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Eric Siu breaks down how AI is reshaping the economy. Companies heavy on AI are growing at 27% annually versus 18% for moderate users and much slower for those without it. The gap is widening fast.
Eric Siu breaks down how AI is reshaping the economy. Companies heavy on AI are growing at 27% annually versus 18% for moderate users and much slower for those without it. The gap is widening fast.
Check this out. The economy is splitting. AI is the fault line. So on Ramp, November 2022 to November 2025. So they're the credit cards company, tech finance company. Annualized revenue growth by AI intensity. So this is comparing heavy AI users versus moderate AI versus no AI spend. These are the companies, okay? So look at this. If you're a heavy AI use company, 27% growth, okay? Annualized revenue growth by AI intensity. Moderate AI, 18%, okay? Which is pretty good still. No AI spend, which is US nominal GDP. Look at this over here, right? Wow. I just find that fascinating.
