AI compute is projected to consume an unsustainable amount of US energy (20% by 2028).
The US is falling behind China in the growth of energy production, a key input for AI dominance.
Governments and institutions are not adequately preparing for the societal impact of rapid AGI development, even when assigning it a significant probability (e.g., 20%).
Opportunities Identified
Delegating complex, multi-hour software engineering tasks to highly competent AI coding agents.
Building new product categories based on managing and orchestrating fleets of autonomous AI agents.
Applying the rapid capability gains seen in coding to other complex domains like law and medicine.
Leveraging increased investment in Reinforcement Learning (RL) to unlock further significant gains in model performance.