The lag factor: Why the real AI boom hasn't even started yet

Michael Monaghan, founder of SPCX Founder ETFs, said the real AI productivity boom is still years away, citing the 'lag factor' of innovation and predicting a true AI productivity J-curve in the future.

The lag factor: Why the real AI boom hasn't even started yet Yahoo Finance Video Wed, August 12, 2026 at 1:00 p.m. GMT+2 SPCX Founder ETFs' Michael Monaghan explains why the real AI productivity boom is still years away and breaks down the "lag factor" of innovation and when we can expect to see the true AI productivity J-curve. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings