Strong upvoted but I figured I should comment as well. I agree with Ryan that the effect on chip supply and AI timelines is one of the most important dynamics, perhaps the most important. It’s a bit unclear which direction it points, but I think it probably swamps everything else in its magnitude, and I was sad to see that this post doesn’t discuss it.
Strong upvoted but I figured I should comment as well. I agree with Ryan that the effect on chip supply and AI timelines is one of the most important dynamics, perhaps the most important. It’s a bit unclear which direction it points, but I think it probably swamps everything else in its magnitude, and I was sad to see that this post doesn’t discuss it.