I really enjoyed this, and especially appreciated the detailed assumptions and corresponding projections in the research tab.
Your treatment on energy requirements is interesting, but unless I’m missing something I haven’t seen anything explicit on this - is your assumption that energy requirements won’t be a bottleneck that slows down the US competitive advantage?
I read your chart (figure 23) to suggest that compute will require 3.5% of US energy and assuming no increase in US energy production ( 7x increase from Jan 2025 baseline). ... (read more)
I think the the assumption is that this is the USG of the last 50 years - which has flaws, but also has human rights goals and an ability to eventually change and accommodate the public’s beliefs.
So in the scenario where AI is controlled by a strongly democratic USG, you have a much more robust “alignment” to enlightenment values and no one person with too much power.
That said, that’s probably a flawed assumption for how the US government operates now/ over the next decade.