From the wave-0 evidence ledger
Recorded claims
Each claim states what the inspected source says, at the recorded location—bounded by its scope and graded by its confidence. Nothing here is a synthesis across works.
Firms with greater resume-measured AI investment experienced higher sales, employment, and market valuation and introduced more product innovations, with patterns strongest among larger firms.
Scope: US firms and broad AI investment in the study period; association/quasi-experimental evidence, not GenAI-native structure.
The authors use variation in local university AI talent supply as an instrument and interpret product innovation as an important channel, but resume-based measurement and exclusion assumptions leave residual causal uncertainty.
Scope: Study firms, talent measure, and instrument validity; not a randomized organizational intervention.
Boundaries
Limitations & independence
Recorded at coding time, carried with the work forever. A claim without its limits is not evidence.
Recorded limitations
- AI investment inferred from worker resumes
- AI-intensive firms may select into talent and markets
- Instrumental-variable assumptions are contestable
- Broad AI period, not specifically generative AI
Source independence
Academic firm-level study using resume-based AI investment and firm data; no single vendor controls outcomes.