On Moonshots with Peter Diamandis, the panel watched Sam Altman explain that he expected GPT-4 to put software businesses up for grabs far sooner than it did, and that the economy's inertia has made the transition "smoother and slower." Salim Ismail blamed institutions that move at a different speed from the technology, Alex pointed instead at the abstraction layers of the economy and prescribed vertical integration, and Emad Mostaque objected that the models simply were not good enough until recently.
Alvin Graylin argues that China is competing to spread useful AI through industry and overseas developer communities, rather than betting everything on reaching general intelligence first. Provincial competition and open-weight models help explain his account, though the policy contrast is not absolute: America’s AI Action Plan also explicitly promotes adoption.
Naam predicts that AI-assisted code conversion could weaken NVIDIA’s software lock-in in 2026–2027, making rival chips easier to use. The panel’s counterargument: fast connections between chips still matter, even when the work shifts from training models to answering users.