A risk I see is China blockading Taiwan and/or limiting trade with the US and thus slowing AI development until a new equilibrium is reached through onshoring (and maybe recycling or novel sources of materials or something?)
On the other hand maybe even the current LLMs already have the potential to eliminate millions of jobs and it’s just going to take companies a while to do the planning and integration work necessarily to actually do it.
So one question is, will the resulting increase in revenue offset the revenue losses from a proxy war with China?
A risk I see is China blockading Taiwan and/or limiting trade with the US and thus slowing AI development until a new equilibrium is reached through onshoring (and maybe recycling or novel sources of materials or something?)
On the other hand maybe even the current LLMs already have the potential to eliminate millions of jobs and it’s just going to take companies a while to do the planning and integration work necessarily to actually do it.
So one question is, will the resulting increase in revenue offset the revenue losses from a proxy war with China?