Is AI Actually Disinflationary? with Matt Dratch | 🟡🔴🔵 MTS Live

Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement. -- https://x.com/DratchCap -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X |   / mtslive   YouTube |    / @mtsituation   Spotify | https://open.spotify.com/show/4HUNNmV... Apple | https://podcasts.apple.com/us/podcast... Substack | https://mtslive.substack.com/ -- MTS is brought to you by: ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Granola - The AI notepad. Try it once and never go back. ⁠⁠⁠https://granola.ai/mts⁠⁠⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. ⁠⁠⁠https://konghq.com⁠⁠⁠ Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. ⁠⁠⁠https://blitzy.com⁠⁠⁠ Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster.  ⁠⁠⁠https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. ⁠⁠⁠https://adquick.com⁠⁠⁠ Macroscope - AI codebase understanding for engineering leaders. ⁠⁠⁠https://macroscope.com/mts⁠⁠⁠ -- Timestamps: (00:00) Introduction (00:50) The Shadow Output Gap Explained (03:40) Tech Deflation and the 2010s (07:44) Why AI Productivity Is Different (16:46) Monetary Policy and Disinflation Risk (28:33) Atoms vs. Bits in the Build-Out (31:40) Physical AI and Humanoid Robots (38:08) Policy Error and the Critical Window -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.