59 AI User Adoption – Time to 50% Household Penetration = Each Cycle Ramps in ~Half-the-Time…AI Following Pattern Note: 3 years for AI Era implies that the time to 50% USA Household Adoption is similarly cut in half from the previous cycle. Source: Morgan Stanley, ‘Google and Meta: AI vs. Fundamental 2H Debates’ (7/23), Our World in Data, other web sources per MS Years to 50% Adoption of Household Technologies in USA, per Morgan Stanley Consumer / User AI Adoption = Unprecedented 42 Years 20 Years 12 Years 6 Years 3 Years? 0 25 50 Second Industrial Revolution PC Era Desktop Internet Era Mobile Internet Era AI Era Years