AI is 3% of GDP spending but 80% of output depends on it, argues teortaxesTex

teortaxesTex · x · 2026-09-21

teortaxesTex argues that while AI accounts for only 3% of GDP by expenditure, roughly 80% of contemporary GDP wouldn't exist on a no-AI trajectory — his self-described "moderate" medium-term scenario. He warns the key trick is making AI "compile itself out of the loop," and this decoupling won't happen by default; it needs deliberate attention.

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AI is 3% of GDP spending but 80% of output depends on it, argues teortaxesTex

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