Based on my own usage patterns, it's beginning to dawn on me how much inference compute we will need in the coming years. I don't think people have begun to fathom how much we will need. Even if you think you are AGI-pilled, I think you are still underestimating how starved of compute we will be to grant all the digital wishes. As air conditioning unlocked productivity in the global south, automated thinking will create astronomical demand for inference compute. Air conditioning currently consumes 10% of global electricity production, while datacenter compute less than 1%. We will have rocks thinking all the time to further the interests of their owners. Every corporation with GPUs to spare will have ambient thinkers constantly re-planning deadlines, reducing tech debt, and trawling for more information that helps the business make its decisions in a dynamic world. 007 is the new 996. Militaries will scramble every FLOP they can find to play out wargames, like rollouts in a MCTS search. What will happen when the first decisive war is won not by guns and drones, but by compute and information advantage? Stockpile your thinking tokens, for thinking begets better thinking.
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