Friday, August 21, 2026

    Workforce

    Every article in the catalog carrying this tag, newest first.

    All AI News
    Deloitte InsightsAugust 18

    Weekly Global Economic Update

    Deloitte's chief global economist Ira Kalish identifies fiscal deterioration — not inflation or monetary policy — as the primary driver of rising bond yields across developed economies in the week of August 18, 2026. In the US, 30-year Treasury yields have hit a two-decade high, mortgage rates have risen to a one-year peak, and Social Security recipients have grown from 31 million in 2000 to 56 million today, with no credible deficit-reduction plan from either major party. The Fed, per Chair Warsh, may rely on market-driven borrowing cost adjustments rather than rate hikes, with investors pricing in at most one additional rate increase before year-end. Japan's Prime Minister Takaichi is planning US$2.3 trillion in government technology investment to reverse flat total-factor productivity, but the spending will widen near-term deficits before any growth dividend materializes, already pushing Japanese bond yields higher.

    3 minRead
    Deloitte Insights

    2026 Global Human Capital Trends: From Tensions to Tipping Points — Choosing the Human Advantage

    Deloitte's 2026 Global Human Capital Trends survey finds organizations have moved from managing AI-era tensions to standing at concrete tipping points requiring decisive action. 7 in 10 business leaders identify speed and nimbleness as their primary competitive strategy over the next three years. The two most critical success drivers cited are accelerating how people and resources are orchestrated to perform work, and increasing organizational and workforce adaptability. AI is compressing the classic S-curve of business growth, shortening planning cycles and forcing organizations to leap to the next competitive curve faster than traditional management cadences allow. The report's eight chapters address human-machine relationship design, AI-driven disinformation risk, decision-making under AI, cultural debt from AI adoption, orchestration models, the future of corporate functions, workforce adaptability, and long-term strategic choices.

    3 minRead
    Deloitte Insights

    FSI Predictions 2026

    Deloitte's FSI Predictions 2026 report identifies converging technological and market forces that are redrawing the boundaries of US financial services delivery and access. Five consumer-facing shifts are highlighted: agentic AI in wealth management is projected to deliver 30%–100% productivity gains by 2032, freeing 25%–50% of adviser time and potentially unlocking US$10–35 trillion in additional client assets; AI-enabled life insurance distribution could add roughly US$2 billion in annual incremental premiums by 2030, expanding the individual life market to US$21.2 billion; and private capital exposure is forecast to reach one in six US retail investor funds by 2030. Three operational themes—AI-native institutional banking products, stablecoins as lower-cost payment rails, and blockchain/smart contracts automating commercial real estate fund workflows—are described as rebuilding the industry's infrastructure foundation. Deloitte frames these shifts as mutually reinforcing: infrastructure cost reductions make expanded consumer access economically viable, while rising demand justifies continued transformation investment.

    3 minRead
    Deloitte Insights

    Human Services

    This page is a content hub from the Deloitte Center for Government Insights aggregating 17 articles on human services topics for government and public sector audiences. Featured pieces cover agentic AI in personalized public service delivery, generative AI use cases in human services program administration, government transformation trends for 2025–2026, workforce recruitment and retention challenges in human services agencies, and digital accessibility for persons with disabilities. The collection does not present a single quantitative finding or central thesis but instead serves as a research index for public sector practitioners. No enterprise finance, technology architecture, or data governance content directed at private-sector leadership is present.

    3 minRead
    Deloitte Insights

    Tech Trends 2026

    Deloitte's Tech Trends 2026 report identifies five compounding forces reshaping enterprise technology: AI-robotics convergence, the agentic workforce transition, infrastructure economics, AI-native org redesign, and AI-powered cybersecurity. Only 11% of organizations have AI agents in production despite 38% piloting them, and Gartner projects 40% of agentic projects will fail by 2027—primarily because organizations automate broken processes rather than redesign them. Token costs have fallen 280-fold in two years yet enterprise AI bills are reaching tens of millions monthly, forcing a shift from cloud-first to strategic hybrid infrastructure. The report's central finding is that existing IT operating models, security architectures, and process designs built for human workers and cloud-first economics are structurally inadequate for production-scale AI deployment, requiring wholesale rebuilding rather than incremental enhancement.

