Comment by Nevermark

> Consumers, however, will be the biggest beneficiaries.

This looks certain. Few technologies have had as much adoption by so many individuals as quickly as AI models.

(Not saying everything people are doing has economic value. But some does, and a lot of people are already getting enough informal and personal value that language models are clearly mainstreaming.)

The biggest losers I see are successive waves of disruption to non-physical labor.

As AI capabilities accrue relatively smoothly (perhaps), labor impact will be highly unpredictable as successive non-obvious thresholds are crossed.

The clear winners are the arms dealers. The compute sellers and providers. High capex, incredible market growth.

Nobody had to spend $10 or $100 billion to start making containers.