So from that point of view you can indeed look at it as the entire value of the economy should be invested into AI companies.
Already in posting here you have to actively avoid using language that could be mistaken for AI generated text or people instantly devalue your comment if not outright call you on it and try to have your account banned etc. It's not about the content of the comments - it's because they don't think AI content carries value.
Which is all to say IMHO a surprisingly large slab of the economy is going to resist AI automation, because people will instinctively reject anything that IS automated as low value (because it actually will be, in the long run).
The question is when will we get there.
If the answer is tomorrow, money means nothing and none of these investments matter. If the answer is 30 years, well lots of money to be made up until the inflection point of machines being able to design, build, and repair themselves.
Meanwhile people are still begging car manufacturers to stop locking their glove box behind a touch screen. Or how about a TV that isn't loaded with crappy software that makes it unusable after 2 years. There's a reason we don't put tech in everything.
https://en.wikipedia.org/wiki/Panic_of_1873#Factors
"In the United States, the panic was known as the "Great Depression" until the events of 1929 and the early 1930s set a new standard.[2]"
What are you counting in this category?
My neighbors just gave Ford $60k. It'll be a while until my neighbor gives Anthropic $60k.
How much of that 60K does Ford actually keep? And how much will it be once BYD is allowed in the US? The forecast for Ford is pretty much only downwards, the possible upside on AI is huge.
If every company in the F500 starts spending $2000+ on AI credits per employee, then every consumer product will indirectly be funding AI companies. I think it's already the case that companies small enough to avoid/skip getting O365 or Google Suite subscriptions will pay for AI first.
AI company revenues aren't driven by consumer subscriptions.
The people doing $20 or even $200 per month plans for their side projects aren't driving the demand. It's going to be business customers spending $1000/month or more per developer and all of the companies feeding their business processes through the API like call centers, document processing, and everything else.
If you're thinking of AI companies as consumer plays you're only seeing the tip of the iceberg. We get cheap access to Claude because they want us playing with it so when it comes time for our employers to choose something we can all lobby for Anthropic.
They should stop messing with us then. Stealth model changes, threatening to take code away on the $20 plan, the list goes on.
Now count the Amazon deliveries in a year on said same street. And next year, and the year after, and.. however long one keeps a Ford these days..
It's quite a scary thought exercise.
Amazon makes 800 dollars off of each person in revenue.
Ford makes $303 per person in revenue.
AWS makes the same.
AI spend for all platforms $450 per person
Their costs to produce aren't equal.
How many businesses are paying Ford $10 million per annum?
Computer costs keep collapsing. Image and audio generation is turned out to be less computer intensive than text (lol).
First company to launch 24/7 customized streaming AI slop wins!
$1k for a lot of developers here is totally worth it.