AI and Software
AI and jobs
AI's effect on employment and white-collar work
- Episodes
- 139
- Share
- 13%
- Shows
- 124
- Net sentiment
- +0.01
Down from 15% of episodes in the weeks before; net sentiment was +0.01.
Bullish 23Mixed 36Neutral 58Bearish 22
2 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 23
- Speakers argue AI will spur an entrepreneurial explosion and offset weak entry-level hiring.We Gave Away $2,000,000 To 5 AI Builders | MOONSHOTS Live · Moonshots with Peter Diamandis · Sep 28
- Taubman argues AI raises productivity and employee value, leading to more hiring rather than cuts.Bringing AI to the Real Economy | Alexander Taubman · David Senra · Sep 30
- Carlson argues automation-driven layoffs are positive-sum, freeing resources that create new companies and jobs.How I’m Investing With $1.5 Million Stock Portfolio · The Joseph Carlson Show · Sep 28
- He argues AI will change all jobs rather than eliminate half, with more problems and productivity ahead.Jensen Huang: Founder and CEO of NVIDIA · A Bit Personal with Jodi Shelton · Oct 4
- Altman argues latent demand and human-centered work will expand despite automation.How Sam Altman Uses Dots to Take Back His Time · AI & I · Sep 30
- AI is boosting factory productivity and reindustrialization, creating American jobs in manufacturing.Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World" · Joe Lonsdale: American Optimist · Sep 29
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- Agents raise the value of human data engineers rather than replacing them, per the guest.1032: Garbage In, Gospel Out: Agents Are Your New Customers, with Salesforce’s CDO Michael Andrew · Super Data Science: ML & AI Podcast with Jon Krohn · Oct 2
- Agentic AI now answers all store calls, cutting front-line staff and protecting cash flow margins.CarMax (KMX): Routing 100% of customer calls to AI [Q2 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Argues value accrues to the application layer and real-world operations, so human lives improve rather than being displaced.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Adopters show stronger margins and earnings, and consensus underestimates how long productivity gains persist.The Stock Market’s Bad Breadth · Thoughts on the Market · Sep 28
- Speakers envision an abundance future with universal high income funded by collectively owned AI assets.We're in the AI Slavery Era | Alex Wissner-Gross x Emad Mostaque | ASI Pill EP297 · ASI pill · Oct 3
- He argues data centers create skilled trade jobs and that public fears about AI job loss are overstated.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 3
- Data center construction creates many skilled trade jobs and local economic benefit.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · 20VC · Oct 3
- Productivity gains from AI are presented as needed to offset declining labor supply in aging economies.Even a 0.1% AI Risk Matters: Google’s James Manyika · The Mishal Husain Show · Oct 2
- He frames AI as empowering individuals and small businesses to do work that previously needed hired specialists.OpenAI Co-Founder: Start Building With AI Before You Feel Ready | Greg Brockman · Silicon Valley Girl: AI, Tech and Career Growth · Oct 2
- Solo founder business creation is surging and employment has held up, suggesting AI is net positive for jobs.The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype? · The Bridge by iCapital · Sep 30
- Elon's universal high income vision suggests abundance, with broad equity ownership as a path to gains.Can We Still Build AI Safely? The White House Thinks So | MOONSHOTS #298 · Moonshots with Peter Diamandis · Oct 2
- Ives argues AI will create more jobs than it removes over the next decade.The AI Boom Is Bigger Than Anyone Thinks | Dan Ives · The Pomp Podcast · Oct 1
- Speaker expects AI to deliver most future economic benefit, replacing income tax as the productive base.Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries · Relentless · Sep 30
- Argued demand for software engineers is rising even as tools evolve.Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags · The Information's TITV · Sep 28
- Speaker argues AI mainly raises the scope of problems humans can solve rather than simply replacing jobs.Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO · Sourcery · Oct 2
