Personally I would be astonished if LLMs percolating through the global economy doesn’t give a 50bp bump from here on out.
Even if scaling hit a wall, commoditizing what we have now would do it. We have so much scaffolding and organizational overhang with the current models, it’s crazy.
Agreed. Applying the intelligence we already have more broadly will have a huge impact. That's been true for a while now, and it keeps getting more true as models keep getting better.