Elsie Peng

Goldman Sachs economist Elsie Peng published a research note in July 2026 warning that AI productivity gains may not materialize until the early-to-mid 2030s, drawing parallels to the 20-year lag of t…

Goldman Sachs economist Elsie Peng warns that AI's productivity payoff may take 15 years to materialize, mirroring the slow adoption of personal computers. Her analysis shows that organizational overh…