rob taves

Extreme concentration (TSMC fab, ASML lithography) creates massive buyer incentive to diversify; Elon's Terafab (50x chip demand across Tesla, SpaceX, XAI), OpenAI/Broadcom custom silicon, Anthropic ASICs, and Microsoft MAI models form a coordinated challenger ecosystem; first-principles reasoning suggests monopoly unsustainable by 2030.

UCSF's Eddie Chang lab has shown implanted BCI chips can decode intended speech into words in clinical studies; commercial non-invasive MEG systems exist but are building-sized; invasive BCI adoption will follow exponential curve with Rob personally targeting 2030s for own implantation; definition: human communicates with others using only thoughts.

Current frontier models are comically energy inefficient; algorithmic and hardware advances will reduce energy per task by orders of magnitude; however, Jevons paradox applies — infinite demand for intelligence means total compute/energy consumption will still grow, just with vastly more intelligence per joule.