Out of curiosity, what real economic terms would you have to see to be convinced?

Do you mean more earnings per share for corporations or real utility impacts on social systems (e.g., more new drugs)

When I ask Claude about the AI ROI, it seems to cite that ~95% of AI PoC's are negative ROI but the 5% that do have ROI tend to have decent return -- my guess is mostly back office clean up to reduce expenses and increase revenue/profit.

IIRC Uber claim their 1.5k/mo budget lead to no new value creation.

FWIW, I look at the situation with similar skepticism. One argument you could make was what Marc Andreesen said with the hypothesis that "all the big companies get nuked", so no new valued gets created but the large market cap companies get eaten by thousands of little pirañas. Obviously, so far, that doesn't seem to be the case.