Dr. Alexander Wissner-Gross

So I think token maxing and claudonomics or lamanomics, whatever we want to call it, is probably directionally the trend of the future where for the first time, senior company management has visibility into effectively most of the cognitive power and how it's being spent on a per employee basis.

His recommendation is you spend the maximum amount possible on NVIDIA GPUs.

Yeah, I think both narratives can be true at the same time.

I think if you add in the word net, massive net jobs boom, then both of the narratives immediately become compatible.

There is going to be a lot of dynamism with some job categories going away, others, new ones coming into existence.

And net job loss, probably not.

I would guess, and I'm betting that there's going to be net job creation, just exotic new jobs like one person AI conglomerates will be created if you want to call that a job.

But on balance, many jobs will also disappear.

But this is, you know, this is how we get massive economic growth and the singularity in the macroeconomic statistics.

We're not going to get it through business as normal.

I should note, though, OpenAI did also put out an industrial policy prescription for what this new social contract could look like.

It's not just this single sentence.

They put out an elaborate white paper and circulated it in the Congress.

I do think something like this, a new deal, probably is going to happen anyway.

It may or may not happen as well.

one lump sum.

It may happen piecemeal and it may not happen in the U.S.

first.

I think there are contingencies where other countries experiment a little bit more aggressively with it than the U.S.

and then eventually, perhaps among a certain set of countries, new best practices emerge.