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Source: backtest.substack.com​

Sam Altman "We see a future where intelligence is a utility like electricity or water and people buy it from us on a meter"

5/27/2026

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Comparing intelligence to electricity or water suggests a few things:

Always available - not something you “own,” but something you tap into whenever needed.

Metered consumption - you pay for usage, like compute, tokens, or API calls, rather than buying software once.

Utility scale dependence - it becomes embedded in daily life and business operations to the point where people stop thinking about using AI and just expect it to be there.

I still meet people today who question whether AI is going to have a significant impact.

They have no idea why is coming.



Via https://backtest.substack.com/p/sam-altman-we-see-a-future-where
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    Dave Johnson

    I'm Dave Johnson, a former investment advisor and quantitative system developer with over 30 years of experience building and trading mechanical systems. These days I focus on rules-based research, honest backtests, and sharing what the data actually shows.

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