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Joyce Li's avatar

Conversational AI usage might be very different from API usage - so Anthropic's index might be biases towards more writing oriented tasks.

On job market, I have been surprised by the reported strength vs felt softness. I am wondering with the 1m job loss related to DOGE and the natural time lag before resettlement into workforces, inflation will come down faster and rate cut will be put back on the table (assuming no DOGE's disruption at Fed)

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Marianne O, CFA's avatar

Good point Joyce. I suspect the Anthropic Economic Index still captures a subset of AI usage and it also excludes enterprise users. But it is the start of a terrific effort to quantify AI use from real/ real-time data. As to job loss, the Federal job cut may be the largest job cut ever, it is deflationary from that point of view; but at the same time, inflationary impact from more tariffs from trading partners may offset so ending up the Fed will still be very cautious. Thanks for your comments!

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