On one of the latest Odd lots episodes finally an analyst had an investment thesis that made sense to me:
They think they are building an AI god.
If you think of it in religious terms it suddenly makes sense. Expected rate of return? One scenario has has infinite expected return (some kind of pascals wager/mugging)!
Of course there will be no AGI. Just a planet we'll have to live on where those deluded idiots wasted our resources on some boondoggle. Maybe this kind of concentration of power is a bad thing? I think we are going to get to those kind of questions once the party is over.
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On one of the latest Odd lots episodes finally an analyst had an investment thesis that made sense to me:
They think they are building an AI god.
If you think of it in religious terms it suddenly makes sense. Expected rate of return? One scenario has has infinite expected return (some kind of pascals wager/mugging)!
Of course there will be no AGI. Just a planet we'll have to live on where those deluded idiots wasted our resources on some boondoggle. Maybe this kind of concentration of power is a bad thing? I think we are going to get to those kind of questions once the party is over.
AI god is probably a bit of an exaggeration. You can explain it that they think they are building AI humans/robots. Which is an easier target.