Compute is the first crux of AI takeoff: substitution estimates diverge wildly
austinc3301 · x · 2026-11-10
The author argues the first crux in takeoff models is compute: more AI researchers only help if there's compute for experiments. Estimates of how well AI labor substitutes for compute range from 'easily' to 'barely' — Whitfill & Wu get both, depending on how compute is measured.
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