Zhu Su Compares AI to Oil, Predicting Future Commodification and Societal Risks
2026-07-20 11:20

Woofun AI notes that Zhu Su, co-founder of Three Arrows Capital, stated on July 20 that oil serves as the optimal analogy for artificial intelligence. He argued that both technologies exist in diverse forms but are destined for eventual commodification. Su highlighted that development in both sectors demands substantial, often state-backed capital investment. While the benefits accrue to society broadly, he warned of significant externalities requiring management, citing environmental pollution for oil and energy consumption or job displacement for AI.

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Zhu Su
Three Arrows Capital
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