We're All Behind the Curve (www.transformernews.ai)

🤖 AI Summary
Last weekend’s Curve conference made clear that while much of the world frets about an AI investment bubble, frontier researchers are obsessing over far bigger, systemic questions: recursive self‑improvement, AI personhood, economies dominated by autonomous agents, and even space governance. Attendees warned that whether or not a market crash arrives, the societal and political shocks from advanced, widely autonomous systems could dwarf past recessions — and that industry’s growing political spending risks warping the governance environment before those threats are even addressed. Meanwhile policy and industry moves are already reshaping AI’s technical landscape. The Senate folded the GAIN AI Act into the NDAA, potentially forcing U.S. chipmakers to prioritize domestic customers, even as China tightens rare‑earth exports and runs strict checks on chip imports — moves that threaten supply chains critical for GPUs and accelerators. Corporate maneuvering is intensifying: OpenAI’s sweeping chip deals (including a tens‑of‑billions purchase from AMD plus a potential 10% stake) and a web of circular arrangements with Nvidia, Oracle and others raise concentration and governance concerns. Operational signals — ChatGPT hitting ~800M weekly users, debates over automated R&D and model autonomy, investigations into illicit chip routing, and mega‑cloud builds like xAI’s Colossus — underscore that technical capability, supply constraints, and regulatory regimes are converging into high‑stakes engineering and policy problems.
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