Jack Clark (says that he) thinks that US GDP could grow by 50% by 2030 [0]
> Speaking at the 2026 Per Jacobsson Foundation Lecture during the IMF and World Bank annual meetings in Bangkok, Clark pointed to an extreme economic scenario modeled by Anthropic economists in which U.S. GDP could reach roughly $44 trillion by 2030, which is a nearly 50% increase from the current $30.77 trillion in just four years.
If the total value of US public companies also increased by 50% in that time, they'd collectively be worth about $112T. I guess Anthropic could be worth 10% of that in some scenario? And if we're in that world probably capital has increased a lot faster than labor so US public companies could be worth like 150T or something. Who knows. Nothing about valuations makes sense any more, so what's one more drop in the nonsense bucket.
> Speaking at the 2026 Per Jacobsson Foundation Lecture during the IMF and World Bank annual meetings in Bangkok, Clark pointed to an extreme economic scenario modeled by Anthropic economists in which U.S. GDP could reach roughly $44 trillion by 2030, which is a nearly 50% increase from the current $30.77 trillion in just four years.
If the total value of US public companies also increased by 50% in that time, they'd collectively be worth about $112T. I guess Anthropic could be worth 10% of that in some scenario? And if we're in that world probably capital has increased a lot faster than labor so US public companies could be worth like 150T or something. Who knows. Nothing about valuations makes sense any more, so what's one more drop in the nonsense bucket.
[0] https://finance.yahoo.com/technology/ai/articles/anthropic-c...