A Bittensor holder says AI could add or erase nearly $1 quadrillion of output by 2035

bittingthembits · x · 2026-07-22

The post argues that the biggest uncertainty around AI is not whether it will matter, but how much it will reshape the economy.

It cites forecasts ranging from 0.1% to 30% annual growth impact, saying the gap by 2035 could amount to nearly a quadrillion dollars in output.
The author says skeptics focus on regulation, slow adoption, and task difficulty, while the bullish case is that AI keeps moving up the task ladder, breaks through institutional friction, and eventually helps automate innovation itself.
He compares the situation to electrification and computerization: both looked slow in the early years but later rewrote the economy.
The investment conclusion is that he does not want exposure to a single model, lab, or company, but to the broader market where intelligence, compute, data, and agents compete.
His thesis on $TAO / Bittensor is simple: if AI grows slowly, Bittensor still benefits; if AI growth explodes, the coordination layer benefits too.

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