Buy the Rumor; Sell the News

The AGI Bottleneck No One Wants to Admit

How can AGI be imminent if we can't build infrastructure for it?

Dave Friedman's avatar
Dave Friedman
Jun 26, 2025
∙ Paid

There’s a simple contradiction at the heart of AI discourse right now, and almost no one is willing to say it out loud. On one side, you have the accelerationists who believe AGI is imminent, maybe even just 2–3 years away. On the other side, you have people like me, who are tracking the physical buildout of infrastructure required to train and run thes…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Dave Friedman
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture