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. Each is worth a trillion dollars only to the degree it can stop being the thing it is famous for.
- The intelligence illusion Every time AI does something we said would be impossible, we shrug and decide that task didn't need intelligence after all. We've been doing this since chess, and it's worth asking what will be left when we run out of things to move.