    3 minRead
    Deloitte Insights

    TMT Predictions 2026: The gap narrows, but persists

    Deloitte's TMT Predictions 2026 report covers 13 forecasts across AI, semiconductors, media, and sovereignty. Key quantitative calls include: inference will represent two-thirds of all AI computing by 2026, with data center and enterprise server infrastructure absorbing the bulk of demand rather than edge devices; the autonomous AI agent market could reach $8.5 billion by 2026 and $45 billion by 2030 if enterprises improve orchestration; SaaS business models will shift from seat-based licensing toward consumption- and outcome-based pricing as agentic AI matures; and global podcast and vodcast advertising revenues will approach $5 billion in 2026, up roughly 20% year-over-year. Semiconductor supply chains face new chokepoints beyond EUV lithography as trade restrictions expand to additional AI-enabling tools and materials. Enterprises across sectors face compounding pressure on technology budgets, workforce design, and risk posture as these trends converge in 2026.

    3 minRead
    The AI Daily Brief (Nathaniel Whittemore)March 23

    The Coming AI Rules Battle

    The Coming AI Rules Battle March 23, 2026 · Episode Links & Takeaways AI Daily Brief March 23, 2026 ▶ Listen to the episode HEADLINES OpenAI Is Doubling Headcount OpenAI plans to double headcount to around 8,000 this year, requiring roughly a dozen hires per day — a sharp reversal from Sam Altman's January statement that the company planned to "dramatically slow down" hiring. The new employees will span product, engineering, research, and sales, with a notable new function: "technical ambassadors" who help enterprises actually implement their tools. An unnamed OpenAI executive told the FT that AI coding tools had "opened up entirely new lanes of things we can do. All of a sudden, the company kind of rotated on its axis." OpenAI's own Adam GPT summed it up: "It feels like we are top of the third inning. The models aren't the problem. They're smart enough now. Now it's about applying them at scale." FT OpenAI to double workforce as business push intensifies The Information OpenAI Expects to Increase Headcount to Roughly 8,000 This Year Adam GPT (X) Top of the third inning — it goes slow until it goes really fast Prinz (X) Welcome to the era of AI capabilities overhang FedEx Is Training All 400,000 Employees on AI FedEx has begun delivering bespoke AI training to its entire workforce, from drivers to executives. The initiative began in December, is delivered in partnership with Accenture, and is tailored to individual roles — including what FedEx calls "communities of practice" with hackathons and use case sharing. The full C-suite recently took two days off to visit Silicon Valley and meet with vendors, which CDIO Vishal Talwar described as a level of institutional humility he'd never seen before. What's notable here isn't the PR — it's that the training sounds genuinely bespoke and comprehensive at a time when most organizations haven't even started. CNBC FedEx has started delivering 'promotion-ready' AI training to over 400,000 workers HSBC Weighs Cutting 20,000 Jobs as AI Takes Over Back Office Bloomberg reports HSBC is mulling a 10% headcount reduction — up to 20,000 jobs — as the bank bets on AI to cut middle and back office functions, spread over three to five years. Bloomberg Intelligence predicted last year that global banks will eliminate 200,000 positions over a similar horizon, and a Business Insider survey of banking CTOs put average expected workforce reductions at 3%. The contrast with FedEx couldn't be sharper: one company is investing in upskilling 400,000 people, while another is preparing to eliminate them. Bloomberg HSBC Mulls Deep Job Cuts From Multiyear AI-Fueled Overhaul Mark Zuckerberg Is Building an AI Agent to Help Him Be CEO The Wall Street Journal reports that Zuckerberg is building a personal AI agent focused on making information sharing more efficient throughout Meta — surfacing insights that would otherwise require traversing layers of management. The agent reflects a broader transformation: Meta is stripping management layers, installing flatter teams, and simultaneously rolling out agents to turbocharge the effort. Meta has two agents deployed org-wide: "My Claw" (an OpenClaw variant with access to chat logs and work files) and "Second Brain" (built on Claude, functioning as an agentic knowledge base and "AI chief of staff" for every employee). Agents are already talking to each other to resolve issues without involving