- Global hiring and payroll platform positions Deel to benefit from remote talent demand.How Deel Scaled From $100M to $1B+ ARR in 3 Years · Sourcery · Sep 29
- Hosts praise White House AI and tech initiatives as benefits for everyday Americans.Sabotage: Schumer blocks popular AI bill, looking to boost Democrats’ midterm prospects · Ruthless Podcast · Sep 29
Bearish 22
- Speaker argues AI eliminates simple freelance work and forces professionals to adapt or lose jobs.Fiverr · BIG IDEAS BY NEW ECONOMIES · Oct 1
- Entry-level white-collar roles are being squeezed, and hosts see AI as hitting the bottom rung first.The Week in Jobs: Elon Musk Says Robots Will Make Us All Rich & the Jobs Report Was Brutal · Cornering The Job Market · Oct 2
- Guest argues automating cognitive labor risks mass unemployment and concentrated returns to capital.Obsolete or Irreplaceable? Garrison Lovely on Stopping the Race to Replace Human Labor · The Cognitive Revolution · Sep 29
- AI is expected to remove management layers, reducing middle-management roles over time.HP President on Replacing Middle Management and Cutting Tickets 40% with AI Agents | Faisal Masud | E314 · The Product Podcast · Sep 30
- Host doubts Huang's view that jobs will be preserved and expects AI to displace many white-collar roles.332 | Bill Gates: “Letting AI Companies Self-Regulate Is Insane", the White House does it Anyway. 20 Announcements on OpenAI Dev Day + Gemini 4, Sonnet 5.5 and Muse for business Launches and More Important AI News for the Week Ending October 2, 2026 · Leveraging AI · Oct 3
- Hosts argue AI flattens creative advantage and erodes skills, reducing the value of distinctive human work.AI Fake News · Money Tree Investing · Sep 30
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- Public fear of AI displacing white-collar and entry-level work is growing.Readback: I stumbled into a surprise Trump news conference · The Daily Punch · Oct 3
- Hosts argue AI displacement of junior white-collar work is starting, though aggregate data does not yet show it.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
- Host warns that growing dependence on machines could erode human control and freedom.The Daily Herold: 10/1/26 - Project Meridian, Auto WarCom, and a Ted Kaczynski Deep Dive · Badlands Media · Oct 2
- Predicted white-collar job losses have not materialized, and businesses are slow to adopt AI.Why is Anthropic asking people to fund AI doom? · Times Tech · Oct 1
- Motion designers and marketing video creators face commoditization as AI reproduces their work cheaply.Which AI Agent Do You Trust? OpenAI Dots, Grokbot, Instinct | Claude Code vs Codex | EP33 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 4
- Long-term unemployment is rising and AI is eliminating entry-level roles.$2 Trillion AI IPO Mania, Death Penalty Debates, and America.gov’s Bold Play | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Sep 30
- Worries AI will reduce hiring and cause retraining pain even if mass layoffs do not occur.He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook · The Pomp Podcast · Sep 28
- Weinstein argues AI and humanoid robots will make human labor unnecessary, threatening employment and social stability.The Children of Western Decline w/ Dr. Bret Weinstein: Ep. 560 · The J. Burden Show · Sep 28
- Heitzmann dismisses fears of AI taking jobs and calls AI doom talk overblown.Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2 · RiskReversal Pod · Sep 28
- Hosts dispute doomsday job-loss claims, arguing technology has historically created more jobs than it destroyed.09-28-26 Part One - Walmart Won't Take It Personal · Red Eye Radio · Sep 28
- Panelists expect AI to destroy some jobs, though slower than many fear.Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild · RiskReversal Pod · Oct 2
- A co-host worries AI's payoff requires displacing humans, pressuring valuations.A White House Accord with AI’s Leaders 9/30/26 · Squawk Pod · Sep 30
- Hosts argue many workers resist AI and will struggle, contrary to Huang's optimism about new jobs.#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score · The Artificial Intelligence Show · Sep 29
- Public expects AI to take jobs, and a book on AI job impacts is discussed as a sign of destabilization.Trump and the AI Safety Vibe Shift, With Robert Wright | Nonzero × Doom Debates · Doom Debates! · Oct 2
- Glover argues AI-driven automation makes people complacent and dependent, weakening them.Former Green Beret on Doomsday Prepping, Potential Revolution, and What to Do When Chaos Erupts · The Tucker Carlson Show · Sep 28
