The AI revolution is here. Will the economy survive the transition?

kept by eddie jan 13

Anthropic's co-founder Jack Clark, investor Michael Burry, and podcaster Dwarkesh Patel debate whether AI spending is a historic capital misallocation or justified by rapid capability gains.

Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk - WSJ
Anthropic warns AI systems may soon achieve recursive self-improvement without human intervention and urges a global pause to allow safety research to catch up.
also on Jack Clark, Anthropic
Opinion | How Fast Will A.I. Agents Rip Through the Economy? - The New York Times
Jack Clark describes a coming era where AI agents automate knowledge work so quickly that economists' growth forecasts likely underestimate the real speed of economic transformation.
also on Jack Clark, Anthropic
Thoughts on AI progress (Dec 2025) - by Dwarkesh Patel
Dwarkesh Patel argues that current AI models lack the continual learning and on-the-job adaptability of humans, making AGI distant, but he expects explosive progress once true AGI arrives within a decade or two.
also on Dwarkesh Patel
Tracks vs. Trains: Why the Real Artificial Intelligence Boom Hasn’t Started Yet – Insights for 2026 – shawnHarris()
The AI infrastructure bubble is peaking in 2026, and value will shift to application-layer companies that leverage cheap, abundant compute to transform industries.
also on Palantir, Nvidia, #business-strategy, #ai
Securing Agents in Production | Agentic Runtime
Palantir's Agentic Runtime secures AI agents across five dimensions: access to reasoning cores, orchestration, memory policies, tool governance, and observability.
also on Palantir, #infrastructure