Drjohnmillar·1d agoAI Could Create a World of Winner-Take-All EconomiesAI Could Send the World’s Capital Flowing Uphill to Its Richest EconomiesA response icon1A response icon1
Drjohnmillar·Nov 5The $9 Trillion AI Infrastructure Boom Really Is Different This TimePrevious infrastructure booms left behind valuable networks and ruined investors. This one has two important protections: customers are…
Drjohnmillar·Oct 24Tesla’s Real Advantage in Robots May Begin After Production StartsTesla Can Build Optimus Before It Can Make It Useful. That Is Where the Race Really Starts
Drjohnmillar·Oct 18Will the AI companies Amazonise the software and services industries?AI companies are turning their subscriptions into competitors for software and services that people currently buy separately. OpenAI has…
Drjohnmillar·Oct 14When AI Can Do Everything Better, What Makes a Human Valuable?AI and robotics are likely eventually to perform almost every task better and more cheaply than humans. This raises a question more…
Drjohnmillar·Oct 8AI Will Revolutionize Science Without Requiring AI GeniusesFor most of human history, scientific progress has been limited by the amount of human attention available.
Drjohnmillar·Oct 2What Happens to the Subscription Economy When AI Agents Review Every Payment?Subscription businesses have spent the past two decades making revenue more predictable. Instead of selling a product once and persuading…
Drjohnmillar·Sep 29Could AI Agents Break Fractional-Reserve Banking?Banks perform a useful trick. They let customers withdraw money from checking and savings accounts at short notice, while using much of…
Drjohnmillar·Sep 25How Will AI Shopping Agents Change Amazon and Retail?Amazon’s decision to block Meta’s Muse shopping agent looks, at first, like a technical dispute over access, security and authorization. In…
Drjohnmillar·Sep 15Google May Already Be Showing Us Its Route to AGIGoogle May Already Be Showing Us Its Route to AGI
