1d ago

Google's Logan Kilpatrick and tech founders argue AI demand is limitless, while creator roon predicts a single utility-like monopoly

Suhail says ChatGPT and Claude Code won't dominate alone.

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Original post

It’s easy to forget just how quickly the size of the pie (AI Market) is expanding in nearly every category

2:11 PM · May 24, 2026 View on X
QUOTE POSTroon#59roon@TSZZL

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

SuhailSuhail@Suhail

Possibly the thing we will most realize looking back: intelligence was so big that lots of companies were going to succeed. It's not so simply bucketed into chatgpt and claude code.

2:57 AM · May 26, 2026 · 171.4K Views
4:13 AM · May 26, 2026 · 166.2K Views

the tweet is extremely clear but to reiterate capitalism like evolution can be quite cruel and generates extremely unequal outcomes which may get more unequal as model scaling continues

roonroon@tszzl

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

4:13 AM · May 26, 2026 · 166.2K Views
6:29 AM · May 26, 2026 · 10.5K Views

@Suhail disagree I don’t think this is guaranteed at all. there may be companies with 30 trillion market cap

SuhailSuhail@Suhail

Possibly the thing we will most realize looking back: intelligence was so big that lots of companies were going to succeed. It's not so simply bucketed into chatgpt and claude code.

2:57 AM · May 26, 2026 · 171.4K Views
4:01 AM · May 26, 2026 · 18.5K Views

@garrytan Concentration of power, capabilities and economic gains is the biggest risk in AI and more people should try to fight it!

Garry TanGarry Tan@garrytan

Someone just described hell

5:14 AM · May 26, 2026 · 30.1K Views
12:42 PM · May 26, 2026 · 3.1K Views

Someone just described hell

roonroon@tszzl

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

4:13 AM · May 26, 2026 · 166.2K Views
5:14 AM · May 26, 2026 · 30.1K Views

@tszzl Will fight against this until my dying days

roonroon@tszzl

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

4:13 AM · May 26, 2026 · 166.2K Views
5:15 AM · May 26, 2026 · 14.8K Views

Possibly the thing we will most realize looking back: intelligence was so big that lots of companies were going to succeed. It's not so simply bucketed into chatgpt and claude code.

Logan KilpatrickLogan Kilpatrick@OfficialLoganK

It’s easy to forget just how quickly the size of the pie (AI Market) is expanding in nearly every category

9:11 PM · May 24, 2026 · 54.4K Views
2:57 AM · May 26, 2026 · 171.4K Views

@tszzl The end game for world domination is being overthrown and the value redistributed. Either way...

roonroon@tszzl

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

4:13 AM · May 26, 2026 · 166.2K Views
4:23 AM · May 26, 2026 · 4.1K Views

@tszzl And tbc, to the degree you believe this, only the chip makers are likely to win. But somehow NVIDIA is so oblivious apparently that they keep giving the lab's chips only to get eaten alive. Jensen is no dummy.

SuhailSuhail@Suhail

@tszzl The end game for world domination is being overthrown and the value redistributed. Either way...

4:23 AM · May 26, 2026 · 4.1K Views
4:36 AM · May 26, 2026 · 2.1K Views

Demand for intelligence is infinite.

Logan KilpatrickLogan Kilpatrick@OfficialLoganK

It’s easy to forget just how quickly the size of the pie (AI Market) is expanding in nearly every category

9:11 PM · May 24, 2026 · 54.4K Views
9:51 PM · May 24, 2026 · 3.4K Views

I don’t believe this happens. Not because I don’t believe we’ll get super intelligent AI, but because I believe that even for AI, value discovery through some kind of market mechanism will be necessary, and for markets to function properly you need a number of independent actors. Furthermore, I’m also a big believer in things like comparative advantage, subspecialization, division of labor, subsidiarity, etc.

roonroon@tszzl

i see this kind of just universe reasoning about startups and whatnot but i think it’s wishful thinking. there may be one company that ends up dominating most of the world economy and hopefully is run as some sort of regulated utility

4:13 AM · May 26, 2026 · 166.2K Views
8:40 PM · May 26, 2026 · 689 Views