As artificial intelligence (AI) moves from novelty to necessity, investors are increasingly asking whether the US economy can fly through the transition to an AI-enabled workforce or whether widespread job losses will create turbulence. The central question is whether AI will destroy jobs faster than it creates them.

Most investment decisions can be explained. Far fewer can be evidenced. The difference matters.

A return number looks precise. Without context, it isn’t.

Reporting can explain a decision. Governance should be able to evidence it.