Geopolitics
Developing Countries Advised to Index AGI Supply Chains Over Job Retraining
Dwarkesh Patel Podcast
Alex Imas and Phil Trammell – What remains scarce after AGI?
"There is a world where it is concentrated, in which case it's gonna be really hard to index AGI. There is another world where it is not, it's electricity, then basically every company has access to AGI. So you just buy the index. Nigeria just needs to buy the index and Nigeria has access to AGI because of the open models."
When asked what countries like India or Nigeria should do if excluded from AI production, economists recommend sovereign wealth investments in AGI supply chains over retraining programs. They argue the speed of AI advancement makes indexing more practical than education, though success depends on whether AI becomes commoditized like electricity or concentrated like social media platforms.
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Dwarkesh Patel Podcast