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Anticipation of AGI Impact on the World
The speaker anticipates a significant increase in the number of people who will start feeling the impact of AGI, stating that the realization transitioned from theoretical to tangible in 2023. They confidently envision the path AGI is taking, including the algorithms and clusters it's trained on. The speaker expresses skepticism towards companies relying on intermediate models like GDP wrapper companies, believing they are betting on stagnation and will be surpassed by AGI advancements. The speaker expects a seismic impact on these companies and predicts a shift in focus from current attention on AGI to a broader audience around 2026 and 2027, coinciding with significant capital expenditure on AGI.