AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked?

Frontier lab insiders now entertain intelligence caps and sub-2027 timelines while memory costs and agent token spend outpace prior projections.

• A cap on intelligence: A frontier lab leader told Nathan Labenz at The Curve that there likely is an intelligence level AI shouldn't surpass, and said a flop cap (e.g., ~10^27 for a pretraining run) "could be reasonable."
• Short timelines consensus hardens: Frontier insiders at The Curve focused on 2026-27 as the critical window for recursive self-improvement, with 2028 talk largely absent; Elon Musk reportedly bets on 2029-2031 infrastructure instead.

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