Weird that it doesn't translate to any visible growth, everyone became a 10x employee, but if you exclude Ai companies themselves the GDP barely moved in 3 years.
There maybe a lag we are talking 12-24 month projects on our end. But right AI spending is driving everything we will see how long application shows up.
Yes true, but lag to industry is closer to ten years. We definitely don't move fast. Example Oil and Gas is just touching LLMs. We took 15 years+ to move to the cloud which once everything was there we moved stuff back to the edge. There are racks now in the HQ towers (Devon Tower which wasn't designed to have any on perm DC setups now has two whole floors). And the actual factories, they barely have any kind of OT awareness. We help them, but who knows how long before they do much of anything.
