Super interesting! "What Makes New Work Different from More Work?" by David Autor, Caroline Chin, Anna M. Salomons, Bryan Seegmiller. "new work serves as a countervailing force to automation...by generating new domains of human expertise that command market premiums." www.nber.org/papers/w34986

Food for thought! "Attention (And Money) Is All You Need: Why Universities Are Struggling to Keep AI Talent" by Ufuk Akcigit, Craig A. Chikis, Emin Dinlersoz, and Nathan Goldschlag www.nber.org/papers/w34964

Super interesting! "Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives" by Salomé Baslandze, Zachary Edwards, John Graham, Ty McClure, Michael Sparks, Brent Meyer, Sonya Waddell, and Daniel Weitz. papers.ssrn.com/sol3/papers....

Highly relevant! "Disruption without dividend? - How the digital divide and task differences split GenAI’s global impact" by Paweł Gmyrek, Mariana Viollaz, and Hernan Winkler. www.ilo.org/sites/defaul...

Highly relevant! "Same Storm, Different Boats: Generative AI and the Age Gradient in Hiring" by Magnus Lodefalk, Lydia Löthman, Michael Koch, and Erik Engberg. ratio.se/publikatione...

Food for thought! "Why investors won’t know what to make of AI for a while: Markets always struggle to price technological revolutions" (The Economist) www.economist.com/finance-and-...

Food for thought! "Research on AI and the labor market is still in the first inning" by Jed Kolko. "all the important questions about AI's effects on the labor market are still unanswered." www.piie.com/blogs/realti...

Super interesting! "Task-Specific Technical Change and Comparative Advantage" by Lukas Althoff and Hugo Reichardt. "Our key finding is that AI substantially reduces wage inequality while raising average wages by 21 percent." hugoreichardt.com/pdf/tstc_com...

Highly relevant! "The Changing Landscape of International Development: An Introduction" by Pascaline Dupas, Pinelopi Koujianou Goldberg, and Rohini Pande. www.nber.org/papers/w34943

Food for thought! "The EU’s Energy Transition" by Carton, Dolphin, Duval, Hodge, Kara, Voigts, and Wende. "the EU’s energy transition only has modest macroeconomic impacts if it combines carbon pricing and green subsidies." www.elibrary.imf.org/view/journal...

Super interesting! "The Skill Premium in Times of Rapid Technological Change" by Tarek Alexander Hassan, Aakash Kalyani, and Pascual Restrepo. "This paper shows that the pace of technology creation is a key driver of the skill premium." www.nber.org/papers/w34939

Super interesting! "Market Feedback about Emerging Technologies" by Sean S. Cao, Itay Goldstein, Jie He, and Yabo Zhao. www.nber.org/papers/w34940

Food for thought! "Labor market impacts of AI: A new measure and early evidence" by Maxim Massenkoff and Peter McCrory. "...we find no impact on unemployment rates for workers in the most exposed occupations..." www.anthropic.com/research/lab...

Highly relevant! "The agentic AI landscape and its conceptual foundations" (OECD) www.oecd.org/en/publicati...

Food for thought! "AI and the distribution of income between capital and labour" by Antonio Minniti, Klaus Prettner, Francesco Venturini, and David Bloom. cepr.org/voxeu/column...

Highly relevant! "Digitalization, Change in Skill Distance Between Occupations and Occupational Mobility" by Arnaud Dupuy, Morgan Raux, and Sara Signorelli. www.rfberlin.com/network-pape...

Super interesting! "AI, Human Cognition and Knowledge Collapse" by Daron Acemoglu, Dingwen Kong, Asuman Ozdaglar. "We study how generative AI, and in particular agentic AI, shapes human learning incentives and the long-run evolution of society’s information ecosystem." www.nber.org/papers/w34910

Highly relevant! "Tech Has Never Caused a Job Apocalypse. Don’t Bet on It Now" by Greg Ip. "Neither theory, history nor the latest data suggests a recession driven by AI job dislocation is likely" www.wsj.com/economy/jobs...

Highly relevant! "Chad Jones & Chris Tonetti on Past Automation and Future AI: How Weak Links Tame the Growth Explosion" (Markus’ Academy with Markus Brunnermeier) Conversation: bcf.princeton.edu/events/chad-... Working paper: web.stanford.edu/%7Echadj/Jon...

Super interesting! "The Economic Impacts of AI: A Multidisciplinary, Multibook Review" by Kevin A. Bryan. Journal of Economic Literature: www.aeaweb.org/articles?id=... Ungated version: www.kevinbryanecon.com/BryanAIBookR...

Wow, highly relevant! "Innovation-Driven Entrepreneurship" by Tristan L. Botelho, Daniel C. Fehder, and Yael V. Hochberg. Journal of Economic Literature: www.aeaweb.org/articles/pdf... Working paper: tristanbotelho.com/files/Botelh...

Highly recommended! Nick Bloom on "The Impact of AI on US Productivity" (Nick Bloom joined Markus Brunnermeier for a session of the Markus’ Academy) bcf.princeton.edu/events/nick-...

Super interesting! "Chaining Tasks, Redefining Work: A Theory of AI Automation" by Mert Demirer, John J. Horton, Nicole Immorlica, Brendan Lucier, and Peyman Shahidi. www.nber.org/papers/w34859

This looks like a must-read! "Building Pro-Worker Artificial Intelligence" by Daron Acemoglu, David Autor, and Simon Johnson. www.nber.org/papers/w34854

Highly relevant! "Valuation of Regulatory Risk on Pharmaceutical R&D" by Teresa Corzo Santamaria, Jose Portela, and Eduardo S. Schwartz. www.nber.org/papers/w34863

Highly relevant! "A New U.S. Productivity Chapter? What Industry Data Say About AI" by Nida Çakır Melek and Sydney Miller. www.kansascityfed.org/research/eco...

