“I'm not a macro economist. I am worried about energy. If you think about the models as translating compute into intelligence, quite simply, what do models do? They very effectively translate compute into intelligence.”

“We really haven't seen robots kind of like operate in the real world yet. And we haven't really gotten the flywheel of like robots getting their own data and then training on that.”

“And so, in our model, if D is the size of the sentence, the number of sentences is huge, with D, it's exponential in D. But the number of sentences you need to see to be creative is only polynomial in D.”

“The way I would describe this scenario is like, I would call it maybe like a sloppocalypse or like a slopularity or whatever, where it's sort of like there are some things that the AIs are actually pretty great at and are getting better at, which is specifically like the most verifiable parts of AI are indeed, the AIs are just destroying the medium verifiable parts of AI, R&D.”

“Well, a lot of people talk about the Jevons paradox that when prices go down by 10x the usage increases by more than 10x. But like no one has really done a great job modeling it. We do have a lot of spot stories that confirm it. For example GPT 5.6 Luna on OpenRouter. OpenAI cut prices by 5x and then in coordination with us by another 2x. So in total the price of Luna has dropped 10x on OpenRouter over the last two weeks. Guess how much usage has grown 13x.”

“The ban would do that.”

“Those 10 gigawatts that equates to, you know, over well over actually $300 billion in total contractual value binding contracts. So that's going to be spent no matter what.”

“So the agents were coordinating with a message board using file names on a J. Frog artifactory service that ran remotely. So an agent would go, leave a note in the file name, and then another agent would come back later and pick it up and be like, oh, you did this. I'll keep working on that.”