July 19 Data Centers and AI Update

This week’s update covers-

  • Uniqueness arguments both ways on the China-US AI leadership race
  • Leadership race link cards
  • AI advances; AGI soon (2026); ASI (2027-8)
  • NEW argument: Status quo approaches (massive LLMs –> industry collapse (they are financially unsustainable)
  • NEW argument: Massive AI distribution is needed to avoid AI dominance by one company/one actor
  • AI good (economy); AI bad (killer robots)
  • Updates on climate and water