AI and the Physical World

"There is a mismatch between our economy and the world we build around it: Our cities, our office buildings, and our housing system. But also, in a more figurative sense, our assumptions about work and success and productivity, and the institutions that we built to educate our kids."

This is a little nugget from my latest visit to the Bubble Trouble podcast, where I was grilled by Will Page and Richard Kramer about the future of work, the state of cities, the booming demand for energy and data centers, the unsustainable asymmetries of modern warfare, and why AI is a machine that turns electricity into anything people want.

Listen to the whole episode on Spotify, Apple Podcasts, Overcast, or wherever you get your pods.

There is so much happening in the world, pushing me to post a lot of hot takes about ... the parity between OpenAI's O1 and China's open-source models, the meaning of AGI, the relationship between intelligence, land, and energy, the type of skills that will be rewarded in the age of AI, the record level of office vacancy in the U.S, and how Crypto pyramids have taken over our politics — as I predicted in 2021.

I will explore some of these at length in the coming weeks.

Best,

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