Nuclear AI

Another underrated benefit of this AI boom is that it's finally putting more focus on infrastructure. Microsoft already has a contract for a nuclear fusion power plant in 2028. whether or not they are able to get their reactor (on time or at all), there is finally money behind fusion research, and more money going into general electrical infrastructure.

Just stop passing the electric bill onto non related residents...

Source: https://www.forbes.com/sites/christopherhelman/2025/11/21/how-ai-is-ushering-in-a-new-nuclear-age/

Don’t Buy Hardware

I've seen a lot of big bets about ai hardware, but I can't disagree enough. AI is in it's early Uber stage, vc money is being pumped in to attract users and beat competition. Buying hardware would be like taking a taxi, why not let vc pay for part of your ride?

As ai changes, so to does the ideal hardware to run it. When hardware is at a premium, and most AI startups lose money on compute, why would I invest when it will depreciate in 3 or so years? (while other companies are playing funny financials to extend depreciation out to 5-7 years to make cards more valuable to investors, Amazon recently lowered the target from 6 years down to 5 years).

Source: https://www.technologyreview.com/2025/11/19/1128119/quantum-physicists-compress-and-deconsor-deepseekr1/amp/

Data or Evolution?

While it's exciting to see the amount of data required to train a model shrink, I wonder if people have the right framework for training. Instead of looking at training as all the examples it takes a bot to learn a task, it might be more accurate to view training as evolving the brain of the bot. If we take the metaphor of the brain as the hardware for ai, training is not having a bot learn how to do a task it is already biologically programmed to do. IT IS learning what structures it needs to compute the problem. Imagine trying to see without the occipital lobe.