Compute and Human Capital

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Monday, February 2, 2026

Upgrades in model and agent capabilities are increasing the efficiency of compute, leading to discussions about workforce changes like Oracle's layoffs.

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@ChinaMacroFacts中国政经事实ChinaFacts

Model and agent capability upgrades mean that the "human capital" corresponding to any given amount of compute will keep increasing continuously. At this point in time, Oracle laying off people while buying cards is clearly thickening its EV. Based on AI penetration and token

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