Chloe Dubois: “AI is the biggest productivity shock since electricity.Capital and compute now…”

Chloe Dubois @chloedubois · 2026-09-28

AI is the biggest productivity shock since electricity.Capital and compute now matter more than cheap labor.Countries that build AI win. Countries that regulate it lose.AI investment alone added ~1.3% to U.S. GDP (annualized) in 2025, before productivity gains even show up. That’s Industrial-Revolution scale.

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