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worth revisiting this article if you’re having second thoughts about an AI allocation being 100% dedicated to moar compute and consistently exponential improvement rather than periods of incrementality punctuated by large adoption of exponential improvements
23.4.2025
so, are we allowed to talk about AI again?
if yes, we’ve just updated our view on AI and outlined the second phase that we first laid out in may 2023.
if no, my apologies.
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