The Scaling Lie: What Dario Amodei Won't Say Out Loud
Dario Amodei told Dwarkesh Patel we're near the end of the exponential. Big Tech is spending $650 billion on AI infrastructure this year. One of these positions is wrong.
Strategic Insights
Business strategy and consulting perspectives
The $650 Billion Misdirection
Big Tech is spending $650 billion building AI infrastructure in 2026. The biggest beneficiaries won't be the companies writing the checks.
40 Minutes to Run Your Life: The AI Personal Infrastructure Stack
Personal AI infrastructure isn't theoretical anymore. People are managing email, calendar, documents, and memory through AI assistants running on their own hardware. Here's the actual workflow and why most people won't adopt it.