Economist Martin Beraja: AI-driven intangible asset accumulation could 2x GDP
danielrock · x · 2026-09-04
- New episode of Justified Posteriors: SBenzell and AndreyFradkin interview economist Martin Beraja on his idiosyncratic takes on AI
- Key thesis: AI is helping firms accumulate intangible assets, a mechanism he argues is underappreciated
- Beraja and Eduard Talamas estimate this effect could 2x GDP
- The host pushes back on the 2x estimate in the episode
Relevant for anyone tracking AI's macroeconomic impact and productivity research.
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