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Chamath revealed that his company found AI token costs double every 45 days while downstream productivity improves by at most 5%. He believes AI development is approaching a bottleneck and suggests companies reconsider their strategies or even consider exiting.
The article argues that the real bottleneck for AI is not compute power but software reliability in long multi-step tasks, suggesting that even orbital data centers won't fix the fundamental issues with agent drift and failure detection.
MIT Technology Review's daily newsletter covers a startup claiming a breakthrough in making LLMs faster and more efficient, sparking skepticism among experts, and reports on the surge of brain-computer interface trials, including a man with ALS who is a 'power user' of a brain implant.