The AI Boom Is Actually an Industrial Revolution — Samo Burja
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The AI Boom Is Actually an Industrial Revolution — Samo Burja
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The AI boom is usually told as a software story. In episode 1 of “Buying Into the Singularity,” Reserve co-founder and CEO Nevin Freeman sits down with Samo Burja — founder of Bismarck Analysis and author of the Bismarck Brief — to make the case that it's really an industrial one: a physical buildout running through chips, TSMC and ASML, gas turbines, atomically-polished mirrors, LNG, cement and steel, big enough to “restart the engine of industrial society.”
Along the way: whether this civilization actually reaches the singularity, who ends up controlling superintelligence, why the scaling hypothesis might be the most pro-human one, the data-center “water” myth, live players vs. dead players, and where Samo thinks the real opportunities are hiding across the AI supply chain.
Guest: Samo Burja — https://x.com/SamoBurja
Host: Nevin Freeman — https://x.com/nnevvinn