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ABOUT THE EPISODE
Ethan Mollick, Associate Professor of Management and Co-Director of Generative AI Labs at the Wharton School, discusses the future of artificial intelligence—its rapid development, impact on the labor market, and the transformative potential of generative AI. He looks back at trends from 2025 and offers his AI forecast for 2026 as part of our annual Wharton faculty predictions series.

ABOUT THE PODCAST
This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

Subscribe on Apple Podcasts: https://whr.tn/3EdpB5X
Subscribe on Spotify: https://whr.tn/4ihHaiT
Watch/listen on the Knowledge at Wharton website: https://whr.tn/twib

#aipredictions #aitrends #aitrends2025 #aiadoption #aiimplementation
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The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU 6:08

ABOUT THE EPISODE
Ethan Mollick, Associate Professor of Management and Co-Director of Generative AI Labs at the Wharton School, discusses the future of artificial intelligence—its rapid development, impact on the labor market, and the transformative potential of generative AI. His insights offer valuable guidance for business leaders and individuals seeking to utilize AI effectively.

ABOUT THE PODCAST
This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

Subscribe on Apple Podcasts: https://whr.tn/3EdpB5X
Subscribe on Spotify: https://whr.tn/4ihHaiT
Watch/listen on the Knowledge at Wharton website: https://whr.tn/twib

#generativeai #labormarket #technews #ainews
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The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU

YouTube Video UExKd0Rad3VLWXJwR2pkTG1rbmp0S3JnQWVvb2lPYjNaWi41MjE1MkI0OTQ2QzJGNzNG

Ethan Mollick's AI Forecast for 2026: Trends to Watch

December 19, 2025 10:00 am

Latest

Heavy AI spending does not guarantee a return. Companies need to translate investment in computing and infrastructure into higher earnings.

Jessica Wachter, Dr. Bruce I. Jacobs Professor in Quantitative Finance at The Wharton School, explains why a rare productivity boom may be needed for the AI investment surge to pay off.



ABOUT THE PODCAST
Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.

Subscribe on Apple Podcasts: https://whr.tn/3HEgNYs
Subscribe on Spotify: https://whr.tn/475stOb
Watch/listen on the Knowledge at Wharton website: https://whr.tn/rippleeffect

#AIInfrastructure #AICapex #ProductivityGrowth 

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The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU 0:57

Heavy AI spending does not guarantee a return. Companies need to translate investment in computing and infrastructure into higher earnings.

Jessica Wachter, Dr. Bruce I. Jacobs Professor in Quantitative Finance at The Wharton School, explains why a rare productivity boom may be needed for the AI investment surge to pay off.



ABOUT THE PODCAST
Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.

Subscribe on Apple Podcasts: https://whr.tn/3HEgNYs
Subscribe on Spotify: https://whr.tn/475stOb
Watch/listen on the Knowledge at Wharton website: https://whr.tn/rippleeffect

#AIInfrastructure #AICapex #ProductivityGrowth

-----
The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU

YouTube Video VVVJZjZ0M2dwS3JfRDQ2eHVXbGo5VUFRLlpWd3FVQlhGV2Y4

The High-Stakes Earnings Bet Behind AI

12 hours ago

ABOUT THE EPISODE
The AI industry is spending hundreds of billions on data centers and computing power. The question is whether that investment can produce the extraordinary productivity gains investors are expecting.

Jessica Wachter, Dr. Bruce I. Jacobs Professor in Quantitative Finance at The Wharton School, explains why her research points to a rare productivity boom as the threshold for AI investment to pay off. She discusses the potential for $1 trillion in annual AI investment, the risk if companies fall short, and what the boom could mean for workers, wages, and markets.

ABOUT THE PODCAST 
Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.

Subscribe on Apple Podcasts: https://whr.tn/3HEgNYs 
Subscribe on Spotify: https://whr.tn/475stOb 
Watch/listen on the Knowledge at Wharton website: https://whr.tn/rippleeffect 

#AIInfrastructure #DataCenterInvestment #AIEconomy 

-----
The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU 10:10

ABOUT THE EPISODE
The AI industry is spending hundreds of billions on data centers and computing power. The question is whether that investment can produce the extraordinary productivity gains investors are expecting.

Jessica Wachter, Dr. Bruce I. Jacobs Professor in Quantitative Finance at The Wharton School, explains why her research points to a rare productivity boom as the threshold for AI investment to pay off. She discusses the potential for $1 trillion in annual AI investment, the risk if companies fall short, and what the boom could mean for workers, wages, and markets.

