4 sources healthy · latest episode 9 Nov 2026
causal claim

Developing better AI requires producing larger quantities of more capable chips and building out the semiconductor supply chain.

Thomas Larsen · AI 2040: Plan A report - Daniel Kokotajlo & Thomas Larsen · 8 Sep 2026

In their words

The transcript segments this claim was taken from

“basically they guys will be able to uh everything or at least everything that really matters so there is yeah you mentioned the notion of bullshit jobs i would i would just sort of start with let's consider everything we need to make better ais as maybe like a first step of like which is a large chunk of the economy so for example for this what you need you need to be able to build bigger better chips and more chips and that's the entire semiconductor supply chain to build semiconductor supply chain you need”
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