Apple may have redefined patent law around 3G and 4G licensing, but fundamentally, it did not actually succeed in stopping its competitors with intellectual property lawsuits. So, you go from copyright to patent and now trade secrets, which is the third big intellectual property, and Apple's doing it again with OpenAI. My big question is whether OpenAI can just pay the money the way that Microsoft and Samsung were able to just pay the money.
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I think it comes down to whether you think AI is more Oil or God, more 'an economically useful commodity that can be scaled and refined to act as a multiplier on everything we do' or 'supremely intelligent and powerful being that's going to wake up and make humanity subservient (if we're lucky).'
Packy McCormick
Why I think we've hit an intelligence overhang and what that means for which model variables actually matter now
Claire Vo
There is a potential '2008 real estate' analogy in AI infrastructure. Hyperscalers and neo-clouds have built data centers based on promises of future compute purchases, creating a credit-like structure tied to tenants whose long-term profitability is uncertain.
Bryce Elder