Is AI investment optimising the wrong path?

Here’s a little conundrum to get your brain started this week: What if LLMs represent a local maximum?

What if all the investment pouring in is simply optimising something which is ultimately a dead-end?

If world models – or some other formula we haven’t named yet – turn out to be the actual endpoint for digital intelligence, what happens to the hundreds of billions already committed?

A bubble bursts? A new one takes its place? And we’re back to asking how much confidence we should have in that one, too?

With those questions burning a small blackhole into the back of your brainstem, everything else this week should seem slightly easier to tackle.

You’re welcome! Happy Monday.