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Recherche Unscarcity

Quoi de neuf sur Unscarcity

Dernières mises à jour de la bibliothèque de recherche Unscarcity — nouveaux articles, données actualisées et analyses approfondies.

14 min de lecture 3195 mots Mis à jour juillet 2026 /a/whatsnew

Note : Ceci est une note de recherche accompagnant le livre Unscarcity, désormais disponible à l’achat. Ces notes développent les concepts du texte principal. Commencez ici ou achetez le livre.

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Cette page recense les ajouts et mises à jour récents de la bibliothèque de recherche Unscarcity. Les articles sont actualisés quotidiennement avec les dernières données, statistiques et analyses.


11 juillet 2026

Nouveaux articles :

  • The Tool That Trains Its Replacement — from-mbt-suggestion: SpaceX bought Cursor for $60B and trained Grok 4.5 ($2/M input, under half Opus 4.8’s price) on developers’ own coding sessions — how the data flywheel turns everyday tool use into unpaid training for your own automation, and who ends up owning the gains.

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10 juillet 2026

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  • The Commoditization of Intelligence — from-mbt-suggestion: US firms now route up to 46% of their AI tokens to Chinese open-weight models that run 60-90% cheaper (DeepSeek V4 Flash: $0.14 per million tokens vs GPT-5.5’s $5.00) — why, once intelligence becomes fungible, the moat leaves raw capability for integration, trust, and control of the supply.

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9 juillet 2026

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  • Own the Reactor, Own the Compute: Fusion’s Power Race — from-mbt-suggestion: Google and RWE bought equity in a $2.7B German fusion startup, not its power — a new piece on why, in the AI age, owning the reactor means owning the compute, and how the US private-equity, European utility-state, and Chinese state models race to own the machines that end energy scarcity.

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7 juillet 2026

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6 juillet 2026

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5 juillet 2026

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4 juillet 2026

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3 juillet 2026

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  • Compute Landlords: When AI Builders Become Rentiers — from-mbt-suggestion: Meta is standing up ‘Meta Compute’ to rent out spare AI capacity, and SpaceX’s S-1 revealed Anthropic and Google already pay ~$26B a year to use rival xAI’s Colossus - whether compute becomes a priced-like-electricity utility or a four-landlord toll road is the next fork in the abundance road.

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  • IA Agentique : Compétence déterminante pour 2026 — Added Gartner’s 2026 reality check: only 17% of organizations have actually deployed AI agents (60%+ plan to within two years) and over 40% of agentic AI projects are predicted to be canceled by end-2027 - plus MCP, the open standard that makes orchestration skills portable across stacks.
  • Chronologie de l’AGI : où en sommes-nous en 2026 ? — The IPO race is official: OpenAI confidentially filed on June 9, 2026, eight days after Anthropic’s filing at a $965B valuation, while Hassabis now calls AGI by 2030 roughly a coin flip.
  • Calendrier de l’AGI 2026 : ce que prédisent Altman, Hassabis et Amodei — OpenAI confidentially filed for its IPO on June 9 (eight days after Anthropic), Hassabis put AGI at a 50% chance by 2030 at Davos, and Colossus - now inside the newly public SpaceX - rents to rivals: Anthropic pays $1.25B/month, Google $920M/month.
  • Grappes de calcul IA 2026 : la course aux armements GPU de 800 milliards de dollars — SpaceX’s S-1 revealed the compute-rental economy: Anthropic leases all of Colossus 1 for $1.25B/month and Google pays $920M/month (~$26B/year combined), Meta is standing up ‘Meta Compute’ to sell spare capacity, and OpenAI’s Helion fusion deal is signed at 5 GW by 2030 scaling to 50 GW.
  • Formation de GPT-4 : 50 000 MWh et la Crise Énergétique de l’IA — Helion became the first fusion company ever licensed to operate a power plant - Washington State granted its Orion plant the Radioactive Materials and Radioactive Air Emissions licenses in June 2026, keeping the 50 MW Microsoft plant on track for 2028.

2 juillet 2026

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1 juillet 2026

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27 juin 2026

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26 juin 2026

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25 juin 2026

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24 juin 2026

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  • GPT-4.5 réussit le test de Turing. Et maintenant ? — ARC-AGI-2 — the benchmark built to stump AI pattern-matchers — has essentially fallen: GPT-5.5 now tops it at 85% (GPT-5.4 Pro 83.3%, Gemini 3.1 Pro 77.1%), up from ~1% in early 2025 and well past the 66% an average human scores; the human-baseline figure was corrected, and the newer agentic ARC-AGI-3 still knocks every frontier model below 1%.

23 juin 2026

Nouveaux articles :

  • The AI Talent Paradox: When Genius Is the Last Scarcity — from-mbt-suggestion: Google paid $2.7B to rehire Transformer co-author Noam Shazeer in 2024, then lost him to OpenAI in June 2026 — three days before Nobel laureate John Jumper left Google DeepMind for Anthropic. When compute and capital go abundant, the scarcest input to AI becomes a few hundred irreplaceable researchers, and the risk is a new cognitive aristocracy that the framework’s decaying-power design exists to prevent.

