According to a new NBER paper, to justify the AI investment surge we're seeing, the implied productivity gains need to be enormous. The authors calibrate a model where AI-sector productivity rises by roughly 2.7x. Link: www.nber.org/papers/w35290
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Paul Hünermund
Professor of Empirical Economics & Data Science at TU Munich | Heilbronn Data Science Center (HDSC) | Co-founder of causalscience.org
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What Investment Data Implies about the AI Transition nber.org
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The current AI buildout only makes sense if it delivers massive productivity gains. The biggest US tech firms are on track to spend ~$755B on AI capex in 2026, up from $155B in 2022. At this point, AI is not just a tech story. It's a macro bet.
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I tried Positron AI in RStudio today and it was amazing
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