- Describes public backlash against AI-driven job cuts and the damage to AI leaders' image.How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands · Sourcery · Sep 28
Mixed 36
- Hosts say headcount is being redesigned rather than cut, though some reduction pressure exists.HubSpot Execs: What Marketing Teams Look Like in 2027 · Marketing Against The Grain · Oct 1
- Ramp research finds intense AI adopters grew headcount, but causality and the labor-impact picture remain unclear.Why Big Tech wants more economists · The Economics Show · Oct 2
- Ferrari sees AI cutting headcount but argues comparative advantage keeps human work, while fearing wider societal disruption.This EU Firm Made Billions Buying Up Forgotten Tech · Prof G Markets · Oct 4
- Huang argues AI changes jobs without net loss, while the host doubts that and sees AI favoring high-IQ workers.Jensen Huang Takes the Stand · Destiny · Oct 3
- Accenture is shifting from entry-level analysts to forward-deployed engineers, a reshaping rather than clear gain or loss.Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1 · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Speaker sees role shifts and some job losses but argues AI skills will protect and create work.Mark Prices - AI Is a Change Management Project, Not a Technology Project · Conversations on Applied AI · Sep 29
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- Speakers expect AI to displace many workers and shift relative wages, though long-run outcomes are debated.AI, Financial Markets, and the Economy · Knowledge at Wharton · Sep 28
- Jobs will be reconfigured and some lost, but human judgment roles are expected to grow.How AI Is Changing Innovation: Why Speed Alone Isn’t a Strategy · HBR IdeaCast · Oct 1
- Speakers argue engineers remain needed despite forecasts of AI replacing developers, with expertise still valuable.Lead with empathy and listen without defense - product sense with Mark Techson · Become an Epic Product Engineer · Sep 30
- Thiel expects productivity gains but acknowledges volatility and disruption for workers.EXCLUSIVE: Peter Thiel on Why AI Can’t Afford to Hit the Pause Button · TechStuff · Sep 30
- AI removes admin work for technicians while humans remain essential for judgment, repairs and customer relationships.Salesforce's Taksina Eammano on what happens when AI ambition outpaces frontline readiness · The Agile Brand with Greg Kihlström® | What CMOs Need to Know About Marketing Technology, AI & CX · Sep 28
- Guest expects AI to change the type of engineering work rather than eliminate it, while questioning entry-level learning.AI Turning Product Managers Into Bottlenecks for PMs to Adapt and Scale Faster with Chris Geoghegan · The Dark Arts of Software Engineering Team Optimization · Oct 2
- White-collar job losses and unequal gains from AI are debated, with unclear distribution outcomes.Modern AI Merlins · Benny & The Squirrel · Oct 1
- Hosts agree AI raises productivity and workload while job displacement is slower and uneven than feared.Justin Kan & Brian Chesky: The Rejections That Built Twitch and Airbnb | E2344 · This Week in Startups · Sep 30
- Hosts say AI cuts some roles but holding-company headcount growth tied to winning new business persists.AI, Ad Spend & the Amazon–OpenAI Deal: What Advertisers Should Watch| E42 · Media Monitor · Sep 30
- Roles blend and skill mixes shift, but guest expects knowledge-worker headcount to hold or grow over time.The SaaSpocalypse that wasn't, with Atlassian's CEO · Decoder with Nilay Patel · Sep 28
- Skills like typing speed are declining while taste and founder mindset grow; young workers may gain advantage.OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux · Lenny's Podcast: Product | Career | Growth · Oct 4
- Discussion of whether AI will eliminate the billable hour and change professional services pricing.Inside The Startup Building Uncensored AI (Abliteration AI) | EP 2345 · This Week in Startups · Oct 3
- Near-term productivity gains and hiring growth coexist with concern about future unemployment.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- Says AI levels the playing field and requires business leaders and technologists to build new skills.How SharkNinja Is Transforming Customer Experience With AI, Salesforce and Agentforce · The Ravit Show · Oct 2
