What on earth makes people assume there's still huge growth possible in the information sector? We've long been at the very end of the information age and even the latest attempts to squeeze out more benefits using "big data" have failed spectacularly. Especially when it comes to actually producing physical wealth i have seen no indications at all that we can increase anything drastically with a more efficient permutation of information. For example, Let's assume AI "solves" the traveling salesman and let's assume it indeed does find a better route for the delivery guy, what kind time savings are we looking at? The 8 hour route is done in 7.5? That's not going change any society in any measurable way. The just in time industry might become even juster in time but that's about it.

It might be dated but not too long ago a report showed the effect AI had on the SAP 500 and 490 companies couldn't even find any substantial improvement. Mind you, this is during the craze, this is happening while every manager has all the incentives to use as much of the technology as possible, lest they be the one that missed out on the new steam engine. All of these companies invested heavily in cars because none of them wanted to be stuck using horses while everyone else drives off into the sunset... yet most of them didn't manage to measurably outrun the people on horses. That's not the prediction I would have made if I were switching from horses to cars.