Baker says rendering Monopoly Go with AI would cost over 100x its revenue at list prices.
“So what is the role for human creativity, man? I don't know. I don't know. Like what I hope, one of the reasons Neuralink is such an exciting company”
Baker cites Dwarkesh noting compute margins rising alongside volume and inference margins, driving lab acceleration.
“Borgesch, he's a very smart guy. He's very plugged in. Then he pointed out that margins on compute are going up.”
Baker compares bearish AI economic predictions to being bearish on oil at five hundred dollars per barrel when the premise is factually wrong.
“It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong.”