Part 3/20:
The speaker is confident that achieving a "digital god level" of intelligence is inevitable. This level would see AI systems matching, or even surpassing, human expert intelligence—such as a senior Google engineer—creating software value in the trillions. However, the primary bottleneck is clear: the amount of compute available. The infinite potential of AI is likened to a bubble on the verge of bursting, driven by the idea that the limit of AI is infinite, yet current bottlenecks hinder its rapid ascent.
The Compute Arms Race: Big Tech's Strategy and Alliances
A detailed analysis follows on the strategic collaborations among OpenAI, Nvidia, Microsoft, Oracle, and other major players.