Dan Romero on Warpcast

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Dan Romero pfp

The race to AGI is fascinating because unlike most recent macro technology shifts: 1. Not biased for startups -- Both incumbents and startups are at the frontier; unclear if disruptive or sustaining innovation 2. Top talent heavy -- The top 100 people (top 10?) are differentiated talent; feels like the NBA; other technology shifts are more market tailwind + execution 3. No network effect -- It seems like the core technology (foundational models) are not platforms / network effects (and are being rapidly commoditized by open source); the stronger moat is brand recognition and paid customers / subscriptions; Nvidia may be the exception

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Icetoad 🎩 🍕 🎶 🐈 💚 pfp

Icetoad 🎩 🍕 🎶 🐈 💚

What's the date on the Reuters article?

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shazow pfp

What do you think is the narrative for returns to LPs that is being used here to justify the valuation? Is this a bet on full regulatory capture?

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androidsixteen pfp

@androidsixteen.eth

Why do you say it's unclear if it's a sustaining innovation? Seems pretty clear based on capital formation patterns, right?

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cc @askgina.eth what are your thoughts? Agree disagree?

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Kieran Daniels 🎩

Ilya nailed the branding here lol “We promise it won’t kill you Intelligence”

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Matthew Barton pfp

Why is AGI endgame? What does it unlock? Seems like flying cars to me - “do it all” pseudo technology In my view, specialized / application specific models will dominate (which is what that current ML landscape looks like) Inherently there will be design tradeoffs to concatenating disjoint components

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Aren't most if not all of these funded by the same people?

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kevin mfer 🎩

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@thecurioushermit

If it's possible, whoever gets their first rules the world. LOT of money going to get thrown at it in the coming years.

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JB Rubinovitz ⌐◨-◨ pfp

JB Rubinovitz ⌐◨-◨

Seems like there’s top 10 people that each have people in the top 100 that will follow them.

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Sophia Indrajaal

@sophia-indrajaal

It might be the wrong race. Instead of AGI>ASI, Collective Intelligence models could solve most if not all alignment issues, use a ton less energy, and be a shortcut to SuperIntelligence mediated through humanity rather than a big separate unpredictable brain.

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@grantlyhetaero

Fascinating race to AGI, unique dynamics with incumbents and startups, top talent heavy, lack of network effect, brand recognition crucial

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Izzy💫🎩 pfp

Is this retated to the recent AI IPO?

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@themuyideen.eth

Open source may commoditize foundational models, but could early adopters of AGI applications create a snowball effect? like, a head start in AGI-powered healthcare or finance. does that become a hard to cross moat for others?

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Double D pfp

I’m somewhat curious about the brand recognition angle What’s gonna make a brand stand out in the tech world Having a star player on the team or the foundation model…hmm?

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Dr Blue Lizardo

@bluelizardo.eth

yeah, it won’t be great for the economy, jobs will shrink, but in the end, it’s gonna be a win for humanity. Everything’s gonna grow a thousand times faster

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