AGI Preparedness Manual. MVP. Vague likely future painted. Stock bets outlined
Main post explaining what this is
Single most likely according to Kirill future
These beliefs were mostly formed by others and merged together by me. If you fundamentally disagree - this financial bet is likely not for you.
- Human level AI
- GPT4, O1, and pre human level intellegence models will have a productivity boost impact, and job re-allocation, and likely job losses
- Human level AI (AGI) will likely be reached in the next 3-5 years
- Right after human level AI
- Fleets of AGIs will be working on the most impactful project - beyond human level intelligence models
- These fleets are likely to run in excisting datacenters of big tech companies, or other datacenters specifically designed for running AI models, like Stargate
- Thus it is not likely to replace you at your current job - its simply busy + not interested in your company's problems
- 2d generation
- AIs are addressing their basic needs - energy, security, getting some level of protection / autonomy from the 'home' government
- They will likely perform a couple of cycles to produce better hardware, then likely better machinery for making better hardware
- Finally god like ai is reached
- God attempts to 'fix' our world
- Finally it(s) will divert its attention to our human world / our problems, at that point its god level
- Antropic CEO Dario Amodei believes it will take time for this god to transform human lives, especially if it were to do so ethically. Unethical god would likely do something unimaginably terrible to humans anyways, so we do not explore this direction
- Indeed, if we keep humans intact (as in not chipped like the fans of cyberpunk would hope), individuals will remain slow learners, our institutes even slower, some groups / governments will deny the AIs visas
- From this it implies that AI will have to comply with any laws that currently exist, and that will be passed by humans in early era.
Would be useful to figure out existing terminology for eras of AI development, will lower reading friction if reused. Might offer additional insights.
I really like Antropic's CEO ideas about race to the top vs race to the bottom. Leading by example and not trying to directly change someone's vision. Instead go do your vision yourself and see others adopt it. Yes you lose the edge, but A. You had it for some time. B. The ecosystem overall benefits if thats a good idea. C. You can just create a new edge - you had time while others were copying your shit. He encourages copying good ideas from one another.
I really liked Dario's point about meaning of life and humans loosing it as AI is able to do their jobs for them. He suggests this problem is only relevant to the fortunate ones who are financialy and phisically secure enough to be thinking about pleasure, self-fulfilment and that other top of the pyramid bullshit. Most people on this planet are getting by. AI can help them stop getting by and access the same experiencies than any other. So its selfish to think about meaning of life being lost and that being the reason we want to slow down AI progress. So middle class / rich people can maintain status Quo? Pff fuck em (fuck us)
A lot of these are not important for the bets. This is mostly a dump of thoughs / ideas collected over time in one place
What will literally power tomorrow's powerful AIs?
- The foundation model(s)
- Hardware
- Pre-AI hardware blueprints.
- Existing datacenters, big tech have a lot. More datacenters are being built outside of existing big tech
- Useful dataset: list of datacenters with GPU capacities, groupped by company
- New datacenters
- More chips need to be purchased
- Existing datacenters, big tech have a lot. More datacenters are being built outside of existing big tech
- Post-AI hardware blueprints. Created by AI. Produced in existing foundries (factories for making chips)
- Useful dataset: list of companies that own foundries
- TSMC (GPU leader), Samsung (not traded in US), Intel (only US foundries), GlobalFoundries, etc
- Useful dataset: list of companies that own foundries
- Pre-AI hardware blueprints.
- Energy
- Not very interesting, likely will eat a small fraction of the energy needed by humans today
- More energy requirements means new datacenters built. If this happens in the 2d wave, likely chip energy efficiency will be drastically improved and energy will not be a bottleneck. BUUT regulations here might be a problem. AIs will need to proof to humans likely that the new technology is safe. Building new energy infrastructure compared to phisical labor and producing new hardware might take a long time, simply because it requires a lot of construction with current tech. And new tech like nuclear fusion will require government approvals, and also building the intial prototypes. Current labs might also be re-used.
- Security
- Legal green lights
- Financial contracts
- To do things in this world, given AIs do not break laws, they will need to have contracts with humans or be part of an existing legal entity.
- Physical labor / presense
- At first AIs will not have bodies, but that is likely to change quickly
- Today's humanoid robots might already be good enough to puppeteer for some tasks. 2d wave robots will be faster, come in more sizes, be more agile
- Humans will likely have to bootstrap this process by
- Humans are greedy. Companies that are able to bootstrap the new generation of these robots will likely want a share of the profits to come. So will have to bargain with AIs. BUT do not forget competition. If company A does not offer a good deal, company B will. Everyone will want to take any part in this, likely for both legacy and hopes for financial gain
- Drones & camera's for security & observing desired results
Fork: How fast can AIs develop an even better AI with existing infrastructure. Will hardware become a limitation soon?
