Citadel Securities views AI as a positive supply shock, which means it lowers production costs, reduces product prices, increases consumer spending power, and boosts long-term economic potential.

Citadel Securities argues that technology adoption follows an S-curve, meaning initial slow adoption, then rapid growth, and finally a slowdown as saturation is reached.

Kevin Warsh argues that artificial intelligence will drive a productivity boom large enough to absorb inflationary pressure from other economic moves.