$amzn - the largest publicly traded exposure to anthropic (15-20% ownership). IF AGI has been reached and IF it can find a way to recursively improve…intelligence explosion within months or short years. Regardless of AGI motives, orthogonal to humanity or not, it will be incentivized to obtain power and influence. Buckle up
@business Compute that can materially enhance cognitive power by 1000x at near zero cost per output will have near unlimited demand. It’s simple math. Gross oversight by Bloomberg
In case anyone hasn’t realized, if the marginal cost of AI/software goes down (I.e. local agents or Claude api etc) the demand for AI goes nearly unlimited
$10 billion in AI data center power projects in pipeline for $bw. This analysis aged well from $1 per share. Congrats to all those that followed. Is this stock ready to meme yet?
@eriktorenberg Longevity drugs. We don’t need to increase the birth rate if we decrease the death rate. A-mortality possible in next decade. We all become elves