| Of course I don't. But its a comment so its my personal current view. Right now we have massive investment into AI and Compute. So massive, its basically unseen. We are adding more compute than ever before. This compute can do work and it can do now very arbitrary work. Insurance case work, software development, image generation etc. Everything it can't do today, it will be able to do tomorrow. Now we as humans are getting steamrolled already. I have a handful of work collegues which are worse than an LLM and I would prefer to have them gone just because its easier for me to explain to an LLM what I want/need instead of doing the same thing with these collegues. But AI is not stopping, every single day we use AI and we give AI hints like a thumbs up or down or complain to the AI that this is not what I wanted, the AI companies get a signal they can train for. We already today have build the biggest global Reinforcement Loop every. We share it with a handful of companies, but every company gets enough RL signals. If that AI model has learned something, a billion people can use it. So the investment in teaching an AI model a new trick, is a 1000x cheaper than teaching this trick every human. You might say "okay but i don't want to use AI" but then someone else comes along and does it. And AI tokens are not cheap. They are expensive and now work has a money value. If I'm a boss and the AI is 10x faster and 10x chceaper than a human, its very easy what i will do: I will reduce my workforce to optimize for AI usage. While all of the Soft AI stuff is happening, the robotics are leapfrogging progress. Automatisation in self driving trucks also progresses. We are now in a timeline of full automatisation. And my personal assumption is, that this hasn't even really started yet because we are 5-15 years away from the real AI AGI progress. I don't think people will be able to compete with Google, Apple and co. They already have jumped on AI. Google is market leader. And these companies do have the money for a full AI transition. Besides that, Google has physical infrastructure around the globe, they have their own undersee internet cables. But for sure it will disrupt software and plenty of companies one way or the other. And if these companes and we as humans are not acting upon fast, we are gone. Industry is slow and even if disruption means, that the market will still be there but will look very different, disruption hurts a lot for an economy. |