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While I want both to be true, he's betting against governments wanting actionable intelligence on each and every citizen (although the moat there is shallow, easy for someone else to start a race to the bottom) and massively parallel processors becoming less valuable (remember how smoothly they switched from crypto to AI?, remember when you could buy a gaming video card for less than the rest of your computer, likely another bubble in the wings) plus the whole circular investment is propping up the entire US economy situation, the epitome of too big to fail (without the whole US economy going tits up, which given the current situations is distinctly possible). Actually 8:2 sounds ballpark, but I doubt he's not hedging his bets.
Not at all... governments can keep that even if ALL commercial AI disappears today. The gov wanting this would keep the tech alive but not commercially viable at all; if anything, the gov would prefer to have it all to themselves and keep whatever advantage it's supposed to provide.
AI, in and of itself, if not more privacy intrusive than: cellphones, facebook, google suite, etc
A thing they already had and this doesn't help with
That burns out in like two years
...
I was just watching some videos about China's system they've already been exporting for a tenth of the price
Also the anerican system they had a decade ago.
Governments that think AI can reliably automate this don't understand the technology.
Nobody who thinks this has a broad use case unferstands it
They don’t care about the “reliably” part.