- Debate over whether AI tools help or harm young people's learning and skills, with no clear consensus.Is Gen Z Completely Cooked? With Ed Elson · The Compound and Friends · Oct 2
- AI coworkers may reduce human error-catching and be forced on employees, raising workplace concerns.Trump’s Pinky Swear AI Safety ‘Accord;’ An AI Agents Worth the Risk · Uncanny Valley | WIRED · Oct 1
- Chesky expects long-run job gains but warns of a painful transition with insufficient retraining.AI Agents with Airbnb CEO Brian Chesky & Walter Isaacson 10/1/26 · Squawk Pod · Oct 1
- Guest sees AI giving sellers time back, but worries whether society can adapt to the speed of change.Beyond Administrative Automation - Puru Amradkar - Innovative Revenue Leader - Episode #53 · The Innovative Revenue Leader · Sep 30
- Engineering roles are shifting toward high-agency generalists, with more people doing engineering-like work.Factory CEO on why AGI is already here · Sources with Alex Heath · Sep 29
- Discussion of balance and burnout versus the AI-driven push to work nonstop.How to Use AI to Survive (and Even Enjoy) Meetings | Sam Stephenson · Behind the Craft · Oct 4
- AI could cut costs for big firms but may not let them keep the profit, with pricing power uncertain.Bill Ackman: The Biggest Fight of His Life · Podcast Notes Playlist: Startup · Oct 3
- Augmenting workers gains productivity, but reaching big returns may require large-scale labor replacement.Alphabet's Chairman: LLM’s Aren't the Endgame · Agents Of Tech · Oct 2
- Robots could expose many tasks but remain costly, so near-term labor effects are debated.AI #188: Gemini Dot Argon · Don't Worry About the Vase Podcast · Oct 1
- Peter suggests AI amplifies experts and empowers non-engineers, while noting some bespoke human coding may diminish.Distributed databases with Peter Mattis · The Pragmatic Engineer · Sep 30
- Acknowledges job displacement from automation as a real issue while suggesting people adapt.Reporter Humiliated as Trap for Elon Musk Blows Up in Her Face · The Rubin Report · Sep 30
- AI may take some jobs but create others; unemployment is hurting college graduates.Is AI an opportunity or a threat? · MoneyWeek Talks · Sep 30
- AI may let firms reduce junior hiring, but it also raises the value of creative, well-rounded thinkers.Itamar Har-Even Turned A Late Start Into A Remarkable Run · After Amherst · Sep 29
- Sam describes shifting from doom about AI displacing work to feeling more empowered.How a Non-Developer Builds and Ships Laravel Apps with AI Agents · The Laravel Podcast · Sep 29
- Speakers debate where value and jobs go as AI raises productivity and demand changes.Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 · Moonshots with Peter Diamandis · Oct 3
- Banks are hiring for AI agent orchestration, which may boost headcount in some roles while automating repetitive knowledge work.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
Neutral 58
- Discussed factually as skills and roles change rapidly with AI, with no investing angle.ServiceNow's Approach to Skills and Workforce Readiness: Jayney Howson · Workplace Stories by RedThread Research · Sep 30
- Discussed factually as hiring trends for product leaders rather than an investing angle.Three Top Executive Recruiters on Where Product Management Is Going · The Skip Podcast · Oct 1
- Argues AI augments advisors and frees time rather than replacing them, emphasizing human judgment and connection.125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series · The Influential Advisor Podcast · Sep 30
- Garicano argues AI will make jobs messier and relational rather than causing mass unemployment, with retraining hard.Luis Garicano on Spain, Europe, and the Future of Work · Conversations with Tyler · Sep 30
- Discussed mainly as organizational change and workforce adoption, not employment outcomes.AI Everywhere, Strategy Nowhere (with Former Accenture Leader John Rudd) · The Strategy and Leadership Podcast with Anthony C. Taylor · Oct 1
- OpenAI's always-on agents are discussed mainly as a workplace and labor concern rather than an investment call.Dots Not Bots | Bitcoin News · Bitcoin And | Bitcoin & Economic News · Sep 30
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- Robot exposure studies overstate job risk because jobs are more than task lists and timing predictions have failed.AI Agent Saved Me $100/Month, Anthropic's $2T Gamble & Why 74% of Jobs Aren't Actually at Risk · Future Ready Leadership With Jacob Morgan · Sep 30
