Tagged intelligence
2 essays
- The bet against itself Intelligence is deflating about fifty times a year, and the companies that make it are filing to go public at the largest valuations in history. The contradiction resolves once you see that none of them is priced as a model company - Anthropic is an enterprise bet, OpenAI a distribution bet, xAI a compute bet - and each is worth a trillion dollars only to the degree it can stop being the thing it is famous for.
- The intelligence illusion AI keeps hitting milestones that used to sound terrifying, and they keep landing as boring. That reaction says something specific about what intelligence actually is.