Crosscurrent: AI Soft Landing Flywheel
- AI intangible flywheels compound 2x faster than consensus productivity models expect
- Soft landing sustains 2.25% US GDP with disinflationary AI gains offsetting capex drag
- Adoption dispersion creates 20% margin gaps between AI leaders and laggards
- Measured TFP lags initially due to intangible mismeasurement before year-3 swoosh
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