Signal over Noise: The real-world constraints to scaling AI

AI demand is strong, but power, permitting, and infrastructure bottlenecks—not model quality—will determine which companies capture AI value.

• Demand vs. supply gap: AI capabilities improve at a "super exponential rate" while physical infrastructure and enterprise adoption scale linearly, creating a widening value-capture gap.
• Consumer adoption is fast: OpenClaw hit 100,000 GitHub stars in three months (first open-source project ever); Muse got 1.43 million iOS downloads in 12 days, beating early ChatGPT benchmarks.

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