The Absorption Gap - What Happens After You Build the AI?

Every infrastructure boom installs capacity faster than an economy can absorb it. Solow saw it in the computers of the 1980s; American telecoms saw it in fibre laid in the 1990s and left dark for years. It is not a failure — it is what success looks like on the way up. But the lag is measured in years.Saudi Arabia is now running the largest version of this ever attempted. The buildout is the part the Kingdom has genuinely solved, faster than any country in history. The unsolved half is diffusion — and discovering demand is a search problem, not a planning problem.This talk names the gap, explains why a centre cannot generate demand but is uniquely able to lower the cost of finding it, and ends with a question rather than an answer.