Samsung and SK Hynix supply ~80% of the world’s High Bandwidth Memory – essential for AI. Another small democracy that knows all too well what communism means, and understands deeply, the CCP. America’s pivot to the Pacific was coming, but now that it is here: it has everything
@ninadschick
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Industrial Intelligence: AI Transitions from Scarcity to Utility
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What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure.
— Nina Schick (@NinaDSchick) 30 avril 2026
Can you take the "AI bubble" argument… https://t.co/tDfqnWzoqB pic.twitter.com/9PejGexAhcWhat we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure. Can you take the "AI bubble" argument
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Industrial Intelligence Will Make AI Abundant and Cheap
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For most of history, intelligence was scarce — locked inside human minds.
— Nina Schick (@NinaDSchick) 29 avril 2026
But if Industrial Intelligence becomes reality, that changes. Intelligence will become abundant. Cheap. Infinitely scalable. And when that happens, the economics of everything shifts.
Just as electricity… pic.twitter.com/ZgYzaD7s7vFor most of history, intelligence was scarce — locked inside human minds. But if Industrial Intelligence becomes reality, that changes. Intelligence will become abundant. Cheap. Infinitely scalable. And when that happens, the economics of everything shifts. Just as electricity
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New AI Powers Face Political Resistance from Established Interests
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It’s never happened before and the ‘old gods’ won’t like the ‘new gods’ when they truly realise what’s happened. Expect political pushback.
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Europe’s Energy Crisis Threatens AI Competitiveness Against U.S.
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This is not surprising at all! This chasm between Europe and the U.S. will continue to grow. Primarily because Europe is so fundamentally disadvantaged on the core basic input to sustain AI and the industries of the future: energy. Without cheap, reliable energy (and
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Texas to Become World’s Largest AI Factory Hub by 2030
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Texas will surpass Virginia as world’s largest AI Factory hub by 2030.
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Exponential Technologies: Redefining Humanity and Civilization’s Purpose
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We can’t talk about what it means to be human without confronting the impact of exponential technologies on our society, our economy, our civilization.
— Nina Schick (@NinaDSchick) 28 avril 2026
The question isn’t what we can build—it’s why. What is our mission in this new era?
We need to treat this moment with the… pic.twitter.com/fGbzfExDrYWe can’t talk about what it means to be human without confronting the impact of exponential technologies on our society, our economy, our civilization. The question isn’t what we can build—it’s why. What is our mission in this new era? We need to treat this moment with the
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ASI as Ultimate Scientific Discovery: DeepMind’s Vision
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Good luck to him! He also insisted on giving back his Deep Mind equity in the early days which would have already made him a billionaire. But, both David and Demis are clear: ASI is the objective- the ultimate capability for scientific discovery: The Infinity Machine.
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Texas AGI Infrastructure: Energy Foundation for Intelligence Utility
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Texas is ground zero for AGI, and the sheer ‘physical’ challenge of deploying Intelligence as a utility. This starts with cheap and abundant energy.
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Leon Panetta on AGI, China, and America’s AI Leadership
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"Whoever leads in AI will rule the world"
— Nina Schick (@NinaDSchick) 27 avril 2026
– Vladimir Putin (2017).
Here's what Leon Panetta, former Director of the CIA and Secretary of Defense has to say on AGI, China, and if this is America's moment. pic.twitter.com/9GlAlrpIXP"Whoever leads in AI will rule the world" – Vladimir Putin (2017). Here's what Leon Panetta, former Director of the CIA and Secretary of Defense has to say on AGI, China, and if this is America's moment.
