a16z's David George says the real economy has barely begun adopting AI, while the top 1% in one dataset already spend $7,000 per employee per month: "Part of the thing that we're monitoring, which makes us extremely bullish about AI, is just actual diffusion into the real economy." "The median company in the US is spending $12 per employee on AI per month. The top 1% of the dataset that we've seen is spending $7,000 per employee on AI per month." "Not only have we had limited diffusion beyond coding, but if you just look at the shape of who is consuming tokens and actually getting real value out of AI today, we're super early. The most cutting-edge banks are probably doing 1% of headcount cost on AI tools." "The reason this makes me very bullish is these are the fastest-growing companies we've ever seen, of all time. They're adding more revenue per month than the mega-cap tech companies." "And yet it's probably on the back of adoption of 10 million users, maybe 20, maybe 30 max. And I think it's going to transform the way we do a lot of work." @DavidGeorge83(a16z)