David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

Bullish:

• $AIMODELS - AI capabilities are improving exponentially with models doubling autonomous operation time every 112 days, and revenue growth exceeding expert predictions.

  • “the scale at which these things are getting better and the speed at which things are getting better is really jarring”

    David·4:41

  • “the amount of time that an AI can operate autonomously without a human really has been doubling every a hundred and twelve days or so for the past six years”

    David·8:34

  • “Anthropix revenue last year was something like two x what experts who already I think were quite AI pill predicted”

    David·19:33
• $DATACENTER - Data center demand is extremely strong with all capacity booked far into the future, suggesting continued infrastructure buildout.

  • “everyone who is in that supply chain has all their capacity booked out so far in the future”

    Byrne·43:02

  • “I wouldn't be entirely surprised to see the AI companies just guaranteeing that they will take delivery on, you know, something from Siemens Energy or Jeeve in, you know, the year 2032 or whatever just so that they break ground on new manufacturing capacity”

    Byrne·43:09