The “chips = new oil” analogy is everywhere right now. But history doesn’t fully support it. Japan has no oil and still built a $30k+ per capita economy. Iran sits on one of the most critical oil chokepoints in the world, yet average income is a fraction of that. So clearly, owning the resource ≠ capturing the value. Feels like we might be making the same mistake again with AI. Everyone’s obsessed with GPUs, fabs, supply chains. But the real question is: Will value accrue to those who produce the chips… or those who actually build applications on top of them? Because if it’s the latter, then: Nvidia might be today’s winner but the long-term winners might look very different. WDYT? submitted by /u/Exact_Importance_507
Originally posted by u/Exact_Importance_507 on r/ArtificialInteligence
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