@OscarMDavies@EMostaque Agents learn from their mistakes and unlike humans only make the same mistake once. Pretty solid real world examples of self improvement. Kimi K3 designed a POC chip design optimized for it to run on in 48 hours a process that would normally take a team a yr.
@BrendanCarrFCC If the U.S. restricted imports, domestic manufacturers couldn’t replace that capacity overnight. Short-term shortages and higher prices would be almost inevitable, followed by a race to build more U.S. production.
@DavidSacks The great China - US AI alliance is coming. Free trade, collaboration and innovation driven by the two leaders to hide who’s behind. The financial moat will move to implementing AI. If you can’t beat the opponent, join them.
@BradleyKellard Market cap ≠ actual distributed wealth. It’s the share price times the total shares. It’s just a snapshot of what investors think the company might be worth in the future. It’s not a bank account full of cash that has been handed out to society.
@Jason When intelligence becomes a commodity, where does durable economic moat move?
Models lose pricing power
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Value shifts to deployment / enterprise integration
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Services + infrastructure become dominant + proprietary training sets / vertical specialization