RESEARCH — OUTSIDE READING
Reports & research
Outside research the desk is reading — the reports, papers and data behind the theses. Not ours; worth your time.
IMF · F&D
Artificial Intelligence and the Economics of Adjustment
Dan Katz on how AI reshapes labor markets — and the real economic cost of the transition it forces.
imf.org · read report →
McKinsey
Humanoid Robots: Crossing the Chasm from Concept to Commercial Reality
When humanoid robots move from viral demos to real commercial deployment — the unit economics, timing and bottlenecks.
mckinsey.com · read report →
a16z
Charts of the Week: Cycles, Different but the Same
AI-enabled or AI “enabled”? Lean AI startups, and the productivity paradox playing out across tech.
a16z.news · read report →