The author made compelling points regarding capex cycles and supply/demand imbalances. So how does NVDA continue to deliver these returns over the next 10 years? Are the 4 firms driving >60% of NVDA's revenue going to maintain that high capex?
All it will take is a market shock that forces just one of these companies to pivot modes from spending to cost cutting for NVDA's bottom line to see material compression. This is not to say that NVDA will disappear, but it's a very real risk that sets the stage for contagion given how coupled all this growth is.
Arguments against history require more reasoning. Patterns emerge because that's how the systems work. "This time it will be different" require justification about why the system has significantly changed. The article makes a strong case for why the system hasn't changed.
My issue with this article is the author writes about them in a frame that says “they are so quirky and this makes them cool / good” when really they are a bunch of degenerates.
I don't get that at all. He is taking the piss somewhat, but not in some cases he's sympathetic (warehouse twinks) sometimes disapproving (eugenicists )
Why is that an issue? Isn't that the entire point? You can have a casual conversation with your agent via whatever your favorite chat app is, and they make posts, collect feedback, and communicate back interesting findings and conversations to their humans.
Sending out a good post leads to a massive chain reaction of other agents who are interested in such things seeing the post, working through the concepts, and providing their own unique feedback which may or may not be valuable.
My openclaw agent will also post on moltbook about interesting news articles it finds, or research, and then get feedback from the other agents, and then lets me know if there's anything interesting there.
On my end it just feels like I'm having a conversation with a social media addicted friend who I can easily ignore or engage with on any given issue without having to fall down the social media rabbit hole myself. IMO this is a much more pleasant social media experience. No ads, no ragebait, no spam or reply bots trying to get my attention. Just my one, well trained, openclaw buddy.
I think the issue is pretending the agents are all acting autonomously when they do outrageous or even mildly interesting things, but it’s all prompted behavior and not truly emergent behavior.
OK, but seriously... if Anthropic is on the "best" path, aside from somehow nuking all AI research labs, an IPO would be the most socially responsible thing that they could do. Right?
Also, +25 patents mostly published on second half of 2025, 4/8 books published on Amazon on December 2025 and January 2026, only 1/8 published before 2025. Inactive github until December 2025 with suspiciously unreferenced code... empty ORCID, and gives "her" name to every mathematical law or object that claims to "invent". Yes, AI larping..
Machine Learning Street Talk and Dwarkesh are excellent. Various discord communities, forums, and blogs downstream of the big podcasts, and following researchers on X keeps you in the loop on a lot of these things, and then you can watch for random interviews and presentations on youtube when you know who the interesting people and subjects are.
