by Peter Zeihan on January 3, 2025

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Today’s AI technology, while promising, isn’t quite ready for widespread application. I’m not talking so much about AI’s capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way.

For AI to manage vast amounts of data, it’s going to need specialized chips which are still in development. So, give R&D a couple years to figure that out, and then another decade+ for production and supply chains to get sorted out. Without these new chips, power demands are going to skyrocket (because the current, inefficient chips suck up power like nobody’s business). Until those new chips arrive, the US will have to decide which industries will be getting the limited chips that are available, like agriculture, defense, or finance.

While a delay might seem like a bad thing, especially for those who are ready to let AI do their job while they’re sipping Mai Tais on a beach somewhere…it gives us time to figure out how to address all the problems with AI and what its actual impact will look like.

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YouTube Video Link: https://youtu.be/_XXBPzeMgaM

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