These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.
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The opportunity is enormous right now precisely because it's so new. Early adopters are claiming top positions in AI responses while their competitors remain oblivious to this emerging channel. But this window won't stay open forever. As more people recognize the value of appearing in AI results, competition will increase and optimization will become more sophisticated. The time to understand and implement AIO strategies is now, while the landscape is still relatively uncrowded.
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