> More than 30 percent of the US working-age population is using AI [meaning about 70% isn’t], an increase of 3 percentage points from the end of 2025

This makes me less bearish on the AI investments that are being made, if 70% of the working age population isn't using AI then there still is a lot of growth. The future is here, it's just not evenly distributed (yet)

What if I told you that 100% have exposure but only 30% have adopted? You’re assuming the issue here is lack of access, not lack of interest.