We explore the historic parallels between AI and past pivotal moments in history, the risk of a bubble bursting in this economy and what it means for the future of work.

We dive into how generative AI is already reshaping the labor market and how we can expect our jobs to evolve. We explore the impact of AI on new college graduates and how education institutions must adapt to prepare people for jobs that don’t look anything like the ones we know today. And Ajay shares the single most important skill to thrive in the future of work.

0:00 – Introduction

2:04 – Is AI Overhyped or Misunderstood?

3:39 – What Electricity Can Teach Us About AI’s Slow Start

6:22 – How Small Tweaks Triggered 500% Productivity Gains

10:25 – The Next “Amazons” Will Be AI-First Companies—But Who Wins?

13:24 – Are We Building a Data Center Bubble?

16:06 – What Happens If the “Magnificent Seven” Crash?

18:00 – Why Today’s AI Could Already Reshape Every Industry

20:12 – The Truth About Artificial General Intelligence (AGI)

23:00 – Why Entry-Level Jobs Are Disappearing First

27:05 – The #1 Skill Machines Can’t Replace

34:00 – Education’s Shift from Reading to Doing

39:01 – Rethinking the Knowledge Economy in the AI Age

43:00 – The Real Division of Labor Breakdown

47:05 – How AI Will Collapse Workflows and Redesign Industries

50:15 – What Happens To Professions on the Brink of Reinvention

52:30 – Will AI Create a Fairer Job Market or Widen the Gap?

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