Bob Pozen

speaker

286 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Bob Pozen’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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We just don't know.

There's a lot of uncertainty.

But I don't think we can bet that we can say it's guaranteed that AI will increase productivity.

It may or may not.

We just don't know.

I've been using Claude Pro.

And if you look at where Claude was a year ago versus now, it's very different.

It's much stronger.

So we don't know what's going to happen.

in the next year or the next two years.

And we surely don't know what's going to happen in China and how that's going to impact US companies.

I mean, this is all anybody who says they know is committing an act of hubris, I think.

That is a plausible hypothesis.

but there's so many exogenous factors that can come in.

Look what we're doing to global supply chains.

That's a factor we know contributes to higher productivity.

We're undermining that.

Look what we're doing with the Canadian-Mexican trade agreement.

The companies need stability in that agreement in order to have the most efficient supplies.

Look at how a car has been made in the past over those three countries.

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