productivity

The sources split between cautious claims that productivity gains from AI have not yet appeared broadly in the real economy and more optimistic claims that AI is compressing time and raising output without equivalent hiring. Bob Elliott points to limited productivity and margin evidence outside technology ³, while Jordi Visser argues that AI-driven compute is already accelerating earnings and changing conventional productivity models ⁴. Viktor Shvets expects productivity to become powerful over the longer term but not quickly enough to resolve near-term distributional pressures ⁶; Luke Gromen likewise treats a large productivity boom as the only durable escape from debt and inflation pressures, but calls it unlikely in the short run ⁵.