The Information Machine

FT publisehd a piece. AI is raising software supply faster than demand.

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-07

An FT article and MIT study find that AI is producing significantly more output inside companies but most of the extra work is lost before becoming shipped products or generating customer demand.

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Extraction

Topics: ai-productivitysoftware-supply-demandenterprise-aimit-research

Claims

  • AI is raising the supply of software output faster than customer demand for that output.
  • Much of the extra work AI produces inside companies is lost before it becomes a shipped product.
  • A recent MIT study tracked the gap between AI-generated output and actual delivered value.

Key quotes

AI is producing far more work inside companies, but the new evidence says much of that extra motion is getting lost before it becomes shipped product or customer demand.