Research as a public test

The Imagination Economy is a proposition to investigate—not a conclusion looking for supporting quotes.

Evidence programme • Updated July 2026

Our central hypothesis is structural: when the marginal cost of producing an artefact falls, value relocates toward deciding what should exist, specifying it precisely, comparing genuinely different possibilities, and taking responsibility for the choice. The work here asks whether that claim is measurable, where it fails, and what evidence would change our minds.

1. The Constraint Hypothesis

If execution becomes abundant, does the quality of specification become a limiting factor in the value an organisation can create?
StatusOpen hypothesis

The available evidence is consistent with the claim, but does not yet prove it. Our task is to build a measure capable of being wrong.

01Execution cost falls

Generation becomes faster, cheaper, and more widely available.

02Options multiply

Producing more answers no longer guarantees a better search.

03Specification binds

Framing, divergence, judgment, and responsibility determine the result.

Signals that justify the question

Work46%

of skills in a typical US job posting were classified by Indeed as candidates for “hybrid transformation”: AI performs substantial routine work while people oversee, evaluate, and intervene.

Indeed Hiring Lab, 2025 ↗
Organisations88 / 39

McKinsey found 88% reporting regular AI use in at least one function, while 39% reported enterprise-level EBIT impact. Workflow redesign is a distinguishing practice among high performers.

McKinsey State of AI, 2025 ↗
Learning+185%

year-over-year growth in critical-thinking enrolments among Coursera learners studying generative AI—a behavioural signal that validation is becoming more important alongside generation.

Coursera Job Skills Report, 2026 ↗
Labour demandShift

Research on a global freelancing platform found declining demand in categories exposed to generative AI, establishing substitution pressure without implying that every affected occupation disappears.

HBS AI Institute, 2024 ↗

Proof of concept: the evidence ledger

These figures do not form one causal chain. They are different kinds of evidence—an econometric working paper, model-based exposure estimates, organisational surveys, learning behaviour, and a market forecast. Their value lies in the pattern they make visible when their limits remain attached.

−21%
Observed estimate

Automation-prone writing and coding job posts

Estimated decrease relative to manual-intensive jobs within eight months of ChatGPT’s introduction.

Demirci, Hannane & Zhu ↗
−17%
Observed estimate

Image-creation job posts

Estimated decrease following the introduction of image-generating AI in the same freelance-market study.

Working paper ↗
46%
Model-based exposure

Skills classified as hybrid transformation

AI can perform substantial routine work, while human oversight, judgment, and exception handling remain essential.

Indeed Hiring Lab ↗
88% / 39%
Survey signal

AI use versus enterprise EBIT impact

Regular use in at least one function versus respondents reporting enterprise-level EBIT impact; n=1,993 across 105 nations.

McKinsey ↗
≈6%
Survey segment

AI high performers

Respondents attributing at least 5% EBIT impact to AI and reporting significant value; workflow redesign is more common in this group.

Definition & method ↗
$2.59tn
Forecast / context

Worldwide AI spending in 2026

Gartner’s forecast, up 47% year over year and dominated by infrastructure, vendors, and hyperscalers—not evidence of realised value.

Gartner ↗
+185%
Learning behaviour

Critical-thinking enrolments among GenAI learners

Year-over-year growth on Coursera’s enterprise-learning platform; strong directional evidence, but not a labour-market prevalence estimate.

Coursera ↗

Version-control note: the freelance working paper’s headline estimates changed across revisions. The strategy plate used −30.4% and −18.5%; the latest public abstract reports −21% and −17%. This page uses the current public figures. The reported increase in complexity and pay among surviving jobs remains qualitative here until the exact estimand and table are attached.

Proof 01 / The adoption gapUse is common. Transformation is not.

Use AI in at least one function

88%

Have begun scaling AI

≈33%

Report any enterprise EBIT impact

39%

Meet the “high performer” definition

≈6%

Self-reported organisational survey data. The bars describe different measures and should not be read as a conversion funnel.

Proof 02 / Where transformation effort goesTechnology is necessary. It is not sufficient.
10%algorithms
20%technology & data
70%people & process

BCG’s 10–20–70 rule is a transformation heuristic derived from consulting experience, not an experimentally established constant. It supports testing organisational capability rather than assuming another tool will close the value gap.

