Category: AI, Computation, and Technology

Today: David Shapiro Confirms AI Commoditization.
AI’s are a basic technology that is easily reproducible.
We can literally compress all human knowledge into a single model (see my work on representation).
DeepSeekR1 proves there is no moat.
AIs are a massive capital investment on the scale of the internet boom – but worse.
AIs can vary in specialization, sure. But they need to be faster, cheapter, or smarter to find market space.
You can run DeepSeek on a mac mini for goodness sake because M(x) chips come with onboard NPUs.
AI’s are going to be ubiquitous and commoditized. Every nation will have it (truly, all organizations and most people can have one – the difference is in the bias you insert into your data structures.
For example, once the printing press was invented within a decade it jumped borders, and was universal within a century. The ottomans were the only people to prohibit it (defending islamic ignorance) and they fell behind.
Cooperation and competition between AIs is mutually improving. (just like us, just like neurons…)
In other words, there will be no competitive advantage to the AI, only on the materialization of AI IDEAS into research, development, production, and trade.
Governments are gonna have a HELL OF A TIME with propaganda. And early uses of AI for spam are going to be in a race for attention vs filtering.