David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion

George argues AI's layered stack — frontier labs, open models, and applications — will all scale together as diffusion into the 1.5-billion-worker knowledge economy has barely begun.

• Demand outstrips supply: David George says OpenAI, Anthropic and Grok together generate ~$120B revenue, more per month than all hyperscalers except Amazon, yet data-center capacity is booked through 2028.
• Adoption is narrow: Of 1.5 billion knowledge workers, revenue concentrates among roughly 30 million coders, with the top 1 million spending disproportionately — under 5% B2B diffusion overall.

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