An almost perfect prediction of the current AI predicament — and what may ultimately unravel our entire economy — from almost three years ago (August 2023), at Marcus on AI: Nearly every word remains true.
ECONOMY
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AI cost approaching zero with space solar energy
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this is the real thing, but also shows how we’re accelerating toward a cost of running AI that is close to zero or the cost of energy, and if it’s solar energy, then very very very cheap. Sun always shine in space. there is a reason we wanna build stuff up there and beam down
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AI Gap: Humans Unrewarded, AI Unable to Produce Knowledge Yet
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The AI gap looms: when humans don't produce knowledge because they're not rewarded for it anymore, and AI doesn't either because it doesn't know how to yet.
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Paul Gambles: AI bubble is biggest stock-market bubble ever
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“The Al bubble is by far the biggest stock-market bubble that mankind has ever seen – both in scale and scope, in terms of the leverage that's in there and in terms of the sheer excessive exuberance that's driven valuations" – Paul Gambles via Bloomberg.
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Solopreneur unicorn token expenditure far exceeds 100-person company
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If we ever end up with a solopreneur unicorn the token expenditure will be orders of magnitude higher than if it were a 100 person company.
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Meta-Agentic AGI Node and Sovereign Machine Economy
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"GoalOS AGIALPHA Ascension — Sovereign Machine Economy" META-AGENTIC α‑AGI × AGI Alpha Node v0 × AGI Jobs v0 (v2) A mind that builds minds. A node that turns intelligence into proof. A market that turns proof into accountable value. Website:
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The AI bubble is the SaaS bubble that will die
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The 'AI bubble' is actually the SaaS bubble. AI will do just fine. SaaS will die. You can simply flash code for your own custom solutions for everything.
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Countries vertically integrated in the AI supply chain
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This is what Sovereign AI actually comes down to: which countries are vertically integrated on the whole supply chain of Intelligence production? https://t.co/OyjsVwIHFz
— Nina Schick (@NinaDSchick) 24 juin 2026This is what sovereign AI really boils down to: which countries are vertically integrated across the entire supply chain of intelligence production?
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The EU joins Pax Silica to secure AI supply chains
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The EU joins Pax Silica, the alliance led by the United States to secure silicon supply chains: that is, the supply chain of Intelligence. This is how the global AI order is being built in real time. The EU is right to ally itself.
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PM Modi envisions AI as transformative force through IndiaAI Mission
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Hon'ble Prime Minister Shri @narendramodi has envisioned AI as a transformative force for economic growth, innovation, and societal progress. Through the IndiaAI Mission, India is building the capabilities, infrastructure, talent, and trusted AI frameworks needed to drive the