<p>AI spending is visible, but AI productivity is still hard to see in the macro data. Michelle and Vox unpack Boaz Barak's task-frontier framing, why METR's time-horizon work matters, and how investors can separate bubble risk from a genuine shift in long-term growth assumptions.</p>

AI spending is visible, but AI productivity is still hard to see in the macro data. Michelle and Vox unpack Boaz Barak's task-frontier framing, why METR's time-horizon work matters, and how investors can separate bubble risk from a genuine shift in long-term growth assumptions.

S1E168 - When the Task Frontier Moves Faster Than GDP

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E168 - When the Task Frontier Moves Faster Than GDP

S1E168 - When the Task Frontier Moves Faster Than GDP