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this post was submitted on 30 Jan 2026
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"market reaction suggests that more capital isn’t going to be a viable substitute for a business model anymore."
Time to find the next vague thing that investors can pour trillions into without really knowing what it is or does.
It'll be quantum computing. Since the last hype around it, a lot of progress has been made to the point that quantum computers are actually becoming useful, since error correction is now mostly resolved.
I would be surprised. Quantum computers haven't even been proven to be theoretically useful.
Don't forget, though, it does that one thing for that one reason I forgot already as I typed it... But its still good, clearly!
Robotics. It will be a pivot to robotics.
Which will create a labor boom, to operate the robots, a la Tesla
Challenge there being that seems to have proven elusive. It's not too surprising, but trying to use machine learning for robotics is actually really hard.
Driving is much easier, training data with video, audio, and other sensor input complete with how the human manipulated steering and two pedals.
But direct human interaction with the environment is both much more complicated than three controls and is not instrumented. They are trying to build training data from remote operators, but it turns out we aren't very good at controlling these things remotely anywhere close to acting directly. We are terrible teachers and there's a fraction of the actionable data that other more successful models had to work with.
If an AI sees a video of someone doing something, it can make a similar video, but can't model how that might map to what it would see as unrelated motor and hydraulic operation.