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AI Infrastructure · Modal: Sandboxes for RL/coding agents driving 2x/mo growth; alternative accelerators (TPU/AMD) face CUDA switching costs but will matter in 2-3 years

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AI Infrastructuretailwindscore 8/10alex tabarrok

Tabarrok: AI models commoditizing 1000x faster than prior tech, gains widespread but economic impact lagged

Frontier models are only 6 months ahead of open source, and even older free models are 100x better than prior gen, so AI gains will diffuse widely; however, like electricity, economy-wide a…

AI Infrastructuretailwindscore 8/10eric (modal labs)

Modal: Sandboxes for RL/coding agents driving 2x/mo growth; alternative accelerators (TPU/AMD) face CUDA switching costs but will matter in 2-3 years

Code execution sandboxes are the fastest-growing primitive for reinforcement learning and agentic workflows; GPU market stays tight for 1-2 years; speech-to-speech latency breakthroughs are…

Geopolitics & Trademixedscore 7/10jordan schneider

Schneider: China's humanoid manufacturing scale will outpace West once AI software matures, Taiwan remains critical regardless of chips

China leads in hardware manufacturing for embodied AI (humanoids) and will scale faster once economic utility unlocks; US retains software/chip advantage but Taiwan risk persists beyond sem…

AI Applicationstailwindscore 7/10christina lee storm

Secret Level: AI-native studios slash film costs 10x but storytelling and workflow pipelines remain the differentiator

AI can reduce production costs dramatically (e.g., $500k film with $400k compute), but sustainable businesses require proprietary workflow pipelines and storytelling excellence, not just mo…