Скачать или смотреть AI Is Not What You Think: The Real Power Race Behind the Bubble

The AI bubble isn’t what you think.
The real race isn’t about models — it’s about energy, infrastructure, and geopolitics.

In this deep-dive AI outlook, I break down the real roadmap to 2026 — beyond the hype.

00:00 The AI Bubble vs Reality
00:25 The Roadmap to 2026 (Why This Time Is Different)
00:48 Why Your Next Computer Won’t Be a Phone
01:23 Infrastructure Is the Safe Harbor (No “Dark GPUs”)
01:56 The Power Race: Energy Is the Real Bottleneck
02:22 Why Betting on the Next GPT Is a Trap
02:48 Vertical AI Moats (Where the Real Money Is)
03:21 Smart Glasses and Spatial Intelligence
03:48 The End of Social Media (Synthetic Media)
04:39 Hybrid AI Systems (Solving Hallucinations)
05:32 Memory, Planning, and the Path to AGI
06:02 Permissionless Innovation vs Regulation
06:26 The Global AI Chessboard (U.S. vs China)
07:01 AI for Science (Drugs, Fusion, Materials)
07:59 The Orwellian Risk
08:29 The Synthetic Mirror (AI vs Human Connection)
08:58 The Real Career Survival Strategy

Sourced from: The Tim Ferris podcast, All-In podcast, Y Combinator and Alex Kantrowitz