Chinese economist Huang Yiping has written and spoken about about how AI boosts to productivity in China's case could exacerbate "strong supply weak demand" - a problem China's economy is already dealing with - though I imagine he doesn't have the same extreme scenario in mind
New from us: Anthropic just published scenarios for AI’s possible economic impacts, which range from minimal, to explosive GDP growth of 15% by 2030 as knowledge-worker unemployment hits 18%. I sat down with their co-founder Jack Clark to pick his brains on how they’re thinking about all of this.

Sep 11, 2026 · 1:12 AM UTC

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See his comments speaking at a conference in Shanghai this week baijiahao.baidu.com/s?id=187…
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The point in Chinese: 由此,黄益平把AI的生产率问题和中国经济目前讨论较多的“供强需弱”联系到了一起。他提出,如果AI极大提高全要素生产率,使供给能力进一步增强,而收入分配问题又对需求形成一定抑制,那么今天的“供强需弱”会不会被进一步强化?
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