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.
More from AGI Musings
- VC compares AI doom rhetoric to pandemic-era fear messaging — StewartalsopIII · 2026-09-11
- Anthropic Insiders: Not Everyone at the Lab Believes in High p(doom) — anpaure · 2026-09-11
- Could 10k agents discover learning methods beyond backprop, or just tweak existing ones? — SeunghyunSEO7 · 2026-09-11
- AI companionship dissolves the friction real intimacy needs, warns long-form thread — YogeshMalik · 2026-09-11
- Why So Many AI Researchers Think the Machines Could Kill Everyone — wiredmagazine · 2026-09-11
- 'Hallucination' Is a Category Error: Naming AI 'Intelligence' Limits Our Imagination — Genaforvena · 2026-09-11