ExploringHowAIWillImpacttheEconomyTheimpactsofAIontheeconomywilldependbothonhowthetechnologyevolvesandhowquicklyandeffectivelyitisimplemented.Wesharehowweareinterpretingthegrowingliteratureonthetopicandtrackingtheprocessinrealtime.OCTOBER2,2023KARENKARNIOL-TAMBOURJOSHMORIARTY©2023BridgewaterAssociates,LPEditor’sNote:AtBridgewater,wearelearningaboutthelikelyimpactofAIintwoways.Inthisreport,wesharesomeofourresearchdepartment’sthinkingonthemacroeconomiceffectsofAI.Atthesametime,wearealsolearning-by-doinginourAIlab,wherewearebringinginvestorsandAIexpertstogethertoexplorecutting-edgeusecasesinanefforttogeneratealpha.Asinvestors,knowingwhatwedon’tknowisofte...