their human owners. AI use is now graded in performance reviews, layoff anxiety is real, but others describe the atmosphere as reminiscent of the early "move fast and break things" era. WSJ Mark Zuckerberg Is Building an AI Agent to Help Him Be CEO MAIN STORY The Coming AI Rules Battle AI was always going to become a major political issue in 2026 — midterms are coming, AI is touching more people's lives every day, and the economic anxiety around it is real and growing. Blue Rose Research's David Shore put it plainly: AI is rising in importance faster than any other issue they track, although it's only ranked 29th out of 39 issues right now. The White House's new national AI legislative framework is the opening move in what will be a long, contentious, multi-dimensional public negotiation — and understanding what's in it, who supports it, and who opposes it is essential context for everything that follows. White House President Donald J. Trump Unveils National AI Legislative Framework NBC News White House releases AI legislation framework Politico White House releases AI policy blueprint for Congress The Political Backdrop "Not a great starting place for major disruption to the labor market." Blue Rose Research finds AI is rising in political importance faster than any other tracked issue — already ranking above climate change, abortion, and guns in terms of rate of ascent, even while still 29th out of 39 overall. The economic context matters enormously: 61% of Americans say life has gotten less affordable in the past year. More than 50% are concerned they or a family member will lose a job in the next year, and 56% specifically attribute that fear to AI. 77% are concerned about entire industries being eliminated. When asked to choose between "fund new jobs even if it limits AI company profits" vs. "keep innovating for American dominance," funding jobs won among Trump voters two to one. People are not interested in UBI as an answer — they want good paying jobs, by a three to one margin across every demographic. David Shor (X) Blue Rose Research Polling Data The White House Framework "The polar opposite of Blackburn's 291 pages." The framework is a four-page document with six named points: protecting children and empowering parents; safeguarding American communities (including the Ratepayer Protection Pledge requiring AI companies to fund their own energy infrastructure); respecting IP rights while letting courts determine training data legality; preventing censorship and protecting free speech; enabling innovation through existing sector-specific regulators rather than a new central AI body; and educating Americans. A seventh section — the longest and most detailed — addresses preempting state laws. The ratepayer section is arguably the least controversial, with virtually every major AI company having already signed on. The most delicate section is IP: the White House affirms that training on copyrighted material doesn't violate copyright, while proposing voluntary licensing frameworks for rights holders to negotiate collectively without antitrust exposure. White House (X) The Trump Admin is all-in on winning the AI race David Sacks (X) Announcing the national AI framework — "one rulebook" Michael Kratsios (X) Six pillars of the national AI framework The State Laws Context "States are moving because the federal government hasn't." California signed SB 53 in September — the first US frontier AI law — covering whistleblower protections, incident reporting, and chatbot guardrails for minors. New York signed the RAISE Act in December with similar reporting requirements, million-dollar penalties, and a new oversight office in the Department of Financial Services. Both OpenAI and Google have publicly said that absent a federal framework, states like California and New York represent "manageable" or "emerging" models to align around. Meanwhile, political candidates are making AI regulation a campaign platform: New York's Alex Bores, who sponsored AI safety legislation, is now being targeted by AI industry super PACs as he runs for federal Congress. A separate proposed New York bill would bar chatbots from providing legal or medical advice and allow users to sue for bad AI guidance — something the White House's free speech section would effectively prohibit. Axios N.Y. Gov. Kathy Hochul signs sweeping AI safety bill Techcrunch California Governor Newsom signs landmark AI safety bill SB 53 Reuters Proposed New York law would bar AI chatbots from posing as lawyers The Responses "An excellent foundation" — or "Mad

