Part 7/12:
Despite some global fears—such as recent caps on export restrictions limiting access to chips and advanced hardware—experts see these as temporary headwinds. The overarching trend points toward a virtuous cycle: AI productivity gains could reduce costs, lower inflation, boost GDP growth, and generate higher tax revenues. This, in turn, might enable a long-term economic upgrade, akin to a technological supercycle on par with previous industrial revolutions.
The analysts from Kowatu envision a future where AI drives a "flywheel," fostering a cycle of innovation, efficiency, and economic expansion. The prospect is that AI will shift global leadership from traditional industries—auto, oil, manufacturing—to a new paradigm centered on digital, AI-powered ecosystems.