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I would be long carmack in the sense that I think he will have good judgement and taste running a business but I really don't see anything in common between AI and graphics.

Maybe someone better at aphorisms than me can say it better but I really don't see it. There are definitely mid-level low hanging fruits that would look like the kinds of things he did in graphics but the game just seems completely different.

I think people would do well to read about Philo Farnsworth in this context.

Only if computation is the bottleneck. GPT-4.5 shows it’s not.