Fundamental Truths 1. When something becomes cheap, its usage explodes. Just as household appliances proliferated once electricity became affordable. 2. When intelligence becomes cheap, “intelligence itself” is no longer a differentiator. What remains is the ability to know what problems are worth solving. 3. Nevertheless, intelligence must still operate physically in the real world—it requires chips, electricity, cooling, and data centers. Conclusion (My Judgment) - Knowing which problems are worth solving is more valuable than knowing how to use tools. - Knowledge that AI alone cannot possess gains power when combined with human expertise, like on-the-ground experience. - As AI grows, demand for data centers grows too—meaning this sector thrives precisely as intelligence becomes cheaper.