1 source filed · EN 1
Second-stage slope of 1.24: a 1 pp move in the AI index predicts 1.24 basis points more return per 1 pp higher software engineering payroll share.
32.6%market-implied permanent gain in software engineering productivity from AI news, Nov 2022 to Dec 2025
2 sources filed · EN 2
Labour cost equivalent (LCE) of about $2.7 trillion a year, 3.4% of combined GDP for 86 countries ($79.2 trillion), with a range of $1.4 to $5.5 trillion.
$2.7 trillionannual labour cost equivalent of time saved by AI, about 3.4% of the 86 sample countries' GDP
Scenario 1 (rising tide): TFP growth up 0.5 percentage points a year raises GDP about 5% after a decade, 10% after two and 16% after three.
+0.5 ppextra annual total factor productivity growth assumed in the 'rising tide' scenario