And the people treating this as serious economic forecasting rather than a marketing puff post are even more cringe.
If Anthropic truly believed LLMs were going to raise GDP growth to 8% permanently (or even just a few percent), instead of going public to raise capital they could just go massively leveraged long on the S&P 500 and get funding for eternity.
They are not doing that, because AI is largely only good at coding, their models barely have a 6-12 month lead over free ones, and software is only 1% of GDP.
And by making software cheaper and easier to produce, they might increase the amount of software in the world by 10X or even 100X, but it will become a smaller percentage of GDP as AI models become autonomously good at creating it. Things that are abundant and cheap don't raise GDP.
Hey Anthropic: before we worry about raising GDP growth to 20%, maybe we focus on making blog posts that don't crash your browser window if you try to resize it?