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<p>The AI boom isn’t just about chatbots.</p><p>In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.</p><p>If that’s true, our demand for compute could approach infinity.</p><p>I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: <a href="https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/">https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/</a></p><p>Timestamps:</p><p>(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infi...