OpenAI's AGI economics lead: AI-native internet could be developing countries' mobile-money leapfrog

daveholtz · x · 2026-09-17

David Holtz, a Columbia professor on leave to lead AGI economics research at OpenAI, draws an analogy to how developing countries skipped landlines and traditional banking. In much of the world people still pay for data by the megabyte — for the poorest 40% in Sub-Saharan Africa, 20 GB of mobile data costs about a third of monthly income. AI flips the equation: compute is expensive server-side, but responses can be tiny text payloads, making an 'AI-native internet' of simple text exchanges a plausible leapfrog path.

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