Yes – the economic growth to follow the ‘tokenisation’ of Intelligence via Intelligence Factories will dwarf the hyperscaler capex. AI is essential for economic growth and the industries of the future – will largely involve that Intelligence becoming embodied – IE, moving into
ECONOMY
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Studies Show Most Companies See Low AI ROI
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after you factor out weeding out the slop, benefits just haven’t been that great many studies show most companies don’t get much RoI for AI (coding might be different)
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Nvidia Loses China Market Share as Export Controls Backfire
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Jensen Huang says Nvidia's market share in China has dropped to zero thanks to US export controls, and he's arguing the restrictions have basically backfired by pushing China to build its own chip ecosystem faster. I think people still don't understand what this means. China
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Europe Lacks Strategy for AI Infrastructure and Energy Future
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What I still don’t understand is why Europe seems to have so little ambition to play any meaningful role in the future. There is no convincing strategy to solve the energy problem. There is no serious push to build out European data centers so AI training and inference can
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Jobs vs Tasks: Human Adaptability Limits in AI Era
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Accurate, except for a two caveats: 1. Jobs and tasks are two different things. The former will persist even long after the latter is completely overhauled. 2. Humans have, at best, a very limited capacity to adapt over such short (and getting shorter) time scales.
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AI’s evolving job market: Exciting new roles emerge, then disappear
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AI will take some jobs, but it will create countless new jobs too—exciting jobs we can’t even imagine yet. A year later those will also be done by AI, but there will be new jobs—exciting jobs we can’t even imagine yet. Six months later those too will be done by AI, but
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AI to Radically Cut Marketplace Operating Costs
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AI is going to radically reduce the cost to run a marketplace
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Vibe-Kanban Shuts Down Live Onstage with 30K MAU, Goes Open Source
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Much respect to @tokengobbler who shutdown Vibe-kanban live onstage at AIE Europe – still with 30,000 MAU, and still living on as an open source project. "Everyone who is making money is doing 2 things: selling to enterprise, and reselling tokens. We were doing neither."
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AI Used as Excuse for Layoffs, Regulation, and Fundraising
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AI's killer app is as an excuse for:
– Firing employees (tech bosses)
– Regulating tech companies (politicians)
– Keeping interest rates low (Fed)
– Soliciting donations (AI safety institutes)