AGI as task time horizon vs meetings — and why fabs should train their own models

jwt0625 · x · 2026-09-11

The author half-jokes that AGI could be defined as task completion horizons exceeding the p99 of mean time between meetings — explaining why the flashiest demos of frontier models land on long-horizon, low-coordination tasks like math puzzles or Blender modeling, where practical challenges reduce to compute plus a SOTA model.

But at hundreds of millions in compute burn, extra hoops get cheap: a chip tape-out (hundreds of millions) is under 10 MW of compute, and a leading-edge fab's capex is under 1 GW. "What a weird time."

He suggests TSMC and other fabs should spend some capex on compute and train their own models — worst case, pivot it into a neocloud for faster payback than fab capex. (Image: a 4-channel optical true time delay chip from VTT's 3μm SOI platform.)

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