Notes on the economics of AI

I have been reading and thinking about the economics of AI. Here some articles that I have read or not.

links and notes

1. https://www.goldmansachs.com/insights/Goldman-sachs-exchanges/a-skeptical-look-at-ai-investment at Goldman Sachs
2. https://www.theguardian.com/technology/2025/mar/22/reid-hoffman-superagency-start-using-ai-deeply-it-is-a-huge-intelligence-amplifier
3. https://www.lse.ac.uk/News/Latest-news-from-LSE/2024/l-December-2024/LinkedIn-co-founder-Reid-Hoffman-discusses-AIs-transformative-potential-at-LSE
4. https://techhq.com/2025/02/deepseeks-open-source-revolution-a-game-changer-for-ai-development/ on supplyside economics of AI
5. The UK AI Opportunities plan on gov.uk
6. The AI Bubble Is About To Burst, But The Next Bubble Is Already Growing by Will Lockett on Medium, a detailed economic critique of the AI industry. The article is well highlighted on issues such as developer productivity and ROI, both of which it would seem are negative. The author suggests that the money is moving into the dead end street of Quantum computing.
7. Why treat the CEO as a superman? by me on this wiki
8. Whose jobs does AI want? by me, on LinkedIn
9. About the Fragment-on-machines by me on this wiki

And specifically on Energy

1. https://www.mckinsey.com/industries/electric-power-and-natural-gas/our-insights/the-role-of-power-in-unlocking-the-european-ai-revolution
2. https://www.mckinsey.com/industries/private-capital/our-insights/how-data-centers-and-the-energy-sector-can-sate-ais-hunger-for-power

I was pointed at these by Karen Hao in her interview on Novara Media. She mentions water as another critical resource.