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Wire · operational-macro

Investors are pricing in a 32.6% AI productivity boost for software engineers

Published

29 September 2026

Topic

operational-macro

◆ Sectors

Software Engineering

◆ Geography

United States

◆ Source

Read at theregister.com →

◆ Verified

Fusion42 · 29 September 2026 · Fusion42 review

Economists from UC Berkeley and LSE estimate that investors have priced a 32.6% permanent productivity boost for software engineers from AI developments between late 2022 and 2025, implying a 3.61% permanent increase in GDP.

This Wire brief sits within Fusion42's coverage of Software Engineering.

◆ ◆ The Wire takeaway

AI-driven productivity gains are now priced into market values, signalling a shift in economic expectations you must factor into growth and hiring plans immediately.

◆ Coverage

1 source · 29 Sep 2026

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◆ Topics

Software Engineeringai-productivitysoftware-engineeringinvestor-sentimenteconomic-impactstock-market