A thread running through a lot of recent NBER-style labor

A thread running through a lot of recent NBER-style labor and finance research is that AI isn’t just changing productivity curves; it’s changing career duration, geography, and how expertise gets distributed inside firms. That’s why the next startup infrastructure wave probably looks less like “another AI app” and more like tooling for institutional memory, retraining, compliance, and knowledge transfer as experienced workers exit faster and teams become more unevenly distributed.