AI Supremacy Do people really want datacenters, robots and AI overlords? This is going to become a problem. The robotics flood is near. 🤖
👋 *Hey there, I’m Mike. Each week I share AI articles at the intersection of tech, business, society and the future. If you want to support the channel or gain full-access to my work, go here. Read Archives | See Substack Notes | Visit our community Chat | Visit Homepage. I’ve been tracking robotics and I’m noticing a significant convergence with National Defense spending. It’s a DARPA moment coming for our citizens, cities and economies. *
Good Morning,
I want to share what I’ve been thinking about recently as an emerging technology analyst but also from a humanitarian and civilization based perspective. How this trend scales and compounds is going to be extremely capital intensive.
“Automation, tighter labor markets and a transformed future all within one generation. But at what costs?” #
What happens when our capacity to build the future outruns even the leverage of our capital systems? When it’s pushed so aggressively, people and communities begin to rebel? The AI, datacenter and robotics capex is going to find out. I am starting to become a little bit concerned. Venture Capital and BigTech are beginning to diverge from the public good in a new era of Neo-Nationalism. A dominant State backed position towards the future of technology is taking shape in the 2020s.
For America’s financial elite, funding AI datacenters, AI chips and HBM chips has been so profitable they will surely do the same thing with robots and physical AI. This is related to the proposed increase in National defending funding that will pour into drones, rocket companies and space-technology as well. At time when America’s national debt is becoming unsustainable - they will do so at a great cost to future citizens and passing it on to future generations. As I track AI’s development and Venture Capital trends this movement seems increasingly unhinged from what consumers and citizens actually want (more on this in future articles). It’s at a scale of capital expenditures, R&D and funding that is fundamentally divergent from the past. It will profoundly change the human order of things. A capital frenzy period before a decade where a debt crisis will linger like a coming Tsunami. The robots and debt are coming and this introduces a new Geopolitics and pro-innovation and Defense style of Government that we have not seen in many generations (ironically becoming more like China). Including Physical AI in Silicon Valley and Wall Street’s push of AI, that appears to be the next phase in an organized mechanism to extend the stock market boom by several years.
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