Strong opinion, loosely held — over the course of the next 50 years AI deployed via hardware will have an order of magnitude more impact than AI deployed purely via software. 

Think industrial production, manufacturing, energy, transportation. All orders of magnitude bigger than software.

co-founder stelo.com. theoretical cs phd dropout. into math, music, ml, macro, markets, surfing, writing amandhesi.net

This video about return of analog computing by Veritasium: Specific AI functions at the edge.

https://youtu.be/GVsUOuSjvcg

Was a commonly held belief in the first waves of AI in 60’s and 70’s - check out the search term “embodiment”!

I absolutely agree with this. I think the centralization idea that there will be one giant AI that rules the world from a data center will get eroded pretty fast.

Awesome take. 

Hardware moats can be > software moats. Companies may not grow as fast and capital structure def not the same, but really hard to dislodge when you have defensible, physical intellectual property at scale.

It seems like if you could implement common sense optimization more homogeneously (eg via AI) a lot of dumb bullshit wouldn’t happen 

(SOLH)

it already is with assistants and self-driving!