The real read through on this in my eyes is frontier super intelligence in a compute/energy constrained world will go entirely to making it unconstrained—I.e all of the inference will be powering loops to discover new energy sources (fusion) and materials/chip design (efficiency)
New blog post on what would be true about the world if trendline continues and leading lab hits $1T in revenue by the end of next year.
In other words, why compute might get 10x+ more expensive in coming years