AI-native PE debate: ChatGPT's virality may have pulled timelines more than any breakthrough
R3gretting · x · 2026-10-25
A debate on AI capital structures: R3gretting argues that since compute drives capability progress and revenue growth funds continued investment, AI-native private equity approaches are critical — and ChatGPT going viral 4 years ago probably pulled timelines further than almost all breakthroughs since. Citing Carl Shulman's Dwarkesh appearance: growth stays marginal until full automation, then can turn explosive — humans in the loop are a 'gorilla in a china shop', and if humans are the bottleneck under an Amdahl's-law view, explosive growth follows.
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