Sublime
An inspiration engine for ideas
Most AI value will come from broad automation, not from R&D
epoch.ai
.@leopoldasch on:
- the trillion dollar cluster
- unhobblings + scaling = 2027 AGI
- CCP espionage at AI labs
- leaving OpenAI and starting an AGI investment firm
- dangers of outsourcing clusters to the Middle East
- The Project
Full... See more
Dwarkesh Patelx.comI think OpenAI should be worried.
China’s Manus AI just got level up. It's a powerful general AI agent that can automate any task.
10 wild use cases:
1. B2B supplier sourcing https://t.co/pi3dJbF5QG
AI Automations • AI • Marketingx.com
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... See more
AI agent infra in 2023 vs 2024 from @MadronaVentures @jturow
Summary of 6 key themes in 2024: https://t.co/lG0BuaVS11
Earnings szn power & data center 🧵: AI accelerating growth, hyperscalers facing supply constraints thru '26 despite $100B+ capex. NEE sees 10GW+ DC backlog; gas turbines & storage booming (eg, GEV/TSLA). Liquid cooling-modular construction-on-site gen trends accelerating.
Shanu Mathewx.comOvercapacity 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
... See moreZongyuan Zoe Liu • China’s Real Economic Crisis
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... See more