AI, Jobs and Productivity: What the Data Is Really Showing

AI adoption is accelerating across businesses and workplaces, but its economic impact remains difficult to measure. In this episode of Credit Currents, we examine the disconnect between rising AI usage and labor market and productivity outcomes. What are the drivers behind the gap, lessons we can use from the dot-com era, and the key metrics investors should watch as AI investment continues to grow? Listen now to find out.  Host: Greg Sobel, Vice President, Moody’s Ratings Guests: Gabriel Agostini, Assistant Vice President, Credit Strategy and Standards, Moody’s Ratings  Related Research:  Widespread AI adoption is yet to affect labor market or productivity, 27 Jul 2026 AI brings competitive divergence and reshapes risks,28 July 2026 Hyperscalers' asset-heavy model spurs borrowing, equity sales,22 July 2026 Tokens are the currency of AI, and the smartest spenders will pull ahead, 13 July 2026  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.