Gavin Baker(@GavinSBaker):Hard for me to look at these charts from the FT, especially the first one, and not see some evidence of “ROI on AI.” Seems like a productivity surge post-Covid era overhiring that began to reverse before ChatGPT came out and then resumed its upward trend after ChatGPT. Especially given the @a16z data on revenue per employee at their portfolio companies and the @EPBResearch data showing that the 3 industries that have most heavily adopted AI have gone from 2.2% productivity growth to 5% productivity growth. And makes sense that it is showing up in the US first - America is 72% of Anthropic revenue vs. 50%ish at most application software companies. Great stuff from @jburnmurdoch even if I disagree with his conclusion.

2026.11.01 19:19

Hard for me to look at these charts from the FT, especially the first one, and not see some evidence of “ROI on AI.” Seems like a productivity surge post-Covid era overhiring that began to reverse before ChatGPT came out and then resumed its upward trend after ChatGPT. Especially given the @a16z data on revenue per employee at their portfolio companies and the @EPBResearch data showing that the 3 industries that have most heavily adopted AI have gone from 2.2% productivity growth to 5% productivity growth. And makes sense that it is showing up in the US first - America is 72% of Anthropic revenue vs. 50%ish at most application software companies. Great stuff from @jburnmurdoch even if I disagree with his conclusion.

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