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!
INVESTMENT
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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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Anthropic Takes Strategic Action in AI Development
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Anthropic knew what they had to do. And they did it.
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Jared Leto Invests in Generative Video AI Again
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I wrote this! It’s also @JaredLeto
’s (yes, THAT Jared Leto) second generative AI investment (generative video, even more specifically) in a month. -

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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Founder-Led Sales as Customer Development in Early Startups
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the reason that founder led sales is important early in a startup is that the process doubles up as customer development, which informs and guides the product, value proposition, ICP, and more
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UncovAI, Sarus and Naaia win Shake’Up call for projects
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[#Article] @UncovAI, @Sarus_tech and Naaia, winners of the 6th Shake'Up call for projects by @WavestoneFR https://actuia.com/actualite/unco vai-sarus-et-naaia-laureats-du-6eme-appel-a-projets-shakeup-de-wavestone/ … #AI #ArtificialIntelligence
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Canada’s AI Infrastructure: Building Domestic Compute Innovation
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$2B for #AI infrastructure in #Canada is crucial, but domestic development is key. Our VP of Product, @beach66
, discusses fostering home-grown AI #compute innovation in @readthepeak
's latest tech newsletter. Read more at the link below. https://
readthepeak.com/stories/07-24-
a-buy-local-approach-to-canada-s-ai-strategy/
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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. -
AI Revolutionizing Agricultural Financing in India
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Meet the speaker @ #GlobalIndiaAISummit – Mr. Sanjay Uppal, Founder & CEO, https://t.co/tPZNrSCL5s. Sanjay discussed https://t.co/tPZNrSCL5s's focus on the Agri Financing session, exploring how AI can revolutionise agricultural financing and support India's 15% GDP sector.… pic.twitter.com/QtyL2w4xyj
— IndiaAI (@OfficialINDIAai) 8 juillet 2024Meet the speaker @ #GlobalIndiaAISummit – Mr. Sanjay Uppal, Founder & CEO, http://
Finbots.ai. Sanjay discussed http://
Finbots.ai's focus on the Agri Financing session, exploring how AI can revolutionise agricultural financing and support India's 15% GDP sector.