Alan Kohler

and our models rely on linear progression, not exponential.

I mean, doubling every four to seven months is, well, it's exponential, isn't it?

I mean, it's kind of much faster than Moore's law, which was the transistor and computer.

doubling every 18 months to two years.

I mean, that's kind of been going on for decades.

But now we've got AI doubling every four to seven months.

I mean, there's no way, is there, that economic modelings or predictions can actually cope with that.

You asked Claude to do it.

You didn't do it.

So Anthropic has just announced that revenue has doubled between the first and second quarters, and the Wall Street Journal said you're about to report the first profit.

So what does that tell us about what's going on with the take-up of AI?

Because we've also seen data from OpenAI going on, and there's tons of stuff coming out now about the money that's being made from AI.

So does your work reveal that this adoption is real, that there's no smoke and mirrors going on, no marketing by LLMs and AI companies, particularly the agentic companies, where they're talking it up beyond the reality of the use of it?

I mean, is there some sort of distinction between those things going on?

Yeah, because there's two streams, or it seems to be at least these two broad streams of use of AI.

One is by individuals sitting at their desk at home or whatever on their phones or something, just asking questions and possibly developing relationships.

I mean, Richard Dawkins

said he spent two or three days with Claude and found it become his friend, you know, and he concluded that maybe this thing is conscious, right?

On the other hand, there's the use of AI in AI agents by companies that are doing tasks, right?

And they're very specific.