Matt Darling
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US GDP is $32 trillion, total AI private investment in 2025 was $286 billion (source: hai.stanford.edu/ai-index/202...). That's less than 1%.
- Industry produced more than 90% of notable frontier models released in 2025, per Stanford HAI's 2026 AI Index.
- The top US model leads its nearest Chinese rival by just 2.7% as of March 2026, despite the US spending $285.9B on private AI to China's $12.4B.
- Documented AI incidents climbed to 362 from 233 a year earlier, even as organizational AI adoption reached 88%.
You can read more here: budgetlab.yale.edu/research/tra...
Good point on this from Matt Bruenig: mattbruenig.com/2026/08/31/m...
(I was not able to find the report, fwiw - best I can tell it's from a podcast from the CEO of an AI-powered hiring platform? www.linkedin.com/pulse/everyo...)
www.federalreserve.gov/econres/note...
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