The creator finds it interesting that Meta's new personal AI assistant, 'Mews', does not run on the latest models, which could be a concern for investors in AI companies.
Source Post
The Brownian Bridge: Why the Journey to 2036 Could Ruin AI Investors
Sep 26, 2026
The creator uses the concept of a Brownian bridge to illustrate the potential volatility and misalignments between supply and demand in the AI computing sector over the next decade. They argue that even with fixed endpoints for supply and demand, significant fluctuations can create substantial gaps, leading to potential overcapacity, price drops, and financial instability for companies involved in AI infrastructure.
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