18 Charts to Understand the AI Super-Cycle
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It’s clear that we’re in the midst of a generational shift. $IBM(IBM)$ $HP Inc(HPQ)$ $Dell Technologies Inc.(DELL)$ $Intel(INTC)$ $Cisco(CSCO)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Tencent Holding Ltd.(TCEHY)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$
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Why? Because AI will boost productivity like we have never seen before.
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It will impact all kinds of industries.
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Because everyone is now a programmer. The new coding language is English.
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That’s why ChatGPT has been of the fastest growing companies in history.
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Now, everybody has access to PhD-level intelligence right in their pockets.
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And it’s getting cheaper every day.
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But we’re still early.
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AI Superintelligence is just a matter of time.
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But what about the scaling laws? Will AI continue to progress as it has before?
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Yes, we’ve just scratched the surface.
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There’s still so much more data that we haven’t included yet.
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And hardware is getting better too.
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And it’s been mostly text. But there’s a ton more data when we look at images, videos, synthetic data, and agents.and agents.
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AI agents are already here. We’ll be working with AI agents as we do with colleagues.
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And they will be able to talk to each other and improve on their own.
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Soon, they won’t just be confined to software. They’ll also exist in our physical world.
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