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@alexolegimas has updated his summary of the evidence on AI and productivity. It's terrific!
INVESTMENT
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AI Productivity Evidence Summary Updated
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AI Bubble Concerns: Are They Justified or Exaggerated?
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Are AI Bubble Concerns Warranted or Overblown? #AI #AIio #AIInnovation #ML #DataScience #Futureofwork @timnitgebru @oriolvinyalsml @ceobillionaire @soumithchintala @waitin4agi_ @sallyeaves @bernardmarr ow.ly/rXAo30sTyEY
→ View original post on X — @terence_mills, 2026-03-06 01:00 UTC
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BlackRock’s Edge AI Investment Signals Infrastructure Shift
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Everyone's talking about the $250M. The part worth thinking about: @BlackRock is in the round. BlackRock manages infrastructure assets, not startup bets. Their participation signals that edge AI compute is starting to look less like a tech venture and more like critical
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Long Bet Prediction on AI Development Shows Promise
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Too soon for that, but my bet with Bob Gordon is looking better! https://
longbets.org/868/ -
US Productivity Surges 2.8% in 2025: AI Impact Unclear Yet
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US productivity grew by a robust 2.8% for all of 2025 (as well as in q4 of 2025) a smidge higher than the 2.7% that I predicted three weeks ago in my @FT article. Is this partly due to AI? It's too soon to sure – these numbers are notoriously volatile. But the old line "we
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10 Claude Prompts Replace Wall Street Analysts
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Wall Street firms pay analysts $200K/year to run frameworks these 10 Claude prompts replicate in 30 seconds. I engineered each one from the actual methodologies used at Goldman Sachs, Bridgewater, and Renaissance Technologies. 10 Claude prompts that replace a $2,000/month
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Investors realize AI boosts productivity across all companies
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Because investors are realizing that AI is making every company more productive.
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Wayve’s AI Driver Expands to 500+ Cities Globally with SoftBank
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"The contrarian bet that seemed risky in 2017 has positioned Wayve at the forefront of a technical shift.” From a house in Cambridge to deploying our AI Driver in 500+ cities around the world. Thanks to @SoftBank_Group for sharing Wayve’s contrarian journey and their continued backing in shaping the future of autonomy. Read the full story 👇 visionfund.com/insights/wayv…
→ View original post on X — @ryan_browne_, 2026-03-04 14:47 UTC
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AI-Using Companies Hire More Staff, Says ECB
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Contrary to expectations, companies that use AI the most not only do not lay off more staff but even hire more, according to a study by the ECB l.bfmtv.com/bWdn [Translated from EN to English]
→ View original post on X — @flashtweet, 2026-03-04 14:37 UTC
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Leading enterprises move AI from pilots to production
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In @WSJ
, learn how leading enterprises are escaping pilot purgatory and moving AI into production. Proud to support that work at @BMSnews and @NewYorkLife two of the most forward-thinking AI innovators in life sciences and insurance. https://
domino.buzz/4761rFr