Let's say we're a country; you're consumers, and I'm tech companies. Last year you spent $10 on stuff and I spent $1 on AI = $11 GDP. This year you spent $11 on stuff and I spent $3 on AI = $14 GDP. GDP went up by $3; $1 from you buying more stuff, and $2 from me buying more AI.

I think I get it now, thanks. So in the phrase "change in GDP", change is the key.

The money companies (and investors) are spending to build, maintain, and improve their AI products is having more of an impact on the economy in terms of %change in GDP than the money consumers are spending.

Consumers have less to work with than VC bros, so this kinda tracks.

You know some really smart golden retrievers