Bain: $4.7 trillion in global profits created or shifted by AI by 2035

bittingthembits · x · 2026-09-22

Citing Bain & Co: $4.7 trillion in global profits will be created, shifted or lost to AI between 2025 and 2035 — versus $1.4 trillion the internet moved over twenty years. The internet structurally transformed 41% of industries; AI will transform 71%. Key line: the internet was a distribution technology, AI is a production technology. The author also cites Musk's claim that AI could roughly double US GDP growth next year, from 2% to 4% or more. The fight is no longer whether AI works, but who owns production.

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