    7 minRead
    The AI Daily Brief (Nathaniel Whittemore)March 16

    A Guy Used AI To Cure His Dog's Cancer*

    A Guy Used AI To Cure His Dog's Cancer* March 16 , 2026 · Episode Links & Takeaways AI Daily Brief March 16, 2026 ▶ Listen to the episode HEADLINES NVIDIA GTC Preview: The Groq Chip and the Move to Full-Stack AI It's a big week for NVIDIA as their GTC developer conference kicks off in San Jose. The big pre-event speculation centers on a new chip system developed in collaboration with Groq (the chipmaker, not Grok the chatbot). NVIDIA acquired Groq in December and is expected to announce the first collaborative product this week: Groq's language processing chips integrated into NVIDIA's rack-scale servers, marking NVIDIA's first serious push at inference. This will also be the first time NVIDIA has manufactured an AI chip outside of TSMC, using Samsung's foundry instead. Patrick Moorhead of Moore Insights summed it up: "NVIDIA is no longer a chip company. The company plans to present itself as a full-stack, heterogeneous AI infrastructure platform spanning training, pre-fill, decode, inference, and agentic orchestration." The Information What to Expect From GTC: Nvidia's Groq Chip The Information Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO Patrick Moorehead (X) NVIDIA GTC 2026 Preview AI Agents Are Now a Material Risk in SEC Filings While software CEOs have been publicly downplaying AI disruption risks, their legal departments are telling a different story. So far this year, 27 firms have listed AI agents as a material risk in SEC filings — up from just 7 this time last year. Figma, Workday, and HubSpot are all on the list, despite their CEOs recently dismissing concerns. Figma CEO Dylan Field said at their last earnings call that unsupervised agent delegation makes you "a very brave person" — and yet Figma's 10-K filed the same day acknowledged agents may "change how people access and interact with digital products in ways that reduce reliance on traditional software applications." The individual disclosures don't say much on their own, but the volume is another signal we've moved past the tipping point on agents. The Information Figma and HubSpot CEOs Say They Aren't Fazed by Risks From AI Agents. Their Disclosures Say Otherwise Seedance 2.0: Hollywood Forces ByteDance's Hand ByteDance has paused the global launch of Seedance 2.0 after Hollywood studios including Disney, Warner Brothers, Paramount, and Netflix sent cease-and-desist notices. The model launched in China to massive reaction — including that viral Tom Cruise/Brad Pitt fistfight clip — and the Motion Picture Association called it "unauthorized use of U.S. copyrighted works on a massive scale." The holdup now isn't just implementing guardrails but refining them so they don't block too much unrelated content, the same problem OpenAI had with Sora 2. Chinese users are already reporting the model is severely overconstrained, and the foreign release has been pushed back indefinitely while engineers refine the moderation system. The Information ByteDance Suspends Launch of Video AI Model After Copyright Disputes With Hollywood Techcrunch ByteDance reportedly pauses global launch of its Seedance 2.0 video generator Former Anthropic Researchers Found Neolab for AI Science A new startup called Mirendil, led by former Anthropic researchers Behnam Neyshabur and Harsh Mehta, is raising $175M at a $1B valuation with Andreessen Horowitz and Kleiner Perkins co-leading. Both founders spent their time at Anthropic working on long-horizon scientific reasoning and automated AI research. The company aims to conduct AI-enhanced scientific research in biology and materials science — a category that's rapidly gathering investment, and one to watch as these new labs scale up through the year. The Information Ex-Anthropic Researchers Are Raising Capital For New Startup at $1 Billion Valuation The Information Kleiner Perkins, Andreessen Horowitz to Lead Investment in $1 Billion Neolab Google Maps Gets Conversational Google Maps is rolling out Ask Maps, a Gemini-powered conversational interface for navigating and planning trips. It integrates with Gemini's memory, so restaurant recommendations can draw on what it already knows about your preferences. Google is also launching Immersive Navigation — a new 3D view built from Street View and aerial imagery that depicts buildings, overpasses, and terrain. Once again, Google flexing multimodality and its ecosystem integration as a competitive moat. Google How we're reimagining Maps with Gemini Wired Google Maps Gets Chatty With a New Gemini-Powered Interface ServiceNow CEO: College Grad Unemployment Could Exceed 30% ServiceNow CEO Bill McDermott told CNBC that AI agents could push unemployment for college graduates "easily into the mid-30s in the next couple of years." The current reality is already concerning: unemployment for recent graduates stands at 5.6%, but 42.5% are underemployed — the highest since 2020. Computer science majors have the highest unemployment at 7%, though their underemployment rate is relatively low at 19.1%. This kind of prediction is precisely what's driving the frenetic AI discourse right now. CNBC AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says New York Fed The Labor Market for Recent College Graduates Forbes Unemployment And Underemployment Rates Among Recent College Graduates MAIN STORY A Guy Used AI to Cure His Dog's Cancer — And What It Says About AI's Second Moment This episode is nominally about a viral story involving a dog, a chatbot, and a cancer vaccine — but it's really about the state of the AI discourse right now, and why everything feels so heightened. The discourse is currently at an 11, all the time. On one side: terrifying statistics, viral doom charts, and a cascade of layoff announcements. On the other: normal people managing teams of AI agents and doing things that were never previously possible. The divergence between mainstream perception and actual capability has never been higher — and both are in an incredibly heightened state. The frame that makes sense of this is that we are in AI's second moment. SHAGGY DOG STORY AI's Second Moment "The cloud of dust is proportionally bigger." The first moment was the ChatGPT moment at the end of 2022. This is the Claude Code / Opus / Codex / agentic systems moment. And just like then, we're getting a proportionally bigger, more dramatic cloud of discourse around it. There are five key differences between now and then worth holding in mind: capabilities are dramatically higher; billions of people are now in the conversation, not just early adopters; economic stakes are real and immediate, not theoretical; AI has become a useful corporate fall guy for unwinding COVID-era overhiring; and all of this is happening against a backdrop of significantly elevated political volatility. There's a sixth difference too: three and a half years of the AI industry doing a genuinely poor job of explaining itself to anyone outside its own bubble. Ethan Mollick (X) The four big leaps in AI ability Chamath (X) What if AI is just plausible deniability for laying off workers who did nothing? Packy McCormick (X) AI companies have clearly botched telling the story The Karpathy Jobs Chart "Wildly misinterpreted, which I should have anticipated." On Saturday, Kaito on X posted about a weekend project he'd found in Karpathy's GitHub: a treemap scoring 342 BLS occupations on AI exposure from 0-10 using an LLM. Average score: 5.3. Software devs: 8-9. Medical transcriptionists: 10. Twitter instantly flooded with takes treating this as a diagnosis of imminent job destruction. What most people posting about it didn't do was read the actual page, which included a prominent caveat from Karpathy himself: "These are rough LLM estimates, not rigorous predictions. A high score does not predict the job will disappear." Karpathy was so frustrated by the response that he took the whole thing down, noting the exposure was scored based on how dig

