[bartread]

The impact of LLMs for many sectors is deflationary, which means you specifically won't see those numbers in quarterly reports. Doesn't mean that value isn't being extracted with LLMs but rather that it's being eroded elsewhere. What you'll see is companies that don't leverage the benefits gradually being left behind.

[apwell23]

Not sure what this comment means. There would be losers but no winners ? You mean there would be a loss of gdp from llms ?