marginalrevolution.com/marginalrevolution/2026/09/the-macroeconomic-effect-of-ai-through-software-engineering.html The Macroeconomic Effect of AI through software engineering
Financial markets already price in a permanent 32.6% jump in software engineering productivity from AI, according to a new estimate. The knock-on effect on GDP: 3.6%, or 6.5% once R&D gains are counted, and it more than doubled by mid-2026 as coding agents improved.
— via Marginal Revolution, Tyler Cowen