“The immediate circumstances of the AI industry changed dramatically for its incumbent powers just days after Andreessen’s post due to the furor around the Chinese AI technology DeepSeek, whose success raised the question of whether you actually need $500 billion worth of infrastructure and world-historic energy consumption in order to make a fun little tool that can summarize emails.”
That’s a snippet from David Roth’s amazingly deep and thoughtful piece framed, initially, as a review of the Consumer Electronics Show in Las Vegas.
