The Gating Function: Infrastructure, Not Intelligence, Will Decide the Fate of AGI
AGI won’t be bottlenecked by brains. It will be bottlenecked by bulkheads.
The road to AGI won’t be paved in tokens. It will be paved in copper, concrete, and capital discipline. What delays or derails artificial general intelligence won’t be lack of cleverness. It will be the inability to build, power, govern, and monetize the real-world infrastructure that such a system demands.
The prevailing narrative, especially in acceler…