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Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 37 episodes.
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Intelligence as Infrastructure: How AI Is Rewiring the Economy
Leon ShaulovAlex SacerdoteLeslie Picker
AI adoption may be far earlier than consensus: only 10 basis points of 1 billion white-collar workers use advanced agents, while Claude Code targets 500 million DAUs and power users consume a thousand times more compute.Foundation-model margins could be enormous, while WFE may rise from $120-130B to $300B in 3-4 years; sticky inflation, implementation hiring, and efficiency gains make the timing worth monitoring.