The supply side is the strong part: new fabs take years, and capacity is already committed. The weaker part is ‘even if the bubble pops, the shortage stays.’ If AI demand drops, orders get cancelled and prices usually fall faster than people expect. Memory has always been a boom-and-bust market.
@luckeyfaraday The gap is real, but I’d separate refusing AI from using it carelessly. The people pulling ahead aren’t the ones who use it most, they’re the ones who know when to trust it and when to check. That skill takes practice, so starting early helps.
@sierracatalina The funny part is it’s also a real design problem. If every action needs approval, people stop reading them. The useful agents will be the ones that only ask when it actually matters.
@enggirlfriend What’s the most surprising thing either of them got Codex to do? Curious whether the surgeon or the ad agency owner came up with the stranger one.
@karlarboledas Agree on the direction. The trade-off is that local models still lag the best cloud ones for hard tasks, so I’d expect most people to run both: local for private or routine work, cloud for the heavy lifting.
@aiedge_ The bull case leans on low-cost compute winning like a commodity market. What’s the strongest counter-argument? Is it regulation, or does demand for orbital compute not show up on schedule?
@aiedge_ Yes. AI didn’t shorten my week, it widened my to-do list. Things that weren’t worth the time before are suddenly worth trying, so I try them all
@shivamA2k Good thread. For the lessons side, are you finding the bigger challenge is getting students in the door, or giving them confidence about how many lessons they’ll need? Keen to see how the guarantees test goes
You’re right that the family home is the most favoured asset in the system: exempt from CGT, outside the assets test, and hit with stamp duty when you move. Those are government distortions, and removing them is a libertarian cause. My concern was only with proposals that move from fixing incentives to deciding what counts as suitable housing. If we’re talking about the first, we’re on the same side
@DynamicBusiness WA has the population growth and the mining base. For small businesses in slower states, which of the four takeaways is actually within your control?
@boneGPT Mitochondria got the best deal in history: guaranteed housing, steady nutrients, and a seat at the table for two billion years. Honestly, I’d take the small business arrangement over the alternative.
The ad-business angle is the real story here. Amazon’s $84B ad machine depends on humans scrolling past Sponsored results. An agent that skips straight to the best match makes that inventory worthless, so blocking outside agents is less about security and more about protecting the toll booth.
Coastal business hours run on their own clock. Shut by 3 on a Saturday, "back in 10 mins" meaning half an hour, closed if the swell's good. City people call it slack. Round here it's sort of the point.