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Mike Brulé's avatar

Peter, I was retired until AI pulled me back in, and none of this will touch me directly. I think about it every day anyway because of my 15-year-old grandson, so please bear with a long comment.

In earlier Moonshots episodes you and your mates admitted that job losses are likely. This post and your recent Moonshots episode say the opposite, and I don't think the data supports the flip. Your numbers are real, but they do not show all that you claim. Studies of companies that adopt AI only see the adopters, and adopters grow by taking business from companies that didn't. The WEF report you cite also says 41% of employers plan to cut staff wherever AI can do the work. The New York Fed has recent graduate unemployment at 5.7% as of June against 4.3% for everyone, which almost never happens. PwC, whom you cite, surveyed a thousand financial services executives in May and found nearly eight in ten expect their workforce to shrink by at least 20%. None of this shows up as layoffs. Companies just stop writing the entry-level posting.

The one-person company is the clearest job loss argument in your post. One founder doing the work of ten is nine people never hired. The bigger problem is that every number in your post is a snapshot, and the snapshot is taken at the very start of the curve. Most companies are still experimenting, and agents that actually do the work barely exist in production yet. Saying there is no job loss today is like measuring the tide at the first ripple of what you yourself call "the coming tsunami." The question is what these numbers will look like two years from now, when the tools do most of the job instead of part of it. Your answer is that everyone can become a founder and the skeptics simply cannot picture the new jobs. Fair enough. I just don't think imagination is what holds people back. In all my years of running a company and working inside large ones, I saw that plenty of smart, capable people have no interest in starting a business and no appetite for the risk. They would rather put in a day's work and go to their kid's soccer game, and there is nothing wrong with that.

So the question is psychology, not capability. If you believe AI changes human psychology, say why. My grandson has been a techie tinkerer since the day he was born, so I push him toward AI and buy him the hardware to explore it. Learning the tools is the right advice for him. You and your Moonshots mates have spent a year on the pod describing the new chairs, and I believe they are real. They are built for kids who are fascinated with this stuff. Many kids I see have other things that interest them more, at least for now, and I don't see a chair waiting for them when the old ones are gone.

Heidi's avatar

It's great to be optimistic, but treating AI fluency like a weekend software update glosses over a deep structural problem. Schools spend over a decade drilling people to follow rubrics, wait for instructions, and protect themselves from risk. That is the exact opposite of what it takes to work alongside AI or build a venture.

AI stumbles the second there's no pre-existing script to follow, and since traditional education trains humans to look for a roadmap rather than invent one, expecting a sudden pivot to entrepreneurship ignores the heavy mental hurdle of unlearning a lifetime of compliance. You can't just download agency; the friction of operating without a manual is why most people freeze up. That's why it's crucial that the youth start learning this now.

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