Ege Erdil

They might not be classical liberal norms, but norms that are just more conducive to

AI being functional and producing a lot of value.

Yeah, yeah, yeah.

I don't think that's right.

There isn't this temporal difference where it's first you do the invention and then often there's this interplay between the actual capital buildup and the innovation.

It isn't just like people had the idea of 2025 solar panels.

Nobody 20 years ago had the sketch for the 2025 solar panel.

It's this kind of interplay between having ideas, building, learning, producing, and... Other complementary inputs also becoming more efficient at the same time.

You get Einstein out of the patent office.

Like, you need some amount of resources for that to make sense.

And you need the economy to be of a certain scale.

You also need demand for the product you're building.

Um, so like, you know, you could have the idea, but if the economy is just too small that, you know, there isn't enough demand for you to be specializing and producing the semiconductor or whatever, because there isn't enough demand for it, then it doesn't make sense.

So you, you want the economy, like a much larger scale of an economy is useful in, in very many ways in delivering complimentary innovations and.

The discovery is happening through serendipity, producing like having there be consumers that would actually pay enough for you to recover your fixed costs of doing all the experimentation and the invention.

You need the supply chains to exist to deliver the germanium crystals that you need to do grow in order to come up with the semiconductor.

You need a large labor force to be able to help you do all the experiments and so on.

People under-emphasize that, like...

giant effort that goes into this kind of buildup of all the relevant capital and all the relevant supply chains and the technology.

I mean, earlier you were making a similar comment when you were saying, oh, you know, reasoning models, actually in hindsight, they look pretty simple, but then you're kind of ignoring this giant kind of upgrading of the technology stack that happened, you know, that took five to 10 years prior to that.