Citrini Research flags AI ‘ghost GDP’ risk, calls for taxing windfall gains amid job disruption

Artificial intelligence could inflate headline economic growth while masking deep labour disruption, according to a new report by Citrini Research.

Speaking to Bloomberg, co-author Alap Shah, chief investment officer at Lotus Technology Management, said governments should consider taxing incremental or windfall gains from AI to offset job losses triggered by automation.

The core warning from the research firm is a potential “ghost GDP” scenario where AI boosts productivity and corporate profits, lifting output on paper, even as wage growth and employment weaken beneath the surface.