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Policy2026-07-12 · source-backed
Chair Kevin Warsh named a16z's Andreessen, Stanford economist Charles Jones, and Microsoft's Asha Sharma to co-lead a Productivity and Jobs task force, with recommendations due end of 2026 (The Decoder). Warsh has argued AI could be a disinflationary force that gives room to cut rates. Critics counter that the buildout drives up demand for chips, energy, and capital first, adding price pressure before productivity shows up. Monetary policy is now openly reasoning about AI's macro effects, which is worth tracking if you're planning around rates.
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Microsoft released Critique / Shared entities / Earlier coverage / Tension
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Microsoft competes with Google / Shared entity: Microsoft / Earlier coverage / Tension
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Microsoft competes with Google / Shared entity: Microsoft / Earlier coverage / Tension
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