Sublime

No one is talking about this, but this is the bull case for AI and economic growth. AI spend is up 60x in construction. 35x in manufacturing on @tryramp. Faster planning and smarter automation will transform these strategic industries. This is what drives US economic + labor productivity gro... See more

Overcapacity in low-end production has plagued other Chinese tech industries, as well. The most recent example is artificial intelligence, which Beijing designated as a priority industry in its last two five-year plans. In August 2019, the government called for the creation of about 20 AI “pilot zones”—research parks that have a mandate to use loca

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The General Secretary had long dreamed of doubling down on real-world physical manufacturing and avoiding American post-industrial decadence. He viewed software companies with suspicion.37 But hawks in the CCP warn that the growing race towards AGI can no longer be ignored. So he finally commits fully to the big AI push he had previously tried to a... See more

China is now second only to the United States in AI investment. But the quality of actual AI research, especially in the field of generative AI, has been hindered by government censorship and a lack of indigenous intellectual property. In fact, many of the Chinese AI startups that have taken advantage of the strong government support are producing

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Another example is industrial robotics, which Beijing began prioritizing in 2015 as part of its Made in China 2025 strategy. At the time, there was a clear rationale for building a stronger domestic robotics industry: China had surpassed Japan to become the world’s largest buyer of industrial robots, accounting for about 20 percent of sales worldwi

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拾象发布了 2025 AI best ideas ，我觉得在2025年很可能实现至少 50% 。以下这几个非常认同： 1、微软转投 Anthropic，模型和云的格局彻底改变。最终所有模型会在所有云上，所有云也会支持和投资所有模型。 2、Google并没有掉队，我还是觉得Google是AI时代最强的公司。Google 手上有几张王牌：TPU 代表着无限算力资源，Andorid/Chrome 代表着最强的分发渠道，Deepmind 代表全球最高 AI 人才密度。 3、Agent 是新软件，是 2025 年投资核心中的核心。Agent 整体会渐进式演进，Coding Agent 最先落地。 👇👇

What replaces GDP when so much economic activity is generated by open-weight models or intelligence priced at zero?