shovels 1. help you get more done, increasing wealth, and 2. don't concentrate wealth in the hands of the guy who made the shovel
If ai isn't doing 1 then everything else is moot
2 ai might concentrate wealth but there's evidence to the contrary as well.
Chinese models are generally 6-9 months behind and are open
Capex is high and one of the major limiting factors is energy. Energy is pretty well distributed
Llm providers as they are have no moat. Anthropic is always trying to get regulatory capture to build one.
2 ai might concentrate wealth but there's evidence to the contrary as well.
Chinese models are generally 6-9 months behind and are open
Capex is high and one of the major limiting factors is energy. Energy is pretty well distributed
Llm providers as they are have no moat. Anthropic is always trying to get regulatory capture to build one.
2❤️2