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760 points MindBreaker2605 | 2 comments | | HN request time: 0.517s | source
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mehulashah ◴[] No.45899804[source]
Most of the folks on this topic are focused on Meta and Yann’s departure. But, I’m seeing something different.

This is the weirdest technology market that I’ve seen. Researchers are getting rewarded with VC money to try what remains a science experiment. That used to be a bad word and now that gets rewarded with billions of dollars in valuation.

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gdulli ◴[] No.45900784[source]
If a "science experiment" has the chance to displace most labor then whoever's successful at the experiment wins the economy, period. There's nothing weird or surprising about the logic of them obsessively chasing it. They all have to, it's a prisoner's dilemma.
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0_____0 ◴[] No.45900867[source]
Fusion power has the chance to displace most power generation, and whoever is successful at the experiment wins the energy economy, period. However given the long timelines, high cost of research, and the unanswered technical questions around materials that can withstand neutron flux, the total 2024 investment into fusion is only around $10B, versus AI's 250+B.

Why are these so different?

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1. benlivengood ◴[] No.45901920[source]
Energy is only ~10% of world GDP whereas AGI might be 25-75% and if paired with advanced robotics would be closer to 100%.

Capital always chases the highest rate of return as well, and margins on energy production are tight. Margins on performing labor are huge.

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2. Keyframe ◴[] No.45902231[source]
AI does need a ton of energy to function, so far. So there's that.