Ultimately, Goldman’s findings paint a picture of an economy in transition. While Wall Street is consumed by “AI-nxiety” and tech giants pour hundreds of billions into infrastructure, the promised productivity revolution remains highly localized to software coders and customer service representatives. For the broader U.S. economy, the true macroeconomic benefits of the AI revolution have yet to arrive.
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The cultural side-effects were extraordinary. Bubble-era money funded some of the most ambitious, beautiful, and outright weird creative projects Japan has ever produced. Architecture, graphic design, magazines, vehicles, music, fashion, animation—everything was touched by the sense that budgets were infinite and ambition should match. It’s no coincidence that this period overlaps with the golden age of Japanese game development, or that Fuji TV was handing late-night airtime to young experimentalists, or that someone thought a four-hour TV program about Western computer games was a good idea.