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Musk ditches EVs for AI: $20B bet on robotics?
杨杨得億
joined discussion · Jan 29 14:18

AI is pushing technological advancement from 'linear evolution' into 'exponential stacking'

This time it's different; it's not about being faster, the mechanism has changed The essence of technological progress over the past few decades has been linear: One technology → transforms an industry → exhausts the dividend → growth rate declines. Take a look at what Cathie Wood repeatedly emphasizes in 'Big Ideas 2026':This old model has become obsolete. What's happening now is:AI is no longer just a 'tool' for a specific industry but a 'common foundation' for all technologies. It doesn't replace other technologies but accelerates them simultaneously. This is the essence of the 'Great Acceleration' — not a single breakthrough, but a simultaneous upgrade of the entire system. Logic One: AI gives technology the ability to 'self-reinforce' for the first time. In the past, technological progress relied on human experience and trial-and-error, with speed limited by human capability itself. What AI changes is this underlying logic: The stronger the computing power → the better the model The better the model → the more problems it can solve The more problems → the more data generated The more data → further upgrades in computing power and models It presents a Positive feedback flywheel, rather than the traditional one-way push. Because of this, the cost of AI inference has dropped by more than 99% in just a few years, directly shifting the question from 'Can we use it?' to 'It's being used everywhere.' Technology is beginning to break away from the 'human pace' for the first time and enter the machine pace. Logic Two: When all technologies are integrated with AI, growth is no longer fragmented. This is also why Ark Invest emphasizes that 'the intensity of technological convergence is accelerating.' AI is not taking the spotlight away from energy, robotics, or biotechnology; instead, it is providing them with...
This time it’s different—not because it’s faster, but because the mechanism has changed.
The technological progress of the past few decades was, in essence, linear:
One technology → transforming one industry → capturing the benefits → growth rate slows down.
Take another look at what Ark Invest repeatedly emphasized in 'Big Ideas 2026':This old model has now become obsolete.
What's happening now is:AI is no longer a 'tool' for a specific industry but rather the 'common underlying foundation' for all technologies.
It does not replace other technologies but instead accelerates them simultaneously.
This is the essence of the 'Great Acceleration' – not a single breakthrough, but a simultaneous upgrade of the entire system.

Logic One: AI enables technology to have 'self-reinforcing' capabilities for the first time.
In the past, technological progress depended on human experience and trial and error, with its speed limited by humans themselves.
What AI changes is this underlying logic:
The stronger the computing power → the better the model

The better the model → the more problems it can solve

The more problems → the more data

More data → continuous upgrades in computing power and models
It presents a Positive feedback flywheel, rather than the traditional one-way push.
This is why the cost of AI inference has dropped by over 99% in just a few years, directly shifting from 'Can we use it?' to 'It's being used everywhere.'
Technology begins to break away from the 'human pace' for the first time and enters the machine pace.
Logic Two: When all technologies integrate with AI, growth no longer remains fragmented
This is also why Ark Invest emphasizes that 'the intensity of technology convergence is accelerating.'
AI does not steal the spotlight from energy, robotics, or biotechnology but instead replaces their engines with a unified one:
Energy: AI consumes electricity → forcing upgrades in energy storage and power systems

Robotics: AI gives robots 'perception + decision-making + learning' capabilities

Biotechnology: AI makes massive amounts of life data computable

Blockchain: AI agents require a trusted settlement and identity layer
Previously, these sectors developed in parallel, but now they are beginning tounlock each other's potential limits.
This is what is referred to as 'the great acceleration is not a forecast, but a structural change'.
Logic Three: Once entering the overlapping zone, growth rates can suddenly become distorted
Why would a figure like 7% global real GDP growth, which seems 'outrageous,' be suggested?
It’s not due to optimism, but becauselinear models severely underestimate outcomes during exponential phases.
When robots start freeing up labor time,
When AI agents compress transaction and decision-making costs,
When automation begins to permeate service industries and household scenarios,
Growth no longer comes solely from 'more capital,' but fromthe production function itself being rewritten.
Historically, every paradigm shift in productivity was initially mocked as overly optimistic—until the data forced a revision.

So, what does this article really want you to realize?
It's not about betting on a specific track,
It's not about believing in a particular number,
But rather: When technology starts to 'accelerate mutually,' the biggest risk is not misjudging the direction, but continuing to understand the new world with an old map.
In this environment, debating speed is no longer meaningful,
The only thing that matters is -- whether you are inside the accelerating system or outside of it.
Action $CSOP Tesla Daily (2x) Leveraged Product (07766.HK)$
This time it's different; it's not about being faster, the mechanism has changed The essence of technological progress over the past few decades has been linear: One technology → transforms an industry → exhausts the dividend → growth rate declines. Take a look at what Cathie Wood repeatedly emphasizes in 'Big Ideas 2026':This old model has become obsolete. What's happening now is:AI is no longer just a 'tool' for a specific industry but a 'common foundation' for all technologies. It doesn't replace other technologies but accelerates them simultaneously. This is the essence of the 'Great Acceleration' — not a single breakthrough, but a simultaneous upgrade of the entire system. Logic One: AI gives technology the ability to 'self-reinforce' for the first time. In the past, technological progress relied on human experience and trial-and-error, with speed limited by human capability itself. What AI changes is this underlying logic: The stronger the computing power → the better the model The better the model → the more problems it can solve The more problems → the more data generated The more data → further upgrades in computing power and models It presents a Positive feedback flywheel, rather than the traditional one-way push. Because of this, the cost of AI inference has dropped by more than 99% in just a few years, directly shifting the question from 'Can we use it?' to 'It's being used everywhere.' Technology is beginning to break away from the 'human pace' for the first time and enter the machine pace. Logic Two: When all technologies are integrated with AI, growth is no longer fragmented. This is also why Ark Invest emphasizes that 'the intensity of technological convergence is accelerating.' AI is not taking the spotlight away from energy, robotics, or biotechnology; instead, it is providing them with...
Reverse reference $CSOP Tesla Daily (-2x) Inverse Product (07366.HK)$
This time it's different; it's not about being faster, the mechanism has changed The essence of technological progress over the past few decades has been linear: One technology → transforms an industry → exhausts the dividend → growth rate declines. Take a look at what Cathie Wood repeatedly emphasizes in 'Big Ideas 2026':This old model has become obsolete. What's happening now is:AI is no longer just a 'tool' for a specific industry but a 'common foundation' for all technologies. It doesn't replace other technologies but accelerates them simultaneously. This is the essence of the 'Great Acceleration' — not a single breakthrough, but a simultaneous upgrade of the entire system. Logic One: AI gives technology the ability to 'self-reinforce' for the first time. In the past, technological progress relied on human experience and trial-and-error, with speed limited by human capability itself. What AI changes is this underlying logic: The stronger the computing power → the better the model The better the model → the more problems it can solve The more problems → the more data generated The more data → further upgrades in computing power and models It presents a Positive feedback flywheel, rather than the traditional one-way push. Because of this, the cost of AI inference has dropped by more than 99% in just a few years, directly shifting the question from 'Can we use it?' to 'It's being used everywhere.' Technology is beginning to break away from the 'human pace' for the first time and enter the machine pace. Logic Two: When all technologies are integrated with AI, growth is no longer fragmented. This is also why Ark Invest emphasizes that 'the intensity of technological convergence is accelerating.' AI is not taking the spotlight away from energy, robotics, or biotechnology; instead, it is providing them with...
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