- ASI is really, really close and no one really knows what the economic returns to superintelligence will be. If a $100 billion reasoning model trained on 100k plus Blackwells (o5, Gemini 3, Grok 4) is curing cancer and inventing warp drives, then the returns to ASI will be really high and training capex and power consumption will steadily grow; Dyson Spheres will be back to being best explanation for Fermi’s paradox. I hope the returns to ASI are high - would be so awesome. 5) This is all really good for the companies that use AI: software, internet, etc. 6) From an economic perspective, this massively increases the value of distribution and unique data - YouTube, Facebook, Instagram and X.
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