Yash Thakker
Role at the time: Founder and writer at explainx.ai
Challenged the characterization
Statement summary
Thakker does not dispute Slok's charts but argues that flat aggregate figures cannot isolate AI's effects. He says that caution also applies to claims that AI caused the largest tech companies' gains, and reads Slok's zero-payoff claim as an aggregate financial claim.
“flat S&P 493 numbers do not prove AI has no effect”
Open source (opens in a new tab)No AI payoff outside tech? Apollo Slok note, checkedAggregate financial measures, the S&P 493 comparison and causal inference
Thakker discusses the limits of using aggregate revenue and margin charts to isolate AI's financial effects. He applies the same causal caution to claims about gains at the largest technology companies.
Archived copy (opens in a new tab)Why we used this label
Thakker challenges the inference that aggregate S&P493 figures isolate AI's financial contribution, while leaving the charted observations undisputed.