The Agentic AI Super Cycle

The biggest technology revolutions of the past were driven by steam engines in the 1700s, railroads in the 1800s, electricity, cars, phones, planes, computers, and the internet in the 1900s. Now we are at the dawn of the Agentic AI revolution, which will be the biggest of them all. A few years ago, Goldman Sachs predicted Generative AI would increase global GDP by about 7% over 10 years. McKinsey had a roughly similar projection. Today, more than half of USA GDP growth is due to AI infrastructur