u/Traditional_Nail1164

The author argues the widely discussed AI 'slowdown' is only relative to a hypothetical future pace, not the current pace, and cites Dario's essay saying 'it will still seem fast'. Because demand for new chips is still going to explode, the slowdown narrative does not undermine chip demand. The author adds that frontier labs are really trying to extend their own runway because recursive self-improvement threatens their own purpose. Main risk implied is that a genuine slowdown would reduce chip demand.