Fwiw fortune had another article this week saying this J-curve of "General Technology" is showing up in the latest BLS data

https://fortune.com/2026/02/15/ai-productivity-liftoff-doubl...

Source of the Stanford-approved opinion: https://www.ft.com/content/4b51d0b4-bbfe-4f05-b50a-1d485d419...

https://www.apolloacademy.com/waiting-for-the-ai-j-curve/