Toby Ord: AI revenue growth mixes capability, apps, and long lags
tobyordoxford · x · 2026-11-10
Toby Ord joins the ECI economic-value debate, arguing current AI revenue growth is a messy combination of: (a) raw AI capability as measured by metrics like ECI, (b) better apps and APIs, and (c) lags—if AI training stopped, total revenue might still grow 100x or more. A useful decomposition for why revenue data can't be straightforwardly attributed to capability gains.
Related event: Toby Ord: AI revenue growth blends capability, application and lag effects(4 posts)→
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