AGI chips

I've been binge-consuming Dwarkesh's interview with Leopold Aschenbrenner. It's pretty riveting. Why is it relevant to you? It draws a path to AGI in 2027(!), it comes from someone who's deep in the know and this person started a fund that makes bets related to AGI this decade. Also, geopolitical importance.

... And if you think the above goes fast, check out the one with Dylan Patel & Jon (Asianometry) on AI chips.