Analyst: Everyone Underestimates Non-AI R&D Acceleration — It'll All Be Ripping Anyway
teortaxesTex · x · 2026-11-13
teortaxesTex argues that nearly everyone, including states and many frontier-lab insiders, severely underestimates how much non-AI R&D will accelerate. Even without superhuman AI, fields like optics (e.g. Zeiss) are less non-parallelizable than assumed, and catch-up roadmaps from companies like Huawei are deluded. But that doesn't preclude American labs with superhuman AI solving exponentially harder problems from higher ground.
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