Though I guess on careful reading Hanson does say computer/electronics, which is broader than AI; not sure how to calculate numbers there, haven't tried. Market caps of those companies are well ahead of 5% of the US stock market!
ECONOMY
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GDP vs Market Cap: Comparing Flows and Stocks in US Economy
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5% of US GDP is around $1.3 trillion (of annual expenditure / product) and I don't think we've hit that globally or within the US? Nvidia's market cap is not a flow; Nvidia's market cap would be more comparable to the net worth of the US, 5% of which would be around $6 trillion.
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Manufacturing Employment Surge in the US Explained
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What's the best explanation for the surge in manufacturing employment and investment in the US?
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Super-persuasive machines and influencer creation tools
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Before we get super-intelligent machines, we'll get super-persuasive machines. Which companies currently have the most effective tools for creating online influencers and social media campaigns?
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Copyright breach threatens social contract and societal stability
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Sure. If you break the society-wide agreement that is Copyright, then society breaks down.
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AI tools and their projected impact on market share
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The most interesting chart will see in the future, is how the total volume will jump further after AI tools start capturing bigger market shares. Would love to see Meta on the graph too
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Google, Microsoft, and Meta Report Rising AI-Related Emissions
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Google, Microsoft and Meta have all reported significant emissions increases due to AI. Source: The Conversation
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Did Collective Bargaining Stop AI Policy Changes?
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technically didn't the collective bargaining last yr stop this?
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ASC Product Cycle: From Explosive Growth to Market Saturation
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2022 – ASC introduced in Q4
2023 – ASC largely crushes it, driving profit 2024 – ASC falls off a cliff for most, driving returning customers more than new. -
Meta’s Growing User Base: 3.24 Billion Daily Active Users
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while Zuck has presented a louder image in the past year, what hasn't changed since he wrote this email is that Meta provides a service to most people with internet access. it had 3.24 billion 'family daily active people' on average in March, up from 2.26 billion in December 2019