The wildest claims are those of increased labor productivity and economic growth: if they were true, our energy consumption would be increasing wildly beyond our current capacity to add more (dwarfing the increase from AI itself).

Productivity doesn’t increase on its own; economists struggle to separate it from improved processes or more efficient machinery (the “multi factor productivity fudge”). Increased efficiency in production means both more efficient energy use AND being able to use a lot more of it for the same input of labour.