Our Updates & Insights 2026! #3 Our new AI Labor Market Observatory and much more... open.substack.com/pub/incprodm...

Super interesting! "Europe Falling Behind: Structural Transformation and Labor Productivity Growth Differences Between Europe and the U.S." by Cesare Buiatti, Joao B. Duarte, and Luis Felipe Saenz. jbduarte.com/files/BDS202...

Highly relevant! "World Intellectual Property Report" by the World Intellectual Property Organization (WIPO). "For new technologies to fulfill their potential, they must be adopted and used effectively by firms and households." www.wipo.int/en/web/world...

Super interesting! "Firm Data on AI" by Ivan Yotzov, Jose Maria Barrero, Nicholas Bloom, Philip Bunn, Steven J. Davis, Kevin M. Foster, Aaron Jalca, Brent H. Meyer, Paul Mizen, Michael A. Navarrete, Pawel Smietanka, Gregory Thwaites, and Ben Zhe Wang. www.nber.org/papers/w34836

Highly relevant! "Clearing the Air: A Hopeful Guide to Solving Climate Change in 50 Questions and Answers" by Hannah Ritchie. amzn.to/4qHfsAr

Food for thought! "Why Sweden has so many unicorns: Europe’s problem is not the lack of venture capital" by Luis Garicano. www.siliconcontinent.com/p/why-sweden...

Productivity Treasure Trove - What caught our attention (selection): Early scientific leadership, government venture capital, safety and resilience in a world of growing tensions, and much more… open.substack.com/pub/incprodm...

Wow, really cool! "VIRENA: Virtual Arena for Research, Education, and Democratic Innovation" by Hoes, Klueser, and Gilardi. "VIRENA makes possible research designs that were previously impractical: studying human--AI interaction in realistic social contexts" arxiv.org/abs/2602.12207

Really cool or really bad? In any case, a super interesting experiment! "The Journal for AI Generated Papers" "A dedicated platform for AI-generated research, fostering collaboration between human prompters and AI systems." jaigp.org

Super interesting! "Climate change, catastrophes, insurance and the macroeconomy" by Margherita Giuzio, Linda Rousová, Sujit Kapadia, Hradayesh Kumar, Luisa Mazzotta, Miles Parker, and Dimitris Zafeiris. www.ecb.europa.eu/pub/pdf/scpw...

An AI-Labor-Market Observatory – Just in Case "Artificial intelligence is here to stay and will have a profound long-term impact on our society and economy. Just in case, we should engage even more than before with various scenarios..." open.substack.com/pub/incprodm...

Highly relevant! "Why is Europe lagging behind in high tech sectors? The role of institutional and regulatory quality" by Jonathan Bothner, Paloma Lopez-Garcia, Daphne Momferatou, and Ralph Setzer. www.ecb.europa.eu/pub/pdf/scpw...

Highly recommended! "What if Labor Becomes Unnecessary?" Round Table with David Autor, Anton Korinek, and Natasha Sarin (hosted by David Leonhardt). www.nytimes.com/2026/02/04/o...

Highly relevant! "Global Labor Mobility between Shrinking and Growing Labor Forces" by Lant Pritchett. pubs.aeaweb.org/doi/pdfplus/...

Super interesting! "Younger Firms and CEOs Allow More Work from Home" by Cevat Giray Aksoy, Jose Maria Barrero, Nicholas Bloom, Katelyn Cranney, Steven Davis, Mathias Dolls, and Pablo Zarate. static1.squarespace.com/static/5e2ea...

Food for thought! "Looking for the Ladder: Is AI Impacting Entry-Level Jobs?" by Zanna Iscenko and Fabien Curto Millet. eig.org/wp-content/u...

Highly interesting! "The software complexity of nations" by Sándor Juhász, Johannes Wachs, Jermain Kaminski, and César A. Hidalgo. www.sciencedirect.com/science/arti...

This looks like a must-read! "A.I. and Our Economic Future" by Charles I. Jones "What if machines — A.I. for cognitive tasks and A.I. plus advanced robots for physical tasks — can perform every task a human can do but more cheaply?" web.stanford.edu/~chadj/AIand...

Highly recommended! "Past Automation and Future A.I.: How Weak Links Tame the Growth Explosion" by Jones, Tonetti "Two key findings emerge. First, automation leads economic growth to accelerate over the next 75 years. Second, the acceleration is remarkably slow." web.stanford.edu/~chadj/Jones...

Highly relevant! "The Virtuous Cycle Between Skills and Technology" by Sascha O. Becker, Christian Dustmann, and Hyejin Ku. www.rfberlin.com/network-pape...

Highly relevant! "The first 1000 days and beyond: The process of child development" by Orazio Attanasio. www.nber.org/papers/w34651

Super interesting! "Renewable Energy Expansion: Key Challenges and Emerging Opportunities" by Koichiro Ito. "This article reviews recent economic studies and identifies three central challenges and corresponding opportunities for scaling up renewable energy..." www.nber.org/papers/w34644

Highly relevant! "How to AI-proof your job: The data suggests soft skills more than quantitative competency equal success in a rapidly changing labour market" by John Burn-Murdoch. www.ft.com/content/5e25...

Super interesting! "Urban-Biased Structural Change" by Horng Chern Wong, Dennis Novy, Carlo Perroni, and Natalie Chen. www.rfberlin.com/network-pape...