Ultimately, Goldman’s findings paint a picture of an economy in transition. While Wall Street is consumed by “AI-nxiety” and tech giants pour hundreds of billions into infrastructure, the promised productivity revolution remains highly localized to software coders and customer service representatives. For the broader U.S. economy, the true macroeconomic benefits of the AI revolution have yet to arrive.
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Donald Trump’s attack on Iran, with its puerile Pentagon nametag Operation Epic Fury, is another show of violent force from a bullish administration.