Reinforces what Karpathy tweeted [1], that AI is effectively tackling 2-5% of work and the gap between those fully exploiting AI and barely touching it is growing. The question remains whether this AI focus on the small % of workers is actually intentional (by tech/labs), or a natural limit of where AI is right now.

[1] https://x.com/karpathy/status/2109361546505966046?s=20

Kind of...

Karpathy is also saying the quiet part out loud: they are making progress by brute force. It's a cost driven arbitrage market.

Do I need to spend high prices on 1000 agents to solve this today, or should I wait 1000 days (with compute increasing and prices falling) and hope that I get lucky and get the right answer sooner. Is your competitor half the price but I need 1500 agents to do it in one day cause it's just a bit dumber.

The market for brute force intelligence is infinite - and at some point demand will drive the cost to single digit margins.