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Nathan Goldschlag
Riktig, sunn forretningsdynamikk handler ikke bare om inntreden, det er også vekst etter inntreden, fra @ATabarrok og meg: «Problemet med utviklingsland er ikke at de mangler entreprenører, men at entreprenører ikke kan gjøre firmaene sine store nok til å bli store arbeidsgivere.»
3. jan. 2026
this is an insanely stupid idea, being employed by large firms increases labor productivity dramatically. it’s very bad news how much of India is run as informal service sector with firm size <3 people
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«Led til» er å overdrive saken litt, men relatert arbeid av folketellingsforskere som bruker de underliggende mikrodataene for BFS (y-aksen) fant en økning i AI-relaterte forretningsapplikasjoner etter 2022.
12. nov. 2025
We are seeing emergent signs that AI is driving business formations.
We also think the worst for firm birth-death model is over.
As long as the Fed is willing (I like Mary Daly’s framing—what the Fed decides to do could either fan or choke a 90s style productivity boom) this trend could continue and we see more sustained labor productivity increase next year.
Full piece on @TheTerminal :
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