A lot of us are invested in semis and hyperscalers so the multi trillion dollar question is if the infrastructure buildout will lead to AI adoption and ROI. I've been looking at things like the Stanford 2026 report, METR data, other benchmarks, solving Erdos problems and the associated commentary from fields medal winners, there's Ramp data, some free reports from McKinsey and others, earnings calls anecdotes. I've followed bullish and bearish academic studies, but a lot of that data in particular is lagging.
I've also experimented with AI on my own. As someone with no tech background, I've made apps that have been useful for investing, aggregating info etc. I'm sure it pails into comparison to what a real software engineer could do, but the fact that I can do it at all is pretty remarkable.
What are your best sources for following this? How are you trying to solve this question?