The leap from 2 to 3 is entirely about verification.
Anyone can spin up thousands of agents, but without automated evaluators you just scale noise. The teams building robust programmatic verifiers are the ones quietly turning raw inference into real discovery.
there are 3 groups of people using AI right now:
1) uses chatgpt as a better google. est ~billions
2) uses agents to code and be productive. est ~millions.
3) uses frontier models and 1000s of agents to do math, science, and other insane things that were previously impossible.
only ~hundreds are in group 3 rn.
remember this time last year, how barely anyone was using agents and now it's completely changed software.
now what happens when superintelligence is released and explodes too?
i cant believe so few people understand.
demand for intelligence isn’t fixed. every breakthrough creates MORE demand.
more GPUs. more CPUs. more memory. more power. more data centers.
jevons paradox is insane.
insiders (execs, channel checks, etc) are forecasting demand INCREASING into 2030+.
rn stocks are getting murdered over rates and financing concerns.
show me a single hyperscaler cutting capex. or GPU prices collapsing. or customers cancelling contracts.
then i’ll worry.
until then, we’re confusing a temporary financing problem with a generational demand story.
rates will stabilize. geopolitical tensions will pass.
the race to superintelligence isn’t stopping.
buy the fucking dip.