    8 minRead
    The AI Daily Brief (Nathaniel Whittemore)February 18

    AI is Now Visible in Productivity Statistics

    AI is Now Visible in Productivity Statistics February 17, 2026 · Episode Links & Takeaways AI Daily Brief February 17, 2026 ▶ Listen to the episode HEADLINES Anthropic vs. The Department of War Anthropic's standoff with the Pentagon is boiling over. The Wall Street Journal reported Claude was used in the Maduro raid, and Anthropic appears to have reached out to Palantir — which serves Claude to the military — to find out exactly how. A senior administration official told Axios the inquiry was "raised in such a way to imply that they might disapprove of their software being used, because obviously there was kinetic fire during that raid, people were shot." Anthropic denied discussing Claude's use in any specific operations. The Department of War responded with a pointed statement from spokesperson Sean Parnell: "Our nation requires that our partners be willing to help our warfighters win in any fight." Fox News reported Monday that Secretary Hegseth is "close" to cutting ties entirely and banning contractors from using Anthropic models. A senior DoW official called Anthropic a potential "supply chain risk" — a designation Axios noted is usually reserved for foreign adversaries, with the Huawei ban as the clearest comparison. Another official told Axios: "We are going to make sure they pay a price for forcing our hand like this." This isn't just an Anthropic story — it's a proxy fight over who gets to dictate the terms of AI's use: the companies that built it, the governments they operate in, or some constantly negotiated combination. Axios Exclusive: Pentagon threatens to cut off Anthropic in AI safeguards dispute WSJ Pentagon Used Anthropic's Claude in Maduro Venezuela Raid Fox News Maduro raid questions trigger Pentagon review of top AI firm NY Post Hegseth 'close' to blacklisting AI firm Anthropic Alibaba Launches Qwen 3.5 Ahead of DeepSeek V4 Another Chinese model slips in ahead of the anticipated DeepSeek V4 release. Alibaba's Qwen 3.5 Plus has 397 billion parameters in a mixture-of-experts architecture with a million-token context window. Benchmarks put it broadly in line with GPT-5.2, Opus 4.5, and Gemini 3 Pro — a big improvement over Qwen 3 Max Thinking but short of the latest US frontier. The big new capability is native multimodal reasoning, making Qwen and Kimi K2.5 the only open source models with this feature. Alibaba Cloud is serving it at $1.20/$7.20 per million tokens — even cheaper than Kimi K2.5. It continues to reinforce just how much intelligence is available for ever-diminishing prices from the Chinese labs. Qwen Blog Qwen 3.5: Towards Native Multimodal Agents Bloomberg Alibaba Unveils Major AI Model Upgrade Ahead of DeepSeek Release Reuters Alibaba unveils new Qwen3.5 model for 'agentic AI era' SCMP Alibaba unveils Qwen-3.5, sharpening global race to spread AI models Hollywood in Full Freakout Mode Over Seedance 2.0 When ByteDance released Seedance 2.0 last week, director Ruairi Robinson showed what it could do with a 15-second clip of Tom Cruise fighting Brad Pitt in a post-apocalyptic cityscape. Deadpool writer Rhett Reese told the New York Times the video "sent a cold shiver up his spine" — "I could just see it costing jobs all over the place." The core realization: Chinese AI firms are not going to play ball on copyright. The MPA denounced "unauthorized use of U.S. copyrighted works on a massive scale," and SAG-AFTRA called it "unacceptable." ByteDance acknowledged the criticism, saying they'll "strengthen current safeguards" — but even if they do, whether smaller Chinese labs play by those rules seems extremely unlikely. Still, there's a growing sense that Hollywood will just have to adapt. Reese himself acknowledged: "Hollywood has long been a gatekeeper that keeps young and poor people away from creative levers. When a young person with no capital sets out to impress Hollywood, they will use tools like these. And young Chris Nolans will