Acemoglu doubts AI boom's 10% returns; Gans models what if they happen
avicgoldfarb · x · 2026-10-05
- MIT economist Daron Acemoglu shared Josh Gans's response to his question about the AI investment boom.
- Gans focuses on Acemoglu's core concern: whether the AI boom can continue without massively increasing inequality.
- The premise: the boom must earn investors 10%+ annually. Gans shares Acemoglu's doubts (competition, adoption speed), but asks what happens if investors' dreams are realized, citing Stijn Van Nieuwerburgh's calculations.
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