AI, like the microscope or telescope, will fundamentally alter human epistemology—how we acquire and understand knowledge. By changing our relationship with tools like language, AI will evolve our concepts of self, reality, and what is logically possible, reshaping philosophy and the very nature of thought.

Andreessen argues that Silicon Valley's core strength is not any specific technology, but its unique ecosystem for recycling talent and capital from previous cycles into new ones. This creates the critical mass and enthusiasm needed for each technological revolution, like AI, to take off.

Historically, investment tech focused on speed. Modern AI, like AlphaGo, offers something new: inhuman intelligence that reveals novel insights and strategies humans miss. For investors, this means moving beyond automation to using AI as a tool for generating genuine alpha through superior inference.

The ultimate outcome of AI might not be a singular superintelligence ("Digital God") but an infinite supply of competent, 120-IQ digital workers ("Digital Guys"). While less dramatic than AGI, creating an infinite, reliable workforce would still be profoundly transformative for the global economy.

The internet leveled the playing field by making information accessible. AI will do the same for intelligence, making expertise a commodity. The new human differentiator will be the creativity and ability to define and solve novel, previously un-articulable problems.

While today's computers cannot achieve AGI, it is not theoretically impossible. Creating a generally intelligent system will require a new physical substrate—likely biological or chemical—that can replicate the brain's enormous, dynamic configurational space, which silicon architecture cannot.

While AI-driven efficiency is valuable, Mistral's CEO argues the technology's most profound impact will be accelerating fundamental R&D. By helping overcome physical constraints in fields like semiconductor manufacturing or nuclear fusion, AI unlocks entirely new technological progress and growth—a far greater prize than simple process optimization.

AI isn't just an incremental improvement; it's a reinvention of the computer. This new paradigm makes previously intractable problems—from curing cancer to eliminating fraud—solvable. This opens up an unprecedented wave of entrepreneurial opportunity to rebuild everything.

Like a water nymph unable to imagine flight, our current consciousness limits our ability to foresee AI's transformative potential. This metaphor helps frame AI not as an incremental change but as a fundamental, reality-altering shift.