For years, artificial intelligence grew silently. Then, suddenly, it surpassed everything—faster than the internet, more invasive than smartphones.
ChatGPT has eight times more users than two years ago: 800 million per month. It hit one billion daily searches five times faster than Google. We spend three times more time on it. Revenue: $3.7 billion. India is the top country by users, but this is a global game.
Big Tech invested $212 billion in 2024 alone: Apple, Amazon, Meta, Google, Microsoft, Nvidia. That’s a 63% increase in just one year. Nvidia alone grew its revenue 28-fold in a decade, taking everything—chips, data centers, market value.
And the world? It’s not keeping up. 2.5 billion people are still offline. But they’ll come online not through Google, but through AI: real-time translation, satellite connections, voice interfaces. 83% of Chinese citizens view AI positively; in the U.S., only 39%.
Half of the S&P 500 now openly talk about AI. Two years ago, they didn’t mention it at all. AI-related job postings are up 448%, non-AI listings are down. Those who don’t adapt disappear. Startups are moving fast: Cursor went from zero to $300 million in two years, Waymo grabbed a quarter of San Francisco’s taxi market, Carbon Robotics cut 100,000 gallons of herbicide using AI-powered lasers. China has more industrial robots than the rest of the world combined.
Inference costs have dropped by 99.7% in two years; energy per token has fallen by 105,000 times in a decade. But training a model now costs over $1 billion, and 45% of global data center electricity is consumed in the U.S.
And this is just the beginning.
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Marco Camisani Calzolari
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