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@rakslice Did you see Sequoia Capital's analysis of what's going on in game-theoretic terms? Not the AI startup grifters, or the GPU manufacturers selling shovels during the gold rush, but the existential terror that's got Microsoft/Google/Amazon/Apple/Facebook and hangers-on all panicking and shovelling billions into the sector?

This made sense of it to me—the missing piece of the picture. The implications are terrifying.

https://www.sequoiacap.com/article/ai-optimism-vs-ai-arms-race/#