person

Jessica Wachter

Finance professor at the University of Pennsylvania's Wharton School and a former chief economist of the US Securities and Exchange Commission, where she also directed the division of economic and risk analysis.

Known aliases

Wachter

Relationships

No evidence-backed relationships are recorded.

Current clusters

product1 publisher

A Wharton economist prices the AI buildout's break-even at 2.7x productivity by 2030

Jessica Wachter asked how fast hyperscaler earnings must grow to justify nearly $1.1 trillion of spending through 2027. Her answer is a 2.7x productivity gain by 2030. Anyone forecasting an AI budget now has a number to test.

Publishers:technologyreview.com

Reality

Evidence55
Adoption62
Hype gap+12
Incentives25
Confidence58