The AI Boom’s Multi-Billion Dollar Blind Spot

Everyone's betting on AI getting smarter. The amazing thing is they can reason. We're just at the beginning of the reasoning AI era.Smarter models, sharper intuition, superintelligence. I think we'll get superintelligence, and I would guess that it will be a continuation of this trend that humanity has been on for 100 plus years. Fueling explosive new demand for compute.The amount of computation necessary to do that reasoning process is 100 times more than what we used to do. And companies going all in, spe ...