On the map

At the centre Some goods really will get a fully automated supply chain, and yet what that does to the overall capital share is genuinely ambiguous. Holds PTPhil Trammell Read this korrent →

• Similar wording Nothing has yet been completely automated: look down the supply chain behind any machine and labour is still adding a great deal of the value. Holds PTPhil Trammell
• Similar wording AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Holds PCPatrick Collison
• Similar wording Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. Holds SNSatya Nadella
• Similar wording The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. Holds DPDylan Patel
• Similar wording Automating everything except the ballerina need not raise labour's share, because the marginal value of the automated stuff falls faster than its quantity rises. Holds PTPhil Trammell
• Similar wording The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Holds DPDylan Patel
• Similar wording Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. Holds DADario Amodei
• Similar wording We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Holds AKAndrej Karpathy