The current GPU shortage is not a temporary logistical problem. It is a structural failure of centralization. Supply relies on a single-node supply chain. Demand for AI inference is infinitely scalable. Decentralized compute is the only thing that can relieve the pressure.

What @dwarkesh_sp wrote about is what nobody in the AGI hype bubble wants to touch. If a model needs a scripted sandbox to "learn" Excel, that isn’t "intelligence emerging"... it’s puppetry. Either these systems self-direct or mid-training stays cosplay for intelligence.

one angle worth highlighting: memory shifts agents from "prompt responders" to stateful systems. once state exists, you get compounding behavior, which is exactly why the jump from tools to agents feels so dramatic.