AI could codify tacit organizational knowledge, worth up to one US GDP, paper says

soumitrashukla9 · x · 2026-09-26

In "The Value of Codifying Organizational Knowledge," Martin Beraja and Eduard Talamàs argue that mature firms' productivity rests largely on tacit, experience-accumulated knowledge that new firms cannot easily inherit — but AI can codify it without humans articulating it. They define the value as the output gain from new firms being "born old," show it depends on two observable firm-life-cycle statistics (relative size and lifespan of mature firms), and that a modest AI system learning from successive cohorts can capture it. US data suggest potential gains of up to one GDP.

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