the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.
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Automation is a lie. We will read way more AI-generated writing and we will like it.
Dan Shipper
AI, however, depends on data centers in the physical world, and building data centers needs permission. This gives normal people the sort of veto power over AI they didn't have in the face of globalization; I make the case in Monday's Update and on Sharp Tech that understanding this dynamic is more important that trying to correct misinformation, which is a symptom, not a cause, of data center opposition.
Ben Thompson
AI is a mirror, not a crystal ball. It reflects ourselves back to us because it was trained on our words. When we wonder why it's boring or corporate, it's because we're boring and corporate!
Noah