Tiago

Peter Thiel just told Silicon Valley it’s automating away its own cognitive moat. Nobody there is paying attention. Thiel: “It is striking to me how bad Silicon Valley is at talking about these sorts of things.” The industry is either arguing over 20% improvements in the next transformer model or jumping straight to simulation theory. They’re missing the massive real-world shift happening right in the middle. Thiel: “My intuition would be it’s going to be quite the opposite, where it seems much worse for the math people than the word people.” For decades, Silicon Valley worshipped quantitative intelligence. Math and coding were the ultimate safety nets. Thiel: “Within three to five years, the AI models will be able to solve all the US Math Olympiad problems.” Once a machine instantly solves the hardest math problems on earth, the economic value of being a human calculator doesn’t just decline. It disappears. And the historical irony is brutal. The societal bias toward math over verbal ability started during the French Revolution. Not because math was more valuable. Because verbal ability ran in aristocratic families, and math was elevated as the great equalizer to break nepotism. A 200-year-old political accident became the foundation of Silicon Valley’s entire hiring philosophy. AI is about to snap it back. The people who built the models that can now outperform them mathematically spent their careers optimizing for the wrong skill. The future belongs to the word people. The engineers didn’t see it coming because they were too busy calculating.