Insane breakdown. The utilization math really clarifies the timing problem - everyone saw labs spending billions but the 7% capacity figure explains why investors got anxious. What caught me off guard is how quickly moltbook went from experiment to functional AI-to-AI infrastrucutre; that type of emergent coordination isnt something you can really model until it happens.
Hard to disagree with the concept of the first inning of the end of the inefficient and frustrating service economy. (Is it even the first inning yet? Pregame warmups maybe.)
But will we replace horrible phone sessions with broken-English call centers with interactions with bots? That doesn’t sound like utopia.
Brilliant and scary, thanks.
Insane breakdown. The utilization math really clarifies the timing problem - everyone saw labs spending billions but the 7% capacity figure explains why investors got anxious. What caught me off guard is how quickly moltbook went from experiment to functional AI-to-AI infrastrucutre; that type of emergent coordination isnt something you can really model until it happens.
This is a brilliant article Alex. I think everyone should read it. Kudos. Loved it.
Great read!
Very good
Thank you Alex, great take, appreciate it!
Hard to disagree with the concept of the first inning of the end of the inefficient and frustrating service economy. (Is it even the first inning yet? Pregame warmups maybe.)
But will we replace horrible phone sessions with broken-English call centers with interactions with bots? That doesn’t sound like utopia.