Two different things. My understanding is that the Goldman Sachs take was about the effect of AI investments (largely the humongous CapEx spends by the hypersca

Two different things. My understanding is that the Goldman Sachs take was about the effect of AI investments (largely the humongous CapEx spends by the hyperscalers) showing up in the GDP. This is about labor productivity, a standard national-level economic indicator (see https://www.bls.gov/news.release/pdf/prod2.pdf https://www.bls.gov/news.release/pdf/prod2.pdf and https://fred.stlouisfed.org/series/OPHNFB https://fred.stlouisfed.org/series/OPHNFB) going up 4.9%, as reported in this article linked in TFA: https://www.reuters.com/world/us/us-third-quarter-productivity-growth-unrevised-2026-01-29/ https://www.reuters.com/world/us/us-third-quarter-productivi...