Articles — 21 July 2026 SUBSCRIBERS ONLY

The AI tax windfall Washington shouldn't bank on: What Yale's AI tax model leaves out

Yale’s Budget Lab has put a number on America’s AI tax windfall: up to $216bn by 2030. It is careful, transparent work. But the model was built to answer one question (how much tax does AI growth bring in?) and never asks the one investors need answered: what happens if that growth cannot sustain itself?

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