> So this is saying AI products will increase global GDP by about 20%.

No business gets to capture 100% of the value it produces without physical coercion.

For infrastructure that requires high investment, it usually captures something around 5% of it. People tend to work really hard to replace or reduce any kind of infrastructure that gets near 10%. So we are talking about AIs increasing the global GDP by 200% at minimum, 400% more realistically.

Or in other words, bullshit number is bullshit.