AGI Bottlenecks

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  "title": "AGI Bottlenecks",
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  "summary": "A structured comparison table of the supply-chain inputs that gate frontier AI capability — compute, fabs, HBM, energy, data, algorithmic insights, talent, capital, deployment infrastructure, and regulatory friction — scored on current tightness, trajectory, time-to-relieve, cost-to-expand, controllers, and geographic concentration. Useful as a strategic map of where governance interventions have leverage; entries are deliberately concise to support quarterly refresh, and the snapshot will age within months rather than years.",
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