Interpreting the Productivity J-curve

For years, AI felt transformative in anecdotes but invisible in macroeconomic data. That may be changing. Revised labor statistics suggest stronger-than-expected productivity growth despite weaker hiring, raising the possibility that the long-anticipated AI productivity surge is finally appearing in national numbers. In the headlines: Anthropic’s clash with the Pentagon, Alibaba’s latest model release, Hollywood’s AI panic, and Apple teases a March event.

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