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Toward Measuring AI's Effects on Skill Formation: The Stock-Formation Gap

A new arXiv paper by Aysa Fan, submitted April 12, 2026 and revised August 9, 2026, identifies a 'stock-formation gap' in measuring AI's effects on skill formation, arguing that current deployment telemetry observes AI use in skilled work but not whether users become more capable independently, while controlled studies measure independent capability only in narrow settings. The paper proposes a research program linking consented usage records to independent assessments, varying whether AI supplies answers, hints, feedback, or evaluation, and concludes that existing measurement cannot determine whether AI erodes skill formation at population scale.

read2 min views3 publishedAug 26, 2026
Toward Measuring AI's Effects on Skill Formation: The Stock-Formation Gap
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[Submitted on 12 Apr 2026 (

[v1](https://arxiv.org/abs/2605.16283v1)), last revised 9 Aug 2026 (this version, v3)]# Title:Toward Measuring AI's Effects on Skill Formation: The Stock-Formation Gap

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Abstract:Large-scale AI deployment data and controlled learning experiments characterize different consequences of the same technology. Deployment telemetry shows that AI use is concentrated in skilled work and frequently supports immediate task performance. It observes tasks, interaction patterns, and outputs, however, not whether users become more capable of performing those tasks independently. Controlled studies measure independent capability more directly, but only in narrower populations and settings, with outcomes that vary substantially by interaction design. We formulate this discrepancy as a stock--formation measurement gap: current systems observe the use of existing expertise more readily than the formation of future expertise. Because formation has historically been society's recovery mechanism through technological change, the gap matters well beyond any single classroom. We synthesize the experimental and observational evidence by identification strength, use public deployment data as a descriptive illustration of the gap, and identify the missing bridge between interaction traces and unassisted retention and transfer. We then propose a research program that links consented usage records to independent assessments while experimentally varying whether AI supplies answers, hints, feedback, or evaluation. The claim is not that AI has been shown to erode skill formation at population scale. It is that existing measurement cannot determine whether it does, and that this question is both measurable and designable.

Submission history #

From: Aysa Fan [[view email](/show-email/2722ec1a/2605.16283)]

**Sun, 12 Apr 2026 05:42:20 UTC (179 KB)**

[[v1]](/abs/2605.16283v1)**Fri, 22 May 2026 12:26:41 UTC (165 KB)**

[[v2]](/abs/2605.16283v2)**[v3]** Sun, 9 Aug 2026 23:41:19 UTC (84 KB)

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