A large share of AI activity is concentrated among a small number of companies, including Nvidia, Anthropic, OpenAI, and hyperscalers.

“is like the shared economy that's not what like five percent of the economy or something like that in the u.s sorry one trillion divided by 30 less than that sorry but um yeah maybe two two percent of the economy right now it's like nvidia is a huge share of it and then thropic and open ai and these hyper scalers and obviously there's other firms involved but like a large share of the ai stuff is just happening from very few companies so it's like it could be private property but like very few companies are involved right”