In this episode, Koby Ofek discusses the shifting dynamics of corporate balance sheets in the age of AI, focusing on Intel's drastic workforce reduction and the implications for the tech industry. He explores the concept of 'the great reallocation' where human capital is sacrificed for digital capital, and highlights the quieter crisis of job displacement seen in companies like ServiceNow. The episode concludes with a call to action for individuals to assert their value in an economy increasingly driven by automation.

Chapters

00:00 The Corporate Balance Sheet: A Historical Perspective

07:09 Intel's Brutal Downsizing: The Great Reallocation

13:57 ServiceNow and the Quiet Crisis of Job Displacement

20:06 The Human Response: Asserting Value in an AI Economy