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Strategic dossier · 2026

AI, productivity and power

Who captures value when intelligence becomes economic infrastructure?

ANGLE A

Tasks

Jobs are bundles of tasks: some will be automated while others are augmented.

COUNTERPOINT

Capital

Gains may concentrate among actors controlling compute, data, distribution or intellectual property.

RESEARCH BRIEF

AI can substantially increase productivity in some tasks. The decisive economic and social question is how gains are distributed among workers, firms, platforms and institutions.

BIBLIOGRAPHY

[1] Daron Acemoglu & Simon Johnson — Power and Progress (2023)

[2] Erik Brynjolfsson & Andrew McAfee — The Second Machine Age (2014)

[3] ILO — Generative AI and Jobs, analytical reports

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