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The only thing AI needs to do to demonstrate its value is replacing jobs at scale. Until it happens, it’s all capex and opex bs and hobby projects.



Yes, and I think we're on the way to that happening in chunks of the economy, but it's not going to be overnight, there are still a number of improvements to make along the way. I am willing to bet my time working on it that we will be replacing many jobs in the next few years.


Maybe Musk will show to all how it’s done starting with robotaxis, however looking at current state I wouldn’t bet on it, at least not anytime in near future. Buying more gpus will definitely not be the thing that solves this.




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