Toby Ord: AI revenue growth blends capability, application and lag effects

Toby Ord argued current AI revenue growth mixes raw capability gains, better applications, and lagged value realization, suggesting revenue could still grow 100x even if training stopped, though attribution remains unclear.

2026-11-10 ~ 2026-11-10 · 4 related posts

• Toby Ord: AI revenue growth mixes capability, apps, and long lags — tobyordoxford · 2026-11-10
• Toby Ord: AI revenue may scale exponentially with intelligence, but attribution unclear — tobyordoxford · 2026-11-10

2 near-duplicate retellings: tobyordoxford · ben_j_todd