Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.

Timestamps: 

(00:00) Episode trailer 

(01:47)  The problem with Silicon Valley's AI-driven growth projections 

(06:02) The institutional bottleneck to AI progress 

(10:49) Markets aren’t pricing in a radical AI future 

(12:53) Are we heading for a great job displacement? 

(17:02) Is GDP still worth talking about? 

(19:11) Who does AI benefit most? 

(21:11) Will AI cause a human identity crisis? 

(27:11) The education system’s failure to adapt 

(35:34) How the Gulf could become a geopolitical powerhouse 

(39:10)  Could AI change religion? 

(46:46)  Closing thoughts 

Tyler's links: 

Marginal Revolution Blog: https://marginalrevolution.com/ 

Twitter/X: https://x.com/tylercowen 

Azeem's links: 

Substack: https://www.exponentialview.co/ 

Website: https://www.azeemazhar.com/ 

LinkedIn: https://www.linkedin.com/in/azhar 

Twitter/X: https://x.com/azeem

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This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.

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