Epistemic Status: Strong opinion loosely held. Haven't ran numbers or considered corporate espionage (e.g. accidental collisions of certain satellites that were giving africans just enough internet to go on TBA). Unsure if the time horizons of rapid industrialization betray the slowest timelines for venture-backed startups (occam's razor suggests this).
There's a loosely held argument that frontier labs ought to focus some efforts towards debatably 'woke' causes that, if leveraged appropriately (load-bearing sufficient assumption), may fast-track their path to profitability. For example: water desalination, irrigation + terraforming parts of africa, portable nuclear energy, better internet coverage in pre-industrialized countries.
Reasoning:
* Bringing more people online requires leapfrogging steps to industrialization
* * In order to have good internet, you need to have good internet infrastructure (CPEs, repeaters, backhauls), or a couple of satellites
* In order to have good internet infrastructure, you need cheap energy and good energy infra
* In order to have cheap energy and good energy infra, you need to buy or build power plants, and the requisite infra to support them.
* In order to have the infra to support power plants, you need good roads, transit systems, sewage and waste management systems.
* In order to have that support infra, you need people trained and incentivized to maintain it ( who probably need to have a sense of pride in their labor and not feel overly extracted from, etc).
* Over 2.2 billion people, or over 20% of the planet is not meaningfully online (say, online enough to doomscroll, or build a business on the internet)
* Right now, OAI has ~800mm WAUs as of late 2025, or ~13% of the online world.
* If the same proportion of those 2.2 billion people were brought online and converted to being OAI customers, all else being equal, that would lead to about a 286 million person bump in their WAUs.
* That's a 35% increase