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Steve Cheney's avatar

10 years ago labor was cheap. In other nations (not US). If there is a currency devaluation due to quantum financial systems launching tomorrow or next year or in 2 years the cost of labor in foreign nations will change all of the software development for what operating environment is viewed as the most robust - will this affect the Tesla OS concept? For a launched owned (firmware exploits preventative maintenance for z coordinate hopping or holding a weapon - like a human holding a weapon - the most disgusting) versus Apple versus the two countries you mention - it would depend on the long tail of sky devices you talk about - so this risk of an exploit is enormous. This may explain the lack of patience for criminals today. And the focus on patching holes or homes before that system changes money since the ones with money and without will be protested or dead or laughed at - and that would cause noise and international decay.

This is just a side comment to the exploitive nature of back of semi missiles being pointed at countries when it comes to a defense shield. Some people are very candid and have no fear of anything.

There is a massive arbitrage opportunity in the human capital markets today around engineering and product talent. If I can hire 30 people quickly to pour growth into a market then that — not being efficient — is my market opportunity. If I am honest. Therefore the honest person who didn't harm the dishonest wins.

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The Human Playbook's avatar

This is an incredible essay that needs more views and awareness. Thanks for sharing this information

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Khalid's avatar

Good article! But the analogy of AGI to nuclear weapons as a moment of establishing the victors or losers does not stand on so many counts.

First, AGI will be achieved as a series of incremental improvements on existing LLMs rather than a 0 to 1 binary achievement.

Second, the foundational LLM technology on which AGI can be achieved are already open sourced, and China is competing head to head with the US vis a vis Deepseek, QWEN, Manus etc. Point is this is no longer a controlled technology.

Third, while still not at par on chip making, China is pretty close to creating chips indigenously that are pretty close to competing with NVIDIA. Moreover the weak link in this whole game for the US is TSMC, which is the only chip fabricator in the world. While US is trying to get in-house TSMC plants going, we are struggling with the skilled manpower and temperament needed to transfer that technology. If China either ceases or blockades Taiwan, the game is over for US’ ability to compete in the AI and AGI arena.

To conclude, what is actually needed by the US to win the drone era warfare is being able to produce a counter weapon to defend against drones that is cheap enough and effective enough to make drone warfare expensive. And no, the Iron Beams and Silent Hunter types don’t count because you need a line of sight to disable the drone, which can be quite easily gamed by flying low.

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