factual

Each technological revolution diffuses faster than the last

Each major technological transition—railroads, the internet, replaceable parts, industrialization, the cloud—has gotten faster in the time from discovery to economy-wide pervasiveness, and AI's three-year ramp to hyperscalers spending $500 billion of capex next year is unmatched in speed relative to prior revolutions.

factualpending

Speaker

Dylan Patel

Evidence Quote

in three years we've already skyrocketed to hyperscalers doing $500 billion of capex next year, which is a scale that's unmatched to prior revolutions in terms of speed.

Source

Satya Nadella — How Microsoft is preparing for AGIDwarkesh Patel Podcast
Created: 6/13/2026, 3:35:54 AM

My Notes

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