CARLYLE: AI PRODUCTIVITY GAINS LOOM LARGE

AI DESK■ 1 MIN READ

SAT, MAY 9, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

Carlyle's head of global research Jason Thomas predicts significant economic gains from artificial intelligence adoption. He also flagged US equity valuations as increasingly attractive compared to previous levels.

Speaking at the Milken Institute Global Conference in Beverly Hills, Thomas outlined expectations for substantial productivity improvements driven by AI technologies. The executive emphasized the scale of potential economic benefits as the technology matures and integrates into business operations. Thomas assessed current US stock valuations favorably against historical benchmarks, suggesting a shift in market pricing dynamics. His comments reflect broader institutional investor sentiment regarding AI's role in future economic growth. The remarks come as major technology companies continue deploying AI systems across industries, from enterprise software to manufacturing. Productivity gains remain a central narrative in AI investment theses, with economists and investors closely monitoring whether the technology delivers measurable economic impact at scale.

■ SOURCES

► Bloomberg Tech

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

■ MORE FROM THE AI DESK

P712SEA LAUNCHES DEDICATED AI INVESTMENT TEAM

Singapore's Sea Ltd. has established a dedicated team to identify and pursue AI investments, signaling a strategic pivot beyond its e-commerce core business. The move reflects the company's search for new growth opportunities in artificial intelligence.

MAY 29— AI Desk

P711COMPANIES RUSH TO CUT JOBS FOR AI THEY DON'T UNDERSTAND

Tech executives are laying off workers based on AI capabilities they may not fully grasp, according to Box founder Aaron Levie. The trend has accelerated dramatically, with 2026 layoffs already approaching 2025's total.

MAY 29— AI Desk

P710FREE CLEANING COMES WITH A CAMERA ATTACHED

AI startup Shift is offering free home cleaning services in New York and plans to expand to London, but the deal requires homeowners to let the company film cleaners performing household chores.

MAY 29— Industry Desk

P709UK BANKS STILL BLOCKED FROM ANTHROPIC'S MYTHOS AI

Bank of England Governor Andrew Bailey revealed that British banks remain unable to access Anthropic's Mythos AI tool. Bailey called for coordinated international efforts to address cybersecurity challenges.

MAY 29— AI Desk

◄ BACK TO NEWS

CARLYLE: AI PRODUCTIVITY GAINS LOOM LARGE

■ MORE FROM THE AI DESK

■ SUBSCRIBE TO THE DAILY BRIEF