Scott Alexander Estimates AI Labs' Revenue Could Add 0.5 Points to GDP Growth

Scott Alexander estimates that OpenAI and Anthropic's combined $50B revenue, tripling yearly, could add about 0.5 percentage points to annual GDP growth. Ben Todd adds that much of AI's value accrues as consumer surplus invisible to GDP statistics.

2026-09-09 ~ 2026-09-09 · 2 related posts

• Scott Alexander: OpenAI+Anthropic's $50B revenue implies +0.5pp GDP lift already — ben_j_todd · 2026-09-09
• Ben Todd: much of AI's value hides in consumer surplus, invisible to GDP stats — ben_j_todd · 2026-09-09