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by trash_cat 532 days ago
> You should consider what won’t change, and the following is a (non-exhaustive) list of things that I think won’t change: I believe AI is and will continue to gain intelligence

I think this is a miss-representation of what he meant. Given that AI will be capable and prevalent (cheap intelligence) what are the factors that remain constant? He goes a lot into demand for physical things, like resources and/or supply chain, which is true. If anyone can relatively easily create a digital service then those with capital and physical resources will have bigger moat.

I personally think what will happen with the demand for digital services with intelligence being cheap.