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RePEcML & AI Methods

The Macroeconomic Effect of AI: Sizing the Software Engineering Channel

Using stock market data to measure AI's effect on software engineering productivity, the study estimates AI raised expected productivity by 32.6% and GDP by 3.6% to 6.5% through end-2025.

Featured in No. 136 on 23 Oct 2026 · 11 days after release

Software engineering payroll share vs
Figure 1: Software engineering payroll share vs. THNQ beta
Released
12 Oct 2026
First featured
No. 136 · 23 Oct 2026
Published in
Not yet, as far as Semantic Scholar knows
Fanfare
4 of 5
Identifier
RePEc:nbr:nberwo:35793
Authors
Alex Blumenfeld et al.

Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).

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