The new opiate of the masses - Jarvis with an Oracle for a brain.
My take on the current state of AI, etc.: Meta’s new Muse agent(s) is setting records and has Meta scrabbling to forecast their need for compute - aka neocloud (GPU-as-a-service providers). This is just the beginning of the era of the agents. As they become more and more reliable, people will begin to trust them with more and more of their personal data and daily life (i.e., real-time, real-world data). In business school they called this “boiling the frog.” The adage goes, don’t put a frog in boiling water, he’ll jump right out. Instead, give him a warm bath and turn the fire on low… The point is, we’re are in the warm-bath stage with AI and the fire is just now starting to heat up. What happens when compute availability becomes scarce. What is the expected level of scarcity? – Better yet, who controls the compute when compute becomes scarce? – Answer: A handful of companies competing to stay ahead of OpenSource competition, that’s who. That aside, we are at the event horizon of an exponential arc due to agent proliferation (singularity?). The demand curve will create incredible g-force on the world’s economies over the coming years - 2027 we’ll see the first real acceleration. The build out of compute cannot keep up with the demand for at least 3 years out (that’s an optimistic estimate relying on a technology boost/change within the next 18 months - e.g., better/cheaper robotics, new technologies). Sadly, it will occur in the midst of world turmoil both politically and economically. While literally anything could happen, I think it’s relatively safe to say the 3 year forecast is for a chance of chaos with moderate to heavy crazy.