I work in industrial AI research as well, but I think it's worth considering whether AI is providing an incremental benefit on existing products through the use

I work in industrial AI research as well, but I think it's worth considering whether AI is providing an incremental benefit on existing products through the use of imense computing power - or unlocking new demand through new applications. If the latter category is limited by available compute, then we'll reach the limits of economically viable use cases rather quickly without the aid of moore's law.