be among them." NYT Why an A.I. Video of Tom Cruise Battling Brad Pitt Spooked Hollywood The Verge After spooking Hollywood, ByteDance will tweak safeguards on new AI model Variety Motion Picture Association Denounces 'Massive' Infringement on Seedance 2.0 CNBC ByteDance says it will add safeguards to Seedance 2.0 following Hollywood backlash Apple Announces Mysterious Multi-City Event on March 4 Apple has invited press to New York, Shanghai, and London for a "special Apple Experience" on March 4 — unusual given they typically hold major releases around WWDC in June. Bloomberg's Mark Gurman pointed to a big hardware lineup: new MacBook Pros and Airs with the M5 chip (30% unified memory bandwidth boost over M4), a low-cost colorful MacBook, new iPads, and the iPhone 17e. For AI folks, the big question is whether this includes a surprise M5 Mac Mini — if so, expect a lot of OpenClaws shopping for an upgrade. The other question is AI Siri: Tim Cook has said the new Siri ships this year, but most expect it at WWDC. Behind the scenes, Gurman reported the project is hitting roadblocks with query processing and response speed, though March was the original target and things remain fluid. Bloomberg Apple to Hold Product Launch on March 4 With Mac Updates Coming MacRumors Apple Announces Special Event in New York, London, and Shanghai on March 4 Variety Motion Picture Association Denounces 'Massive' Infringement on Seedance 2.0 9to5Mac Apple launching 5+ new products over the next several weeks MAIN STORY AI is Now Visible in Productivity Statistics The single big overarching theme of 2026 so far is the sense among AI builders and power users that a key inflection point has been hit. Alongside that has come an invigorated conversation about AI's impact on workers — but it's still largely rooted in anecdote. As the discussion gets more urgent, it becomes more important to move out of the paradigm of anecdotes and into actual evidence. Stanford economist Erik Brynjolfsson now believes he's seeing the first real sign of AI productivity showing up in the macro data — and if he's right, it would be a major break from how every prior technology paradigm has played out. FT The AI productivity take-off is finally visible (Brynjolfsson) Fortune One of Stanford's original AI gurus says productivity liftoff has begun Apollo Academy Waiting for the AI J-Curve (Torsten Slok) PRODUCTIVE DEBATES ABOUT AI PRODUCTIVITY Andrew Yang and the Anecdote Problem "This will result in the great disemboweling of white-collar jobs." The AI job displacement conversation has ratcheted up significantly this year, but it's still largely rooted in anecdote. Andrew Yang's latest blog post "The End of the Office" exemplifies this: he watched a family member build a website with AI in minutes and extrapolated to the elimination of all white-collar work. The urgency is real, but as the conversation intensifies, the gap between anecdote and evidence becomes more important to close. Andrew Yang Blog The End of the Office The Solow Paradox and Why This Matters "You can see the computer age everywhere, but in the productivity statistics." That famous Robert Solow quote from 1987 came after decades of IT investment. We eventually saw a productivity jump in the late '90s, but nothing comparable in the Web 2.0/mobile/social era — productivity growth has actually been below the historical pattern for the last 20 years. If AI is already showing up in productivity numbers, that would be a major departure from how every prior general-purpose technology has played out — and a major indicator of just how different this shift really is. Brynjolfsson's Argument — The J-Curve Inflection "We are now transitioning out of this investment phase into a harvest phase." Brynjolfsson points to the BLS revising 2025 job numbers down by ~400,000 (from 584K to 181K net gains) while GDP remains incredibly strong — Q3 at 4.4%, Q4 provisionally at 3.7%, with the Atlanta Fed's GDP Now even higher at 5.4%. Since productivity is GDP divided by workers, the downward