22 juin 2026

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21 juin 2026

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19 juin 2026

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  • Infrastructure Inversion: When AI Outgrows Human Systems — from-mbt-suggestion: GitHub now runs partly on Amazon’s cloud after AI agents drove commits from 1B/year to a 14B pace and pull requests up 325% in six months; the deeper story is why any system built for human throughput breaks when agents arrive at machine speed — and what that means for the abundance infrastructure the book calls the Foundation.

18 juin 2026

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  • Le Futur 100x : Pourquoi la Prochaine Décennie Change Tout — Updated the model-progression table to Claude Opus 4.8 — 88.6% SWE-bench Verified, 69.2% SWE-bench Pro, released May 28, 2026 — with OpenAI’s GPT-5.5 and Google’s Gemini 3.1 Pro a few points behind in a tightly packed frontier race.
  • Post-pénurie : le mot pour quand la rareté devient optionnelle — Anthropic’s Claude Opus 4.8 (out May 28, 2026) now resolves 88.6% of real-world software bugs on SWE-bench Verified, and Commonwealth Fusion’s SPARC has slipped first plasma to 2027 — refreshing the AI and fusion curves the article uses to argue scarcity is becoming optional.

17 juin 2026

Nouveaux articles :

  • Who Pays for AI’s Electricity? The Grid Cost Fight — from-mbt-suggestion: Data centers drove 63% of PJM’s record capacity-price spike — roughly $9.3B added to household and business bills — as Oregon’s POWER Act, the Senate GRID Act, and a White House ratepayer pledge fight over whether AI firms or ordinary ratepayers pay for the grid buildout.

16 juin 2026

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  • Économie des Colons : Pourquoi les Utopies Échouent et Ce Qui Fonctionne à la Place — NEOM halted The Line until after 2030 in a May 2026 reset under new CEO Aiman al-Mudaifer: the 2030 resident target was cut again to ~100,000, spending pivoted to Oxagon’s AI data centers, and the kingdom faces a ~$16B bill just to cancel signed contracts — sharpening the article’s lead example of a top-down megacity that burned $50B for zero residents.

14 juin 2026

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  • Le Japon a racheté les samouraïs en 1876. Peut-on le refaire ? — Replaced an unverifiable AI-jobs stat with Goldman Sachs’ canonical projection — AI could expose the equivalent of 300 million full-time jobs to automation — and added its April 2026 read that AI is now costing roughly 16,000 US jobs a month, with workers in their twenties hit hardest.

13 juin 2026

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  • Post-Rareté Sans Fusion : Chemins Redondants d’Abondance — Refreshed the abundance-driver evidence: Helion’s June 2026 $465M round at a $15.5B valuation (2028 Microsoft target intact), 1X’s Neo humanoid now in production at $20,000/$499-a-month with first deliveries expected late 2026, and Unitree’s 5,000+ 2025 humanoid shipments plus its new Shanghai STAR IPO approval; also corrected a fusion-vs-fission mix-up and a market-size attribution.
  • When AI Goes Public: Shareholders vs. Abundance — from-mbt-suggestion: absorbed the “owning-the-machines” capital-accounts-vs-checks topic into this existing canonical rather than write a near-duplicate; added Dario Amodei’s June 10 “Policy on the AI Exponential” essay — an AI CEO conceding job loss may be “intrinsic” and floating “universal capital accounts” — to the Democratization Mirage section, with the case that a capital account is the same money-claim trap as a dividend check.

12 juin 2026

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11 juin 2026

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  • When AI Goes Public: Shareholders vs. Abundance — from-mbt-suggestion: absorbed the “ai-ipo-ownership-vs-abundance” MBT topic into the existing canonical instead of writing a near-duplicate third IPO article; added “The Democratization Mirage” section (owning a share is not the same as access) anchored to Sanders’ American AI Sovereign Wealth Fund Act (50% public stake, Altman meeting, Trump convergence) and SpaceX’s $30B Google compute deal ahead of its ~$1.78T IPO.
  • Service Civique : construire la résilience humaine à l’ère de l’IA — Refreshed national-service statistics on a 182-day-stale article: Singapore’s annual intake corrected from 20,000 to ~21,300 (MINDEF 2026), the June 2024 Israeli Supreme Court ruling ending the blanket ultra-Orthodox exemption added, Switzerland’s record 2025 civilian-service admissions (7,211) and 2026 referendum noted, and an internal four-vs-five-year inconsistency in Ara’s service arc fixed.
  • Comment retirer une superpuissance : plan du Costa Rica 1948 — Refreshed the US defense figure to FY2026: national-defense spending now tops $925B (NDAA topline) and approaches $1T with reconciliation, replacing the dated “over $900 billion.” Re-verified the Alaska 2025 PFD ($1,000 to 600,000+ residents) as still accurate, so it was left unchanged.
  • Comment transformer 60 000 milliards de dollars de richesse mourante en réacteurs à fusion — Updated donor-advised-fund assets from $234B to $326B (2024 data) and refreshed the fusion line: SPARC is now ~75% assembled with first plasma still targeted for 2027, and Helion’s $465M Series G at a $15.5B valuation plus OpenAI’s 5 GW-by-2030 talks were added alongside the existing Microsoft 2028 delivery.

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