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America is getting an AI gold rush instead of a factory boom

washingtonpost.com

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Re: America is getting an AI gold rush instead of a factory boom

#4
Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly line.

Re: America is getting an AI gold rush instead of a factory boom

#5

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

What if it contributes to an evisceration of the middle class, instead? Hiring for new grads is already dead because of it, and it's not going to be coming back.

It's having the same sort of impact as unlimited immigration, except that in this case, the workers don't need weekends, or pay taxes.

Re: America is getting an AI gold rush instead of a factory boom

#6

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

China has been building robots and robotic manufacturing without AI. So why AI? Because the AI is a grift for those who can get exposure to its potential gains during the exuberance, while China builds actual capabilities. Profits and fiat are shared delusions, monetarily speaking, robots and factories are real, and will build real things.

Western executives who visit China are coming back terrified - https://news.ycombinator.com/item?id=45563018 - October 2025

Was Made in China 2025 Successful? [pdf] - https://www.uschamber.com/assets/documents/Was-Made-in-China... - May 5th, 2025

ASPI’s two-decade Critical Technology Tracker: The rewards of long-term research investment - https://www.aspi.org.au/report/aspis-two-decade-critical-tec... - August 28th, 2024

> Now covering 64 critical technologies and crucial fields spanning defence, space, energy, the environment, artificial intelligence (AI), biotechnology, robotics, cyber, computing, advanced materials and key quantum technology areas, the Tech Tracker’s dataset has been expanded and updated from five years of data (previously, 2018–2022) to 21 years of data (2003–2023). These new results reveal the stunning shift in research leadership over the past two decades towards large economies in the Indo-Pacific, led by China’s exceptional gains. The US led in 60 of 64 technologies in the five years from 2003 to 2007, but in the most recent five years (2019–2023) is leading in seven. China led in just three of 64 technologies in 2003–2007 but is now the lead country in 57 of 64 technologies in 2019–2023, increasing its lead from our rankings last year (2018–2022), where it was leading in 52 technologies.

Re: America is getting an AI gold rush instead of a factory boom

#7

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

This is why I don't like the term "AI". Because it leads to people thinking that ChatGPT is somehow relevant to the field of robotics.

Re: America is getting an AI gold rush instead of a factory boom

#8

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

I'm unclear on what people see in the current AI tech advancements that makes them think it will contribute to better manufacturing. The new feature of LLMs that makes them so interesting is their ability accept input and flexibly follow arbitrary instructions, meaning they're really good for varied work, especially when there are a wide range of acceptable answers ("creative work"). Everything I know about manufacturing at scale is that you want a person or machine that follows a tiny instruction set (at least in comparison to the potential flexibilities of an LLM) and nails the execution every time. This seems to me like the complete opposite of the strengths of an AI system like the ones that Wall Street are cheering.

Re: America is getting an AI gold rush instead of a factory boom

#9

I am perturbed by the power consumption of these behemoths causing high market prices for everyone.

We've been through this before; "history may not repeat itself but it certainly rhymes":

https://en.wikipedia.org/wiki/File:CottonopolisCropped.jpg

Re: America is getting an AI gold rush instead of a factory boom

#10

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

> factories with no humans on the assembly line.

Not an American myself, but why should that be good for ordinary American citizens?

Few people make loads of money, some Gen-Xer secure the value of their 401k and the younger ones are out of job?

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