ABOUT THE PODCAST
Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.

Subscribe on Apple Podcasts: https://whr.tn/3HEgNYs
Subscribe on Spotify: https://whr.tn/475stOb
Watch/listen on the Knowledge at Wharton website: https://whr.tn/rippleeffect

#AIInfrastructure #DataCenterInvestment #AIEconomy

-----
The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU

YouTube Video VVVJZjZ0M2dwS3JfRDQ2eHVXbGo5VUFRLmp5bURRMkhtYk1n

Can the AI Boom Deliver Enough Productivity?

22 hours ago

Could artificial intelligence reshape the economy on the scale of earlier general-purpose technologies — and what are financial markets telling us about its potential? In this episode, host and Wharton professor Itay Goldstein speaks with Maryam Farboodi and Penn professor Jesús Fernández-Villaverde about the economic implications of AI and how investors are responding to its rise. They explore evidence that financial markets are pricing in the possibility of transformative AI, its potential effects on productivity and inequality, the role of regulation and adoption, and whether soaring investment and valuations could include a bubble component.
 
SERIES OVERVIEW
Hosted by Wharton finance professor Itay Goldstein, this limited series takes a deep dive into the cutting-edge insights and pioneering perspectives of experts in finance, academia, and industry. Discover how artificial intelligence is reshaping financial markets and institutions as we explore its impact on investing, financial stability, the economy, and the future of work in finance.

#futureoffinance #aiinfinance #financialmarkets #aiinvesting #aieconomy

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The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU 31:24

Could artificial intelligence reshape the economy on the scale of earlier general-purpose technologies — and what are financial markets telling us about its potential? In this episode, host and Wharton professor Itay Goldstein speaks with Maryam Farboodi and Penn professor Jesús Fernández-Villaverde about the economic implications of AI and how investors are responding to its rise. They explore evidence that financial markets are pricing in the possibility of transformative AI, its potential effects on productivity and inequality, the role of regulation and adoption, and whether soaring investment and valuations could include a bubble component.

SERIES OVERVIEW
Hosted by Wharton finance professor Itay Goldstein, this limited series takes a deep dive into the cutting-edge insights and pioneering perspectives of experts in finance, academia, and industry. Discover how artificial intelligence is reshaping financial markets and institutions as we explore its impact on investing, financial stability, the economy, and the future of work in finance.

#futureoffinance #aiinfinance #financialmarkets #aiinvesting #aieconomy

----
The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU

YouTube Video VVVJZjZ0M2dwS3JfRDQ2eHVXbGo5VUFRLmhDQXJtc2F3SGNz

AI, Financial Markets, and the Economy – Wharton Future of Finance Series

September 28, 2026 12:25 pm

A deal to reopen the Strait of Hormuz could send oil prices sharply lower and move stocks higher.

Jeremy Siegel, Wharton Emeritus Professor of Finance, explains why an agreement could ease inflation pressure on consumers and potentially trigger a major market rally.

ABOUT THE PODCAST
This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

Subscribe on Apple Podcasts: https://whr.tn/3EdpB5X
Subscribe on Spotify: https://whr.tn/4ihHaiT
Watch/listen on the Knowledge at Wharton website: https://whr.tn/twib

#StraitOfHormuz #OilMarkets #StockMarket #JeremySiegel

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The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU 0:46

A deal to reopen the Strait of Hormuz could send oil prices sharply lower and move stocks higher.

Jeremy Siegel, Wharton Emeritus Professor of Finance, explains why an agreement could ease inflation pressure on consumers and potentially trigger a major market rally.

ABOUT THE PODCAST
This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

Subscribe on Apple Podcasts: https://whr.tn/3EdpB5X
Subscribe on Spotify: https://whr.tn/4ihHaiT
Watch/listen on the Knowledge at Wharton website: https://whr.tn/twib

#StraitOfHormuz #OilMarkets #StockMarket #JeremySiegel

-----
The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends
- Interviews with book authors from Wharton School Press
- In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders
- A searchable database of more than 10,000 articles covering all aspects of business
- A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE
Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU

YouTube Video VVVJZjZ0M2dwS3JfRDQ2eHVXbGo5VUFRLi0yWXZ6SXBLa2FN

How High Could Stocks Go on a Hormuz Deal?

September 25, 2026 12:57 pm

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