Causal Inference and Decompositions using AI Models: Statistical Theory and Applications to Worker Transitions
Susan Athey gives her talk, “Causal Inference and Decompositions using AI Models: Statistical Theory and Applications to Worker Transitions,” on April 1, 2026.
EECS Colloquium
Wednesday, April 1, 2026
HP Auditorium – 306 Soda Hall
4:00 – 5:00 pm
Susan Athey
Economics of Technology Professor at Stanford Graduate School of Business
Bio
Professor Susan Athey is The Economics of Technology Professor at Stanford Graduate School of Business. She received her bachelor’s degree from Duke University and her PhD from Stanford, and she holds an honorary doctorate from Duke University. Her current research focuses on the economics of digitization and the intersection of causal inference and artificial intelligence. She has worked on several application areas, including timber auctions, internet search, online advertising, the news media, labor market transitions, health, and digital technology for social impact. As one of the first “tech economists,” she served as consulting chief economist for Microsoft Corporation for six years, and has served on the boards of multiple private and public technology firms. She also served as a long-term advisor to the British Columbia Ministry of Forests, helping architect and implement their auction-based pricing system. She was a founding associate director of the Stanford Institute for Human-Centered Artificial Intelligence, where she currently serves as senior fellow, and she is the founding director of the Golub Capital Social Impact Lab at Stanford GSB. From 2022 to 2024, she took leave from Stanford to serve as Chief Economist at the U.S. Department of Justice Antitrust Division. Professor Athey was the 2023 President of the American Economics Association, where she previously served as vice president and elected member of the Executive Committee.
Abstract
This talk will review recent work adapting tools from causal inference, including tools for estimating decompositions, average treatment effects, and heterogeneous treatment effects, to problems involving sequence data, such as sequences of words in text, sequences of jobs in worker careers, and sequences of measured behaviors and actions in customer journeys. We provide new theory tailored to these problems and apply the methods to the problem of estimating the gender wage gap in worker careers as well as decomposing the sources of changes in gender wage gaps over time. We illustrate approaches to derive insight about causal effects, including approaches to answer causal questions about how individual trajectories evolve over time.