infrastructure
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 9, 2024 by Jack Clark · across every show →
Everything said about infrastructure, oldest first
May 9, 2024 negative
Clark: Scaled AI integrated into critical infrastructure risks catastrophic cascading failures
“I think that if you really scale up AI systems, and you plug them into important parts of the world, and they go wrong, the effects could be extraordinarily, like, bad and catastrophic, in the sense of some,
Cascading emergent problem.”
Mar 9, 2026 bearish
Roy: Running AI models locally undermines centralized data center capex narratives
“Small models are gonna run locally on device. And that's actually gonna be how infrastructure gets built out. That throws such a wrench into any of these stories that we've been talking about for the last 30 minutes, like that completely destroys those stories…”