> This of course hinges on the big if: does AI create wealth? I think yes, but maybe not $6 trillion of it in five years.

There is also the question of time scale. Growing a market takes time. Assuming the numbers above are the right order of magnitude, we are not going from 0.1 to 1 in a year. So even if the number would make sense over longer time frames, it can still be unsustainable for a significant amount of time before that.

Like the Internet at the end if the 1990s, basically.