TRUE, BUT

A new NBER survey of 6,000 executives says 9 in 10 saw zero AI effect on their firm. The same paper's authors are forecasting real effects within three years.

NBER working paper 'Firm Data on AI' (w34836) - Ivan Yotzov, Jose Maria Barrero, Nicholas Bloom, Philip Bunn, Steven J. Davis, Kevin M. Foster, Aaron Jalca, Brent H. Meyer, Paul Mizen, Michael A. Navarrete, Pawel Smietanka, Gregory Thwaites, Ben Zhe Wang. Recorded 5 September 2026. Our ruling means: literally true, materially misleading.

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5 receipts: 1 support the claim, 1 contradict it, 3 add context. 13 figures on the record, 7 traced to a quoted receipt.

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