    8 minRead
    Deloitte InsightsMarch 20

    2026 Digital Media Trends: Capturing always-on fandom between releases and seasons

    Deloitte's 2026 Digital Media Trends report, based on a survey of 3,575 US consumers, argues that self-identified fans are the media and entertainment industry's most valuable and durable consumer segment. Unlike general audiences, fans maintain continuous engagement across formats, platforms, and experiences outside of major release windows—treating the off-season as an active period rather than a lull. The report's central thesis is that media and entertainment companies are currently optimized around discrete high-impact moments (premieres, game releases, season launches) and are therefore leaving monetization on the table between those events. Owners of strong IP, sports franchises, and artist brands could capture year-round fan engagement by hosting social content, commerce, and exclusive experiences within their own environments rather than ceding that activity to third-party platforms.

    3 minRead
    BCG Publications

    Schneider Electric's Journey to a Generative AI Future

    Schneider Electric, a €34 billion energy management and industrial automation company, partnered with BCG to build a structured generative AI transformation roadmap rather than treating GenAI as a purely technical challenge. The company conducted 56 workshops with over 200 stakeholders across 15 functions to co-create use cases, surface implementation barriers, and drive organization-wide buy-in. BCG's framework allocates 70% of transformation effort to business process redesign, change management, and upskilling—a proportion expected to exceed typical AI deployments given the off-the-shelf nature of many GenAI tools. Schneider Electric is deliberately balancing quick-win productivity use cases that self-fund more ambitious, proprietary applications against a backdrop of responsible AI, cybersecurity, and data risk guardrails. The approach prioritizes time-to-value while embedding trust and compliance as foundational enabling capabilities.

    3 minRead