this is unsexyto say but the most consequential ai investment of the next decade is (without doubt) hardware

the entire premise of AGI doesn’t work without silicon, infrastructure and a metric fuckton of energy
gpus, HBM, NAND, HBF, CPUs, server racks, power grids, generators, turbines, ASML lithography machines…
it’s all needed and so so heavily bottle-necked at the moment with no end in sight
what’s the point of having AGI if you can’t deliver it?
look at claude mythos. government is literally stopping anthropic from onboarding new users because it would impair their access to it.
look at apple anointing a hardware expert to lead the company
look at every the earnings reports from google, amazon etc. cloud AI infra
writing is very much on the fucking wall