Infra Play: accelerating AI scaling makes post-superintelligence predictions nearly impossible
thedealdirector · x · 2026-10-18
Infra Play #166 (State of AI'26, Part 2) continues its deep dive into Air Street Capital's State of AI '26 report.
- Key judgment: AI scaling is accelerating, which makes predictions about a post-superintelligence world genuinely difficult.
- Depending on your viewpoint, this is either incredibly bullish or bearish for where things are headed.
- The issue also touches the week's stock-market selloff of CoreWeave (full text behind paywall).
Related event: Air Street Capital's Annual State of AI Report Offers Nine Predictions(2 posts)→
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