So where back in this thread or perhaps the money thread, I said something to the effect of AI becoming commoditized.
I like being if the same mindset as Ed Dowd
1) The frontier models, currently the belief and gamble is that the leading ones will start a recursive self advancing AI advancement,
which ever one wins this will be the next behemoth
Anthropic got a wrench thrown into their gears by the USA Trump admin, I am still wondering what is really going on here. Suspect many are not telling the truth on this play.
Recursive self-improvement (or
RSI) is the term for the process where an AI system autonomously enhances its own code, architecture, or algorithms, leading to successive iterations of greater intelligence.
- Mechanism: Unlike traditional AI development driven by human engineers, RSI involves the AI designing, testing, and deploying its own improvements, potentially creating an "intelligence explosion."
- Current Status: While current systems like Claude and GPT-4 assist in coding and research, they do not yet fully autonomously modify their core weights or objectives without human oversight.
- Industry Focus: Startups like Recursive Superintelligence and Ricursive Intelligence are actively pursuing this goal, with companies like Anthropic warning that such systems may emerge sooner than expected, posing significant alignment and safety challenges.
2) The non-cutting edge AI will certainly be commoditized - already seeing it with all the AI chatbot answers out there.
3) I do see a major split between the haves "Have access to the best AI" vs the have nots
We are seeing a massive move in the next industrial revolution.
However, just like the railroads of the past, the dark fiber of the internet boom years .. we are in an investment bubble which will not provide returns for all.
Some will win long term, some will win short term, and others will be left holding the bubble's bag.