Locator: 51016AI.
Query:
I'm always looking for dots to connect; the big picture; timelines. What about this? In the big scheme of things.
First, the movie picture industry:
- 1890s: Thomas Edison -- motion pictures
- 1910: silents --> talkies 1
- 920's: golden age; multiple movie houses
- 1929: the crash
- post 1929: the modern age
Now, how does that compare to AI?
- pre-Covid (2020): personal computer
- Covid: gaming
- immediate post-Covid: non-technical folks first learn of AI
- 2026: the Age of Agentic
Reply:
CINEMA TIMELINE
- 1890s: Invention (Edison)
- 1910s: Tech Leap (Silent/Talkie)
- 1920s: Golden Age (Booms)
- 1929: The Great Crash
- Post-1929: The Modern Age
AI PARALLEL TIMELINE
- Pre-2020: The Foundation (Academic & Cloud Build)
- 2020–2022: The Paradigm Shift (Transformers & LLMs)
- 2023–2025: The Hyper-Hype (Public Discovery / ChatGPT)
- 2026+: The Agentic Era & Automation Integration
- Future: The Rationalization / Economic Realignment
**************************************
Re-Posting / From Earlier Today
Re-Posting / From Earlier Today
AI: These are the links:
- Micron / Shay Boloor: AI memory is turning into one of the biggest profit pools in the entire semiconductor stack. Link here.
- WSJ / Apple / memory costs: Apple's comments suggest the severity of the crunch. Link here.
- First $10-trillion company / Shay Boloor: link here.
- Mag 7 profit / Shay Boloor: link here.
