8 Predictions for the Era of Continual Learning

8 Predictions for the Era of Continual Learning – Dwarkesh Podcast

Market views

Bullish

AILABS— Continual learning will create significant moats and switching costs for leading AI labs, enabling them to demand high profit margins similar to cloud providers. Labs with better models will attract more users, receive more feedback, and improve faster, accelerating returns to being ahead.
AMZN— Cloud providers like Amazon earn high profit margins despite offering undifferentiated services due to significant switching costs. The speaker draws a parallel to how AI labs will achieve similar economics through continual learning.
GOOGL— Google's cloud business earns high profit margins due to switching costs. The speaker also references Google's strategy of subsidizing search to gain user data, which AI labs may replicate.

Not investment advice.