BCG methodology ↗

What the instrument must measure

Q

Brief quality

Is the problem framed with context, boundaries, tensions, and a meaningful definition of success?

Option-set diversity

Were genuinely distinct directions explored, or were many cosmetic variations mistaken for choice?

Decision traceability

Can the organisation explain why one direction was selected and what evidence displaced the alternatives?

Outcome relevance

Do stronger scores predict consequences that matter: adoption, differentiation, reduced rework, or decision confidence?

Method before movement

  1. 01
    Write the construct. Define each dimension, its scale, its evidence, and its failure cases before collecting scores.
  2. 02
    Score by hand. Use multiple trained raters on real briefs and option sets; disagreement is diagnostic evidence, not noise to hide.
  3. 03
    Test across contexts. Pilot inside and outside technology, and separate task type, organisation size, and industry effects.
  4. 04
    Validate against outcomes. Establish construct and predictive validity with an independent research partner before making benchmark claims.
  5. 05
    Publish the method. Release the rubric, limitations, and aggregated distributions only when the comparison base is defensible.
What would falsify it?

If specification quality and option-set diversity do not reliably predict outcomes people or organisations care about, the instrument must be revised—or the claim rejected. A benchmark that cannot survive attack is branding, not research.

2. Theoretical Foundations

Fictional Expectations in the Economy

Jens Beckert — Max Planck Institute for the Study of Societies

Beckert developed the foundational theory of “fictional expectations” in economic action. His seminal 2013 paper in Theory and Society argues that economic decision-making under fundamental uncertainty is anchored in fictions—imagined future states and beliefs in causal mechanisms leading to those states.

Key insight: Actors are motivated by imagined futures and organize activities based on mental representations not confined to empirical reality. This makes fictional expectations a source of creativity and dynamism in the economy.

Key Publication: Beckert, J. (2016). Imagined Futures: Fictional Expectations and Capitalist Dynamics. Harvard University Press.

The Romantic Economist

Richard Bronk — Cambridge University Press

Richard Bronk explores why economists need imagination in his work The Romantic Economist: Imagination in Economics. His research examines three key dimensions:

  • Imaginative empathy with human subjects of study
  • Creative formation of new systems of thought and metaphors
  • The imaginative use of different perspectives in economic analysis

Recent collaboration: Beckert, J. & Bronk, R. (2018). Uncertain Futures: Imaginaries, Narratives, and Calculation in the Economy. Oxford University Press.

3. Economic Evolution Framework

From Experience Economy to Transformation Economy

B. Joseph Pine II & James H. Gilmore — Harvard Business Review

Pine and Gilmore mapped the progression of economic value through distinct stages:

CommoditiesGoodsServicesExperiencesTransformations

Their 1998 Harvard Business Review article “Welcome to the Experience Economy” established this framework.

The Transformation Economy represents the next evolutionary step where businesses facilitate personal transformations rather than merely staging memorable experiences. Pine describes the metric shift: experiences are measured by “time well-spent” while transformations are measured by “time well-invested.”

4. The Creative Class & Creative Economy

Richard Florida — Martin Prosperity Institute, University of Toronto

Florida introduced the creative class concept, arguing it is a key driving force for post-industrial economic development. The creative class comprises approximately 40 million U.S. workers (30% of workforce).

The 3Ts of Economic Development

Florida proposes that growth and prosperity in creative capitalism turn on three factors:

  • Talent — Human capital and skilled workers
  • Technology — Innovation and R&D capacity
  • Tolerance — Openness to diversity and new ideas

The Global Creativity Index annually ranks 139 nations on these dimensions.

Key Publications

  • The Rise of the Creative Class (2002)
  • Who's Your City? (2009)
  • The New Urban Crisis (2018)

5. The Imagination Premium Metric

Rita Gunther McGrath (Columbia Business School), Alexander B. van Putten, and Ronald Pierantozzi

Published in Strategy & Leadership (2021), The Imagination Premium (TIP) metric measures the value of a company's equity beyond what can be explained by its ability to generate cash flow—reflecting investor confidence in future growth through innovation and imagination.

