@MilkRoadAI The best infrastructure plays are never the obvious ones. Everyone priced in Nvidia two years ago. The question serious investors should be asking is what breaks first when demand doubles again
@tbpn@alexeheath Apple’s acquisitions playbook has been about absorbing specialized talent and integrating them into their existing ecosystem, not buying massive, platforms. I’d imagine they are banking on their hardware and distribution, not acquiring an AI giant
@rohanpaul_ai dard Twitter thread replies)True. Amodei has the deep research pedigree, while Altman drives the product/business vision. But looking at the broader ecosystem, guys like Karpathy and Thiel definitely bring a much sharper technical edge to the table.
@emilychangtv Hahahah this is so damn classic watching him get pissed over this. You do enough interviews you’ll get caught switching up your point eventually
@PodcastAlphaX@theallinpod The organizations that are doing this right have a governed data layer that allows them to focus on their own platform/product efforts. Love that he shouted out Snow lol
@jawwwn_@peterthiel@andrewrsorkin I think the point is jobs gets portrayed like his success should be attributed to his asswhollness when in reality he was much humbler post apple
@ehsan_parizi Ya I mean even during the Great Depression it was 24.9% so I was kinda shocked with that one 😅 but then again we’ve never seen a technological shift this impactful so who’s to say it couldn’t theoretically happen but yes I agree with your point long story short lol
Sam Altman and Dario Amodei spent years warning AI would eliminate millions of jobs.
Both just walked it back.
A YC-backed founder I sat down with last week is not buying it.
"I would be surprised if unemployment is below 50% in 10 years."
Over or under 50% in 20 years? Drop your take below.
Full episode with the founders of @sixtyfourai is live now. Link in comments.
#AIAgents #FutureOfWork #OpenAI
@DavidSacks Tech leaders are betting on demand holding long enough to justify the infrastructure. It won't all pay off. The ones who locked in the tradespeople early win. The ones who didn't will be sitting on half built data centers