AI is everywhere except in the GDP numbers — here is what triggers the break
Source: Fortune ·
The productivity data doesn't show the AI boom, and won't until companies stop cost-cutting and start building. Nobody is positioning for that trade.
From the source
About a year and a half ago, I was invited to an event abroad with some extremely well-known founders from around the world. Three days of conversations about technology and everything technology touches. It was great. During one of the AI breakouts, a group of us started comparing notes. Most of the people in the room had known Collective[i] for years. Some as customers. Some as investors. Some as friendly skeptics who had watched us build something that did not fit the standard tech narrative until AI became the thing. Now we were at the start of the AI mass revolution, and everyone had questions. The scale of what we had been building, the speed of adoption, and the revenue growth were finally large enough that the skeptics were the ones asking how to participate. Here is the thing about that room. Every one of them had missed AI at the front end. Every great VC and every great founder had. In tech circles, if you miss a revolution you are not in the know, so you fake it, hard,…