AI technology adoption will be much faster than the internet because infrastructure already exists.

AI technology adoption will be much faster than the internet because infrastructure already exists. | with AI uh we already have the internet so the technology adoption is is much much I think it's going to be much much faster than say the internet where we had to build out you know all of the infrastructure all the fiber all all the all the various things you had to um you know broadband to the house like there were so many things we had to do to get the internet adopted and this is going to just piggyback off that and be distributed very very past.

with AI uh we already have the internet so the technology adoption is is much much I think it's going to be much much faster than say the internet where we had to build out you know all of the infrastructure all the fiber all all the all the various things you had to um you know broadband to the house like there were so many things we had to do to get the internet adopted and this is going to just piggyback off that and be distributed very very past.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "PREDICTION",
  "role": "Guest-VC",
  "context": "the other thing is with AI uh we already have the internet so the technology adoption is is much much I think it's going to be much much faster than say the internet where we had to build out you know all of the infrastructure all the fiber all all the all the various things you had to um you know broadband to the house like there were so many things we had to do to get the internet adopted and this is going to just piggyback off that and be distributed very very past.",
  "to_year": 2030,
  "verbatim": "with AI uh we already have the internet so the technology adoption is is much much I think it's going to be much much faster than say the internet where we had to build out you know all of the infrastructure all the fiber all all the all the various things you had to um you know broadband to the house like there were so many things we had to do to get the internet adopted and this is going to just piggyback off that and be distributed very very past.",
  "conv_cues": "much much faster",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "unspecified",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "ChatGPT reaches 900M weekly active users (>2x YoY)",
      "notes": "HIT — 900M WAU confirmed Feb 2026. ChatGPT reached 100M users in 60 days vs Instagram's 2.5 years — direct evidence faster-than-internet adoption.",
      "source": "DemandSage / Incremys ChatGPT Statistics 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.demandsage.com/chatgpt-statistics/",
      "expected_date": "2026-02-28",
      "observed_date": "2026-02-01",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly reports ChatGPT WAU >=900M in early 2026 vs ~400M Feb 2025"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI inference cost drops 90%+ vs 2023 baseline",
      "notes": "HIT — 92% inference cost decline since 2023 documented. OpenAI doubling time 5.8 months, Google 3.4 months.",
      "source": "Brownstone Research: Cost of Intelligence; Information Difference: Cost of Inference",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.brownstoneresearch.com/bleeding-edge/the-cost-of-intelligence/",
      "expected_date": "2026-02-28",
      "observed_date": "2026-01-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Per-million-token inference cost on frontier-class models falls >=90% from early 2023 levels"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "
... (truncated)