# Will AI boost economic growth?

Markdown copy of https://realalpha.app/q/will-ai-boost-economic-growth/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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Question

All 5 moments we cut that answer this say a big boost. Elon Musk said on The Builders with Walter Isaacson (Oct 20, 2026) that digital AI could raise goods and services output by about 20–30%, with robots making intelligence more economically valuable. Jensen Huang said on BG2 (Sep 26, 2025) that AI could augment a large share of economic activity, making its growth impact substantial.

## Where they stand

- A big boost 5
  - Elon Musk
  - Dylan Patel
  - Jensen Huang
  - Demis Hassabis
  - Philippe Laffont

## A big boost 5

1. The Builders with Walter Isaacson · Oct 20, 2026 · 5 min
   **[Robots could make intelligence far more economically valuable](https://realalpha.app/s/robots-could-make-intelligence-far-more-economically/)**
   > “My guess is digital superintelligence probably improves the output of goods and services by 20% to 30%, something like that.”
   [Elon Musk](https://realalpha.app/builders/elon-musk/) CEO, SpaceX & Tesla; founder, xAI [16:34](https://realalpha.app/v/AQnwQHMnCrE/?t=994)
2. Big Technology Podcast · Oct 9, 2026 · 4 min
   **[AI could shift value to capital without shrinking labor income](https://realalpha.app/s/ai-could-shift-value-to-capital-without-shrinking-labor/)**
   > “I believe that we will just grow the economy so fast that labor in terms of dollars will not shrink.”
   [Dylan Patel](https://realalpha.app/people/dylan-patel/) Founder & CEO, SemiAnalysis [16:30](https://realalpha.app/v/LwMtHI7BHWI/?t=990)
3. BG2 · Sep 26, 2025 · 5 min
   **[The math behind a $5 trillion annual AI infrastructure market](https://realalpha.app/s/the-math-behind-a-5-trillion-annual-ai-infrastructure-market/)**
   > “let's say that that ten trillion dollars of token generated fifty percent gross margins and five trillion of it needs a factory needs an AI infrastructure”
   [Jensen Huang](https://realalpha.app/builders/jensen-huang/) Founder & CEO, NVIDIA [15:39](https://realalpha.app/v/pE6sw_E9Gh0/?t=939)
4. Lex Fridman Podcast · Jul 23, 2025 · 7 min
   **[AI may compress a century of change into a decade](https://realalpha.app/s/ai-may-compress-a-century-of-change-into-a-decade/)**
   > “something like probably 10 times the impact the industrial revolution had, but 10 times faster as well”
   [Demis Hassabis](https://realalpha.app/builders/demis-hassabis/) CEO, Google DeepMind [1:46:08](https://realalpha.app/v/-HzgcbRXUK8/?t=6368)
5. BG2 · Jun 20, 2025 · 6 min
   **[AI productivity could bend the US debt-to-GDP curve](https://realalpha.app/s/ai-productivity-could-bend-the-us-debt-to-gdp-curve/)**
   > “I like to say that tokens trump tariffs, right? Basically. And so we're basically left with this deficit.”
   [Philippe Laffont](https://realalpha.app/people/philippe-laffont/) Founder & portfolio manager, Coatue [30:58](https://realalpha.app/v/4JA7n0wTChw/?t=1858)

Each moment is a few minutes of a long interview, cut by Real Alpha and filed under how it answers by a model that read its claim and quote. Open a moment for its full transcript. Last moment added Oct 23, 2026.