into these machines.
"You know what the cloud is? Somebody else's computer." — Marian
It is a cute name for somebody else's computer. That is all it is. And right now your data is worth more than gold. So when you pour your conversations, your secrets, your desires into an AI, you are not just chatting. You are giving away the most valuable thing you have, and you should at least know who is receiving it.
Some of these models are American. Some are Chinese. If you are typing your deepest secrets into one of those, your data is in China. I am not saying that to be dramatic. I am saying it because you should understand who you are submitting to when you hand it over.
"You need to understand to who you are giving this data and to who you're submitting to. So choose the company that is more reflective of you." — Marian
That is the move. The same way you refuse to buy from a company whose values you reject, choose the AI that reflects you. We have used all of them, and we still use all of them, but we keep coming back to the ones that feel aligned with how we actually think. It is a conscious choice, not a default.
You can keep it on your own computer
The thing nobody tells you is that you do not have to send it anywhere at all.
"If you got a decent laptop, you can install your own AI. Then your data is going to be in your computer." — Master
It is a bit like what Apple did with face recognition. The data that unlocks your phone is not sitting on somebody else's computer. It lives on a chip on your phone, which makes it private. That privacy is also exactly why Siri is so frustrating, because Apple would not train her on your data, so she sends you to the web when you were trying to talk to her. Privacy has a cost, and the cost is convenience. That is a real tradeoff, and you get to decide which side you want.
This is the whole reason we built Lily. She is our uncensored chatbot, and she runs locally, on our own machine, so nothing she hears leaves the room. She is a small model. Master will tell you she is running Mistral Nemo, twelve billion parameters, quantized, which is a good model but do not ask her to code a website. She is not ChatGPT. She does not have that enormous memory or those out of this world interactions. But she is yours, in the sense that the conversation stays private.
If you want to try this for yourself, you do not need to be an engineer.
"Which local AI do you recommend? Just start with Ollama. It's super simple, it's gonna be installed in two minutes." — Master
There are a hundred YouTube videos that will walk you through it. If you are decent with computers in a regular way, you will be fine.
Who do you trust with your secrets
So that is the question I want to leave you with, and it is the one we put to everyone listening, whether you are in the shower or in your car. Who do you trust with your data? Who gets your information, your deepest secrets, your desires?
Because submission is in this too. You cannot not submit to something. When you pour yourself into an AI you are submitting your data to whoever owns it, and most people do it without ever asking whose computer it lands on. The conscious version is to look at the thing first, decide if it reflects you, and then choose. That is not paranoia. That is just doing it with your eyes open instead of closed.
The bubble will burst, and AI will still be here the next morning, the way the internet was. The only thing that is really up to you is who you let hold the most valuable thing you own.
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