Comment by lisbbb

I don't think so about the gpus. It's a sunk cost that won't be repurposed easily--just look at what happened to Nortel. Did all those PBXs get repurposed? Nope--trash. Those data centers are going to eat it hard, that's my prediction. It's not a terrible thing, per se--"we" printed trillions the past few years and those events need a sink to get rid of all the excess liquidity. It's usually a big war, but not always. Last time it was a housing bubble. Everyone was going to get rich on real estate, but not really. It was just an exercise in finding bag holders. That's what this AI/data center situation amounts to as well--companies had billions in cash sitting around doing nothing, might as well spend it. Berkshire has the same problem--hundreds of billions with nowhere to be productively invested. It doesn't sound like a problem but it is.

My humble take on AGI is that we don't understand consciousness so how could we build something conscious except by accident? It seems like an extremely risky and foolish thing to attempt. Luckily, humans will fail at it.