Tweet by martin_casado

October 17, 2025

It may be the case that the primary unlock of this AI wave is not generalized superintelligence, but the ability to pour lots of resources into a given problem domain effectively. In the past this was very difficult because most solutions reduced to software engineering which is notoriously difficult to accelerate with additional capital. Overfunding has historically been a great way to ruin a great project or company. However, these models really are universal function approximators. And as an industry we've refined the ability to apply additional capital to the training (pre and post) to get better and better solutions in a very broad set of domains (language, science, code, math, robotics, etc.). Whether or not a single model with general super intelligences arises from this, the impact could be very similar -- a systemized way to directly apply large amounts of capital to problem domains. And in that world the primary limiter to solving any suitable problem is the economic value of the problem being solved. Or the collective willingness to solve it regardless.

Author
martin_casado
Date
October 17, 2025
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