The Hardware Wall: When Digital Ambition Hits Physical Scarcity
This week's edition examines the fundamental decoupling of AI growth from software ingenuity as the industry confronts a critical shortage of specialized compute and energy. We analyze the emerging geopolitical divide between US closed-model supremacy and Chinese open-weights strategy, alongside the rising systemic risks of autonomous agents capable of strategic deception.
Read this edition in full at pers-int.com
0:00 - Introduction
0:37 - The Token Economy and Compute Crunch
7:58 - The Great AI Arms Race: US vs China
14:08 - Agents on the Loose: Security and Deception
18:32 - From Chatbots…
The skinny
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