The AI Illusion

One of the most interesting things in the AI industry today, and something that remains outside the attention of 99.9% of people, is the real impact of artificial intelligence on the economy.

Hyperscalers are investing hundreds of billions of dollars in AI infrastructure. Corporations are spending billions on tokens and on attempts to integrate AI into their operations. And the entire market is being accelerated by everyone buying from each other in a loop, valuations rising, more capital flowing in, and the market continuing to expand.

But the question that I think is actually worth asking is this: how much is artificial intelligence really affecting the economy and GDP today?

I think you may be surprised, but if you try to estimate it and look at the actual data rather than the perception created by society and social media, the impact of AI on GDP today is approximately zero percent.

In simple terms, the hundreds of billions of dollars invested so far have not yet produced any noticeable additional economic growth.

Does this mean AI is useless? Of course not.

Over the next several years, there is a very high probability that this number will change and AI will genuinely create enormous additional value.

But the data we see today tells us something different. The speed at which artificial intelligence is being integrated into society, the economy, and the world has been significantly overestimated.

And at some point, these expectations will be corrected, and the entire industry will correct along with them.