AI Industry
In plain terms
ENGINE AHEAD — crowd sees scaling, engine sees collapse Report #59 adds substrate migration variable: DARPA O-CIRCUIT (Mar 2026) funds milliwatt BPUs for drone chemotaxis.
Analysis
ENGINE AHEAD — crowd sees scaling, engine sees collapse
Report #59 adds substrate migration variable: DARPA O-CIRCUIT (Mar 2026) funds milliwatt BPUs for drone chemotaxis. In-Q-Tel invested in Cortical Labs. DishBrain/Brainoware/FinalSpark demonstrate biological compute at <1W. If OI scales, TSMC/ASML/rare earth chokepoint becomes obsolete. BSL-2 lab costs <$500 thousand — compute that cannot be sanctioned. Same-funder paradox: alignment community funds the substrate that breaks alignment. The energy comparison (20W vs 50+ GWh) makes OI the only substrate that survives BAU2 energy constraints.