/AI2h ago

Conviction founder Sarah Guo argues physical and social friction will prevent a discontinuous AI macroeconomic takeoff

Chris Painter counters that superintelligence will bypass physical constraints.

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sarah guo@saranormous#221inAI

a “fast” takeoff with a slow diffusion layer (gated by atoms and institutions and people’s discomfort with change) looks, from the economy’s vantage, less discontinuous

9:29 PM · Jun 6, 2026 · 0 Views
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sarah guo@saranormous

a “fast” takeoff with slow diffusion (gated by atoms and institutions and people’s discomfort with change) looks, from the economy’s vantage, less discontinuous

2hViews 3.5KLikes 34Bookmarks 5
Chris Painter@ChrisPainterYup

@saranormous I think this is kind of confused about what a “fast takeoff” would mean. If you get true superintelligence, fast, with the ability to affect things in the real world, I think diffusion in terms of atoms stops being an issue, and society won’t be able to ignore the effect

sarah guo@saranormous

a “fast” takeoff with slow diffusion (gated by atoms and institutions and people’s discomfort with change) looks, from the economy’s vantage, less discontinuous

1hViews 247Likes 4Bookmarks 0
Chris Painter@ChrisPainterYup

@saranormous The situations where society intervenes to halt the impacts of superintelligence are probably also situations where there isn’t a a fast takeoff. You can maybe hide a tight-RSI-loop, I don’t think you can seriously hide an ASI for any important amount of time

Chris Painter@ChrisPainterYup

@saranormous I think this is kind of confused about what a “fast takeoff” would mean. If you get true superintelligence, fast, with the ability to affect things in the real world, I think diffusion in terms of atoms stops being an issue, and society won’t be able to ignore the effect

1hViews 105Likes 1Bookmarks 0
sarah guo@saranormous

@ChrisPainterYup How exactly will atoms stop being an issue? Interconnection queues, power generation, the physical labor for standing up datacenters, your semis/memory supply chain bottleneck of choice, and the lack of “the internet of data” for robotics are solved by improved cognition?

Chris Painter@ChrisPainterYup

@saranormous The situations where society intervenes to halt the impacts of superintelligence are probably also situations where there isn’t a a fast takeoff. You can maybe hide a tight-RSI-loop, I don’t think you can seriously hide an ASI for any important amount of time

1hViews 32Likes 2Bookmarks 0
Chris Painter@ChrisPainterYup

@saranormous Whether or not it looks continuous from the outside seems like the same Q to me as whether hardware or other economic factors will rate-limit takeoff

Chris Painter@ChrisPainterYup

@saranormous I’m not saying they won’t be an issue, I’m saying that their being slow to scale either a) blocks a “fast takeoff” or b) you end up getting to ASI anyway and start getting massive effects that the economy can’t ignore without scaling hardware production massively

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Chris Painter@ChrisPainterYup

@saranormous I’m not saying they won’t be an issue, I’m saying that their being slow to scale either a) blocks a “fast takeoff” or b) you end up getting to ASI anyway and start getting massive effects that the economy can’t ignore without scaling hardware production massively

sarah guo@saranormous

@ChrisPainterYup How exactly will atoms stop being an issue? Interconnection queues, power generation, the physical labor for standing up datacenters, your semis/memory supply chain bottleneck of choice, and the lack of “the internet of data” for robotics are solved by improved cognition?

1hViews 25Likes 1Bookmarks 0
sarah guo@saranormous

@ChrisPainterYup I think we agree

Chris Painter@ChrisPainterYup

@saranormous Whether or not it looks continuous from the outside seems like the same Q to me as whether hardware or other economic factors will rate-limit takeoff

1hViews 28Likes 0Bookmarks 0
Syntheric@brettsyntheric

@saranormous The technology changes first. The world catches up later.

2hViews 15
Rugbist@rugbist_

@saranormous i think youre saying the speed bumps are part of the curve, not interruptions to it

which flips the urgency framing a bit?

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