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When I try and explain that tokens inferenced increased 25-fold in a year and are multiplying exponentially, cascading through the economy, and are likely to push real GDP growth per year toward double digit territory, many clients and companies simply do not comprehend. Because they have not experienced 25-fold, most investors hear the number 25 attached to growth and mentally note 25% which, in the context of history, is really good growth. 25-fold is in another investment orbit: 100 units increasing, not to 125, but soaring to 2500! Now that revenue at the frontier AI labs is multiplying 5-fold and 10-fold over six months to one year, and revenue growth at more mature companies that are on the right side of AI change is reaccelerating from 25% to 30-40%+, I am beginning to see more “deer in the headlights” Half the solution is understanding the AI problem and the AI opportunity, company by company: revenue growth, productivity and costs, interest coverage. “Facts are stubborn things.” The equity market psychology is shifting from “AI hype” to “oh NO” and “oh YES”, stock by stock.
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The AI riptide is already underway

elonmusk ↗
Library as of 2026-10-20