Stripe says US productivity is rising, but AI is not the main driver yet

soumitrashukla9 · x · 2026-07-24

Stripe says US productivity is firming, but AI is not the main driver yet

A new Stripe Economics piece argues that the U.S. is likely in a high-productivity period today, but the main reason so far is firms running existing capital harder rather than micro-level productivity gains from AI.

The accompanying chart shows U.S. labor productivity and total factor productivity rising sharply from 2023 into 2024, then easing somewhat into 2025–2026. The broader implication: AI may still matter, but the strongest near-term signal is better utilization of existing assets.

Original post →

More from AGI Musings

AGI Musings channel →