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“The company that fuses government data into AI targeting and deportation systems gets a much bigger addressable market as cheap multimodal models make watching everyone affordable for the first time.”
Source
Dwarkesh PodcastYouTube“The most important question nobody's asking abou…”4:51
“However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10 cents per million input tokens. So if you process a frame every 10 seconds, and if each frame is, say, 1,000 tokens, then for $30 billion, you can process every single camera in America.”
Performance
Entry$151.20
Current$129.30
Since call-14.48%
Confidence72%
How this was scored
Entry$151.20Mar 11, 2026 · 18:57 UTC · paste.trade
Resolution$129.30Jul 3, 2026 · 13:32 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:32 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.