Using AI well is ultimately a capital allocation problem, argues this thread

curious_vii · x · 2026-08-26

The author argues that at any time a business has one core goal or bottleneck to point the 'coin-operated computer' (AI compute) at, and you're best off spending as much as possible to blast through it — then compressing the resulting traces (digital exhaust containing sparse reward signals) into something operational and scalable: software, data, qualification criteria, a harness for lower-cost weights, maybe the weights themselves someday. Proper use of AI is ultimately a capital allocation and management problem — 'revenge of the economics degree holders and MBAs,' says the author, who holds both.

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