.@martin_casado says AI is the first technology where you can directly turn capital into capability: "You can put capital into these things, and that tends to turn into usage. It also seems to turn into capability. If I want a model to be good at X, I can create an RL environment of X, or pay someone to answer questions for X, and I can turn capital into being good at that X." "The problem is, you don't know what gets worse. We're at this point where you're starting to see more jaggedness and…