@poppinnow44
Marc Andreessen on AI π https://www.youtube.com/watch?v=xRh2sVcNXQ8
AI products scale at internet speed and already generate real revenue where demand exists. Todayβs chip and data center shortages will drive massive buildout, pushing AI costs sharply lower over the next decade.
NVIDIA leads, but AMD, hyperscalers, and custom chips are closing the gap β AI chips will likely be cheap and abundant in ~5 years.
The AI race is US vs China. Economies are deeply linked, China prioritizes employment, and the US controls ~1/3 of global consumer demand.
Competition is intense: OpenAI β Anthropic β xAI in just a few years. Tech panics over job loss happen every cycle β this one is no different.