Episode
How Big Is the AI Economy?
- Published
- Jun 30, 2026
- Duration seconds
- 1674
- Processing state
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Summary
AI is now running at a $175 billion annualized revenue rate, with token demand, compute, and power growth reshaping the economy around it. NLW breaks down new research from Exponential View on why the AI boom may be more revenue-validated than the bubble discourse suggests. In the headlines: Fable relaunch rumors, agent regulation, California’s Claude deal, Amazon-Anthropic pricing, Meta’s distillation worries, GPU price hikes, and “Ramageddon.” Brought to you by: KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/Sophisticated Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/ Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/ Scrunch - The AI customer experience platform - https://scrunch.com/ Zenflow Work - Agents for knowledge work - https://zenflow.free/ Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/ MissionCloud - Eliminate AWS complexity with end-to-end cloud and AI services https://www.missi…