Research · Artificial Intelligence
Artificial intelligence
Models, diffusion, productivity, and governance — how artificial intelligence reshapes earnings, labour, and the balance of economic power.
AI is the defining technology of the cycle. We track the frontier of models and compute, but our focus is the second-order question that moves markets: how fast capability diffuses into the real economy, and who captures the gains.
We connect the technology to its consequences — productivity, margins, labour, and the governance and regulation that will shape how, and how quickly, AI is deployed.
What we cover
Models & compute
Frontier capability, the cost curve of training and inference, and the infrastructure behind it.
Diffusion & productivity
Adoption across sectors, the productivity dividend, and the impact on labour and margins.
AI governance
Regulation, safety, and the policy frameworks shaping deployment worldwide.
Get in touch
An engagement or project you would like to discuss?
Want our perspective on AI?
Contact us