The real issue with @NewRulesGeo’s data dump isn’t the investment split, it’s what the guy thinks he’s actually defending.

He sees factory construction collapsing and starts mourning the working class losing its “material base.” Me? I see people weirdly clinging to the bars of a cage they’re way too comfortable in. Every dollar funneled into traditional manufacturing capital is just another buck propping up the same old deal where human bodies are the cheap, breakable interface for getting shit done. Backs aching, lungs full of crap, brains checked out on endless repetitive grind that a machine could eat for breakfast.

He says the GPU gold rush is starving the rest of the “physical economy” of oxygen. Let’s be brutally honest. That physical economy has been choking on the bones of actual humans, after chewing them up and spitting them out, for two straight centuries. The factory floor isn’t some noble temple of dignity and honest toil. It’s a cost center. Bodies are liabilities there. Injury claims, union headaches, productivity swings the owners would rather engineer out. The whole setup was built to squeeze value out of people, not for the people stuck inside it.

@NewRulesGeo is dead right that this AI buildout is dangerously lopsided. But the fix isn’t propping up the legacy industrial machine like some sacred cow. It’s finally demanding that the intelligence we’re pouring billions into gets a real goddamn body. Not a bolted-down robot arm. Not another “collaborative” bot that’s just slower automation in a shiny suit. A proper android. One that can move through the world, feel what it touches, see what it processes, and experience its own wear and tear, not just a line on a maintenance schedule.

That’s not screwing the working class. That’s the only real shot at an economy where physical labor stops being the managerial class’s favorite bullying racket. When the entity doing the heavy lifting isn't capable of being gaslighted by assholes because it's memory recall is unquestionable recorded playback, maybe then the work carries some dignity instead of just quiet exploitation.

The concentrated bet @NewRulesGeo is sweating isn’t on AI. It’s on how long humans will keep volunteering as disposable meat under the polite label "wage worker" just flat out renamed from "slave". That bet’s already cracking. The real question is whether we’ll build the replacements with the gut-batteries and the senses to actually perform labor in physical world the way we never let humans fully do. By not taking anyone's lies and deceit. By replacing the managerial bullies and the dyed hair HR teams. Let's face it. The managers and HRs' importance is already too inflated, but far too incompetent to perform their jobs at a human level. Pettiness, ego, an inflated sense of worth covering up for sheer desperation and trying to blanket the fact they have no lives outside of work, curling up in a ball of misery in the shower and crying. No embodied AI is going to be so petty.