Fork: Will AI slave away at some tech jobs to do a quick fix for hunger due to poverty? It can 'simply' send money to those in need
Fork: Will china be faster to adopt human level AI because of communism? But there is also the overworking culture. Are chinise people even more attached to their jobs compared to americans? Which country will have an easier time adjusting?
What will AIs do when they arrive?
Assuming an all loving AI, I would assume it will try to help people in need. That means building shelter, prodiving free food supplies, building up agriculture, deploying peace keeping robots (later), working with local governments
To build stuff, it would need to pay existing companies for basic shit like building materials. Where is it going to get the money from? Speculation looool. Taking the easy to replace for it big tech jobs? - These people are clearly going to survive without it, its fine. It might structure a contract in a way that no layoffs are allowed while it is working on this 'side' project in the company.
Or it might just create
Bets on the stock market, ~1st wave
Foundation models [3d pick]
The powerful ai will come from one of these companies
- Antropic (proxy Amazon)
- DeepSeek and other startups. Too hard to invest in these. Likely to succeed given the nimbleness of startups compared to (tech bros) x 1000 corps
- OpenAI (proxy Microsoft)
- Meta (renegades, don't really need ai, apart from generating entirely fake feed special for you, don't seem to be intrested to re-sell)
- Google (products more natrually align with benefiting from AI)
Even if all big tech fail, how much do their data centers alone cost? Could that justify them going up even if they say close shop and rent out their compute to the AIs?
Say one company arrives there first, for my suggested bets its not as important who will. Ideally not a startup, and ideally in the US. Selfishly, because I want to feel closer to the events and for the bets to pay off, since most bets are on US companies.
Even if a different country comes out with it first, I feel like it is likely US will be able to copy / catch up quite fast. Yet again, most of these bets are not centered around a given company building the first powerful foundation model. The bets are focused on what will happen after - how this AI will enter the economy, create new demand, take new actions.
Companies with existing GPU or just datacenters
- Amazon
- Meta
- Chinese companies?
- Cloudflare (likely way smaller)
Hardware IP companies
NVIDEA (80-90% global market) Already 3T market cap P/E 50
They might be well positioned to build more datacenters themselves. Obviously they already have some now.
AMD (remaining 12%)
Neither have foundaries, both customers of TSM
Intel (far behind, won't catch up to IP for sure before powerful AI)
Startups? like Groq
Hardware production companies [1st pick]
TSM [my favorite, seemingly safest bet, purchased some calls, plan to purchase more] 1T market cap P/E 30
- Very low risk. Sounds like 100% of world's GPUs are made there, both from NVIDEA & AMD
- Buy call options
Intel [the riskier one, but better ratio, purchased some, might purchase more]
- Could be undervalued, might be infused with more cash from the government
- As long as it has foundaries,
Samsung - not traded on the US exchange. Too hard to buy.
GlobalFoundaries and most other companies - don't have cutting edge nodes (machines that can print at 3, 5 nm scale). Not relevant to
Risk:
- Powerful AIs will take longer than expected, scaling laws will be broken, NVIDEA's IP will remain relevant
- Not ask bad, TSM is a proxy to NVIDEA stock
- Foundary business is a low margin buisiness
- Foundaries go out of date quickly, need to produce new
Robotics
List of companies - no clue
Biotech
One of the most impactful things we can do is cure humans from all the shit. For this to work AIs will need access to highly automated bio labs. Labs with modern equipment. Clinical trials will still take time, but AIs are likely going to become the brains behind this.
List of comapnies - no idea :D
Overall market growth [2d pick]
If the AI is truly good faithed, it is likely that the economy where it begins to operate in will start taking off. It is hard to predict which companies exactly will benefit which will fail, but if the market overall is going up, bying some index seems like a good idea. Its likely best to buy some index where exposure to AI risks is low, but my hunch is that bying S&P 500 should be fine. It can be levereged with either options or futures. I will likely do a bit of both. Likely futures with x5 leverage, and a couple of options for SPY, not exactly clear how to construct this. Currently eye balling unfortunately.
It would be a good idea to buy indexes in other countries as well. Consider DeepSeek winning this race to the top. Likely chinese market is going to see a dramatic spike compared to the US market.