This is a brilliant report. The State of the AI Economy by @exponentialview
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-25
Exponential View's 'State of the AI Economy' report measures $110B in deduplicated GenAI revenue over 12 months with a $175B annualized run rate, growing roughly 3x faster than mobile or internet adoption waves.
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Extraction
Topics: ai-economyenterprise-aitoken-pricinghyperscalersai-adoption
Claims
- The GenAI economy generated $110B in deduplicated end-customer revenue over the past 12 months, with a $175B annualized run rate.
- AI revenue formation is sharply accelerating: new $1B revenue now arrives in under 2 days, versus 180 days in 2023.
- AI economic growth is running roughly 3x faster than mobile or internet adoption waves.
- Every 10% token price cut drives 12-18% more token usage, making AI demand price-elastic so that cheaper AI expands usage faster than prices fall.
- Only 20% of tracked S&P 500 firms made quantified AI impact claims, even though 31% mentioned AI on earnings calls.
Key quotes
The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.
it's the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.
New $1B revenue now arrives in under 2 days, versus 180 days in 2023.