Arohan: AI's shale-oil moment would be a breakthrough that shifts intelligence's supply curve

_arohan_ · x · 2026-10-21

Arohan draws an analogy: shale oil transformed the supply curve of energy, and the equivalent AI breakthrough would transform the supply curve of intelligence — dramatically lowering the cost and expanding the supply of intelligence. "Let's just do that," he writes, framing this as the field's real goal.

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