Formula

TIP = (Perceived Value of Growth) / (Value of Company Operations)

Case Study Results

AmazonImplied value of growth was nearly 4× its operational valueTIP = 292%
Buffalo Wild WingsStruggling company showing negative imagination premiumTIP = -60%

6. Entrepreneurial Imagination Research

Recent academic work has established entrepreneurial imagination (EI) as foundational to entrepreneurship studies. A 2025 pluralistic scoping review published in the Journal of Business Venturing identified eight distinct theoretical perspectives on entrepreneurial imagination: cognitive, linguistic, moral, aesthetic, and others.

Key Finding: Entrepreneurs are not merely economic actors but storytellers. Narrative plays a crucial role in shaping perceptions, legitimizing ventures, and constructing identities.

Recent Publications

  • Special issue on “Fiction and the Entrepreneurial Imagination” (2025) — 10 published papers
  • “The Imagination Advantage” (Strategy Science, 2024) — on thought experiments and counterfactuals in strategy

7. World Economic Forum: Future of Work

WEF Future of Jobs Report 2025

The WEF identifies imagination-related skills as critical for the 2025-2030 workforce:

#4Creative thinking among core skillsIdentified as core by 57% of surveyed employers
39%Core skills expected to change by 2030
63%Employers citing skill gaps as a key barrier to transformation

Four Futures Framework

The WEF outlines four potential scenarios:

  • Supercharged ProgressAI boosts productivity with quick role transitions
  • Age of DisplacementTech outpaces reskilling capabilities
  • Co-pilot EconomyAI enhances human expertise collaboratively
  • Stalled ProgressLagging workforce readiness limits adoption

8. Creative Economy: Global Statistics

Sources: UNCTAD, Bureau of Economic Analysis, UK DCMS

~3%of global GDPCreative economy contribution worldwide
$1.1T+U.S. economyCreative economy contribution to U.S.
2.6MUK jobsGrowing 3× faster than overall workforce

Generative AI in Creative Industries

2022$1.7B
2032 (projected)$21.6B

29.6% CAGR

9. Key References & Sources

Academic Papers

  • Beckert, J. (2013). Imagined futures: fictional expectations in the economy. Theory and Society, 42, 219-240.
  • Salis, F. & Leng, M. (2023). Inseparable Bedfellows: Imagination and Mathematics in Economic Modeling. Philosophical Studies.
  • McGrath, R.G., van Putten, A.B., & Pierantozzi, R. (2021). The Imagination Premium: an anticipative performance metric. Strategy & Leadership.
  • Florida, R. (2014). The Creative Class and Economic Development. Economic Development Quarterly.

Books

  • Beckert, J. (2016). Imagined Futures: Fictional Expectations and Capitalist Dynamics. Harvard University Press.
  • Bronk, R. (2009). The Romantic Economist: Imagination in Economics. Cambridge University Press.
  • Pine, B.J. & Gilmore, J.H. (2011). The Experience Economy (Updated Edition). Harvard Business Review Press.
  • Florida, R. (2002). The Rise of the Creative Class. Basic Books.

Reports

  • Demirci, Ö., Hannane, J., & Zhu, X. (2024). Who Is AI Replacing? The Impact of Generative AI on Online Freelancing Platforms. CESifo Working Paper 11276.
  • Indeed Hiring Lab (2025). AI at Work Report 2025: How GenAI Is Rewiring the DNA of Jobs.
  • McKinsey & Company (2025). The State of AI: Agents, Innovation, and Transformation. Global survey, n=1,993.
  • Coursera (2026). Job Skills Report 2026.
  • Gartner (2026). Worldwide AI Spending Forecast, May 2026.
  • World Economic Forum (2025). The Future of Jobs Report 2025.
  • UNCTAD. Creative Economy Programme Reports.
  • Martin Prosperity Institute. Global Creativity Index (annual).

Explore Further

This research compilation provides the academic foundation for understanding the Imagination Economy. To explore how these concepts apply in practice, visit our FAQ for practical explanations or read our latest articles on emerging developments.