Forecasters keep underestimating AI revenue growth while overestimating self-driving diffusion

davidmanheim · x · 2026-09-24

A recap by the Forecast Research Institute shows forecasters have a mixed record on AI adoption and diffusion: two studies found they greatly underestimated AI revenue growth (a key adoption proxy), they're on track to overestimate self-driving car diffusion, yet they're fairly accurate on AI's electricity share (3-4% by end of 2027 vs a 3.2% LLM projection). David Manheim adds that Robin Hanson's economic-impact view is less obviously mispredicted, though current estimates likely exceed his expectations.

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