AI is only "part" of high U.S. productivity growth, says Stripe economist
TL;DR
AI appears to improve workers' efficiency in a number of sectors. The U. S. has experienced a surge in economy-wide productivity in the last couple of years.
Nauti's Take
The upside sits in the detail: if the surge comes mostly from better capital use, then AI's potential is largely unspent and most of the gain is still ahead. The risk is expectation management — justifying AI budgets with macro numbers currently argues past the data.
For mid-sized firms the honest metric is internal: time per task, not national statistics.
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