Notes from:
Economics of Artificial Intelligence, Fall 2026

Programme

The nber’s annual Toronto conference on the economics of ai, organised by Ajay Agrawal, Joshua Gans, Avi Goldfarb and Catherine Tucker. This year’s edition leaned hard on China. Day 1 had three papers — ai and global drug development, generative-ai hiring by Chinese firms, and what Chinese ai patent counts actually measure — and day 2 one, on generative ai and a Chinese job-matching platform; each had a discussant. The three panels (geopolitics, open weights, robotics) are not digested; their transcripts are kept with the recordings.

Day 1 · Wed 23 September

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Day 2 · Thu 24 September

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