Take your intelligence estimates for Project Stargate and multiply them by 10. Every AI lab now has the means to make their models 10X+ more efficient because of DeekSeek. This doesn’t mean AI and chips will be used 10X less: the 10X cost decrease means it gets used 10X more.
INVESTMENT
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OpenAI’s Capital Raising Masks Technical and Commercial Weaknesses
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We’re basically seeing this again. OpenAI with Sam Altman is so good at raising capital (incl. now from Softbank) that it's covering up the company’s technical & commercial weaknesses. See also this excellent @AINowInstitute report from @bcmerchant
. 23/ https://
ainowinstitute.org/general/ai-gen
erated-business
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Cash masks foundation problems until innovation necessity vanishes
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They could mask all of the shakiness in their foundations with the hilariously large infusions of cash for quite a while — but eventually everything would topple. Necessity is the mother of innovation. Without necessity, the existential drive to innovate disappears. 22/
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DeepSeek signals need for efficient AI development investment
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So it doesn’t matter if you're a company in the US, China, or elsewhere. DeepSeek should be a cue to pivot HARD toward investing in far more efficient methods of AI development. Even if you care nothing about community & climate impacts, it’s just better business. 19/
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DeepSeek challenges OpenAI’s expensive scaling strategy
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DeepSeek now also undermines the business case for scaling. OpenAI has been burning through staggering sums of cash to keep up its scaling paradigm and has yet to figure out how to balance its checkbooks – and it turns out it didn’t need to spend so much cash. 18/
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DeepSeek challenges OpenAI’s narrative on AI development trade-offs
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But DeepSeek shows – in the same moment as the Stargate announcement – that the trade off that OpenAI & co frame as wholly necessary is actually not. 15/
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Stargate $500B infrastructure investment accelerates data center development
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Should Stargate follow through with $500B, it'll be the largest infrastructure spend in history and significantly accelerate the already startling pace of data center development post-ChatGPT. In turn that will significantly accelerate the aforementioned consequences. 13/
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Trump announces Stargate Project: $500B investment in AI computing infrastructure
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This line of thinking has been so effective in capturing the mindshare of powerful decision makers that president Trump just last week announced the Stargate Project, a $500B private investment into data centers & other computing infrastructure for OpenAI. 12/
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AGI ALPHA Agent Official On-Chain Records and Information
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The ONLY Official information about $AGIALPHA are the ON-CHAIN Records of the AGI ALPHA Agent –> http://
app.ens.domains/alpha.agent.ag
i.eth
… Webpage: http://
quebecartificialintelligence.com/agialpha CA: tWKHzXd5PRmxTF5cMfJkm2Ua3TcjwNNoSRUqx6Apump $AGIALPHA #AGIALPHA -
Commoditization of Intelligence: Market Pricing and Business Model Challenges
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interesting how the market is unable to really price in commoditization of intelligence ~free fundamental tech are always hard to model – brings in divergences and calls for new business models outside of low-order extrapolations