The Economics of AI hold the promise of immense economy-wide productivity gains and revolutionary changes in business models, from AI-centric to AI-adjacent companies. AI developers, suppliers, and adjacent technologies providers are currently experiencing an unprecedented boom in demand and investment. AI adopters and adapters are witnessing volatile, uncertain, and often ambiguous returns on their new technology-related allocations.
In the long run, however, two things are becoming clearer and clearer with every iteration of the AI revolution. One: closed business platforms adopted by the US and, more broadly, Western economies are rapidly losing ground to open platforms pioneered by China and currently displacing traditional Western models in Europe and Asia Pacific. Two: the status quo of unregulated, uncontrolled innovation in AI and AI-adjacent technologies is going to give way to tightly regulated, state-centric competition.
The first reality co-causes - alongside the threats of AI power - the latter reality. The latter one co-causes - alongside the Great Powers Competition in the geopolitical realm - the former. This bidirectional causality is unique to any technological development, save the discovery and commercialization of nuclear power. And it promises to reshape forever the way we think about the financial, economic, geopolitical, and social environments we live in.
Constantin Gurdgiev will cover the following topics during this webinar:
- The current cutting-edge macroeconomic modeling of AI competition - latest research (2025-2026) on the direction of AI productivity impact and macroeconomic outcomes projections.
- The current state of play in financial markets as these re-gear toward an AI-centric world.
- The current state of the AI-adopting, AI-adapting, and AI-adjacent companies and players and projections forward.
- The emerging regulatory and State control frameworks for containing AI-related risks and uncertainties.
- Why the AI economy paradigm does not fit into our risk management and investment models and what changes in these are needed to account for the onset of the Age of AI.
By attending this session, you will learn about the cutting-edge thinking on AI economics that shapes technology-related decisions being made in corporate boardrooms, regulatory agencies, and corridors of power.
The session will be targeted to business professionals, senior and mid-level corporate decision-makers, finance and financial markets professional and business owners.
Course Level: Intermediate to Advanced.