- Discussed as a question of whether AI can replace human judgment and added value.How to Lead in a Fast Changing World | Cathie Wood's Advice in 17 Minutes · Evan Carmichael - Believe: Unlocking Your True Potential · Oct 4
- Speakers argue advisors' roles are secure because clients want human advice, with AI as a support tool.The Modern Family Office: Cresset’s CEO & Head of AI on Building for the Future · The Diamond Podcast for Financial Advisors · Oct 1
- Discussed mainly in terms of how AI changes career defensibility and skill sets, without a clear market lean.Ex-Lehman Trader: AI Won't Give You Edge · Odds on Open · Oct 1
- Klein expects workforce transformation and reskilling rather than mass job loss.SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein · Big Technology Podcast · Sep 30
- Speaker notes AI will automate many HR and staffing tasks, framing it as a shift rather than a market call.Speaking CFO: Winning the Budget Conversation with Finance · HR Mixtape · Sep 29
- Discussed as a worry for employees, but the guest says AI is enabling doing more with less, not replacing people.The Priorities for Banking as We Plan for 2027 · Banking Transformed with Jim Marous · Sep 29
- Discussed as workforce training and AI-native skills, with no direct investing angle.Tech Titans: How Can a Chatbot Steal a Model's Secrets? with Steve Orrin, Federal CTO at Intel · Modern CTO · Sep 28
- Discussed mainly as enterprise productivity and AI adoption rather than job losses.How Stripe's Tempo is Rebuilding On-Chain Cash Settlement, with Head of Market Development Simon Taylor · The Fintech Blueprint · Sep 28
- Brief discussion of AI as a cultural force and founders' ambitions, without a clear investing angle.How Mark Zuckerberg, Palmer Luckey, Josh Kushner & Scott Wu Think | Jeremy Stern · David Senra · Oct 4
- The conversation addresses the aging skilled workforce and how new tools may change mechanic roles, without an investing angle.E62 – Rethinking Aircraft Maintenance with Perfect Point EDM · The Merge · Oct 4
- Discussed as changing how designers work and what young designers need to learn.#75 Ross Lovegrove: AI Is About to Change Design Forever | Designing Forward · Designing Forward ↗️ · Oct 3
- AI used mainly as a personal research and productivity tool, with factual discussion of its capabilities.Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 3
- Discussed mainly as adoption and productivity for advisory firms, not labor displacement.AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group · Modern Financial Advisor · Oct 1
- Discussed as AI freeing marketers from repetitive work so they can focus on creative tasks.Braze at Forge 2026: Where Should Human Judgment End and AI Decisioning Begin? · Tech Talks Daily · Sep 30
- Discussed only as localization teams shifting from firefighting to strategic work.Speed, Cost, Quality: Pick All Three — Inside ServiceNow's Globalization Agent · ServiceNow Podcasts · Sep 30
- Discussion centers on how staff adapt to AI tools and change management, without a clear investing angle.AI foundations that actually work: Lessons from Southern Company · Energy Transition Talks · Sep 28
- Discussed as changing which skills are rewarded and making some decisions less complex.Xavier Gabaix on The Shape of Big Things · Scaling Theory · Sep 28
- Discussion of AI-driven L1 triage and shifting analysts toward threat hunting and building agents.How Visa Secures Trillions Using AI Agents & Open-Source Harnesses · AI Security Podcast · Oct 2
- Argues uncrewed fighters will amplify pilots rather than eliminate their jobs.US Air Force Just Named Its First Two Robot Fighters · The Afterburn Podcast · Oct 2
- Discussed as shifting work toward judgment and editing skills, with AI offloading toil rather than replacing people.Would You Let AI Buy Your Flights? Mastercard’s Bet on Agentic Commerce | Next to Lead · Next to Lead · Sep 30
- Weir expects AI to write better stories eventually but sees humans shifting to guiding machines.Andy Weir: Project Hail Mary Author Teaches Writing | How I Write · How I Write · Sep 30
- Discussion of how AI tools are reshaping learning and skills, without a clear investing angle.AI Is Running Out of Human Data. Here’s the Trade. · Dumb Money Live · Sep 29
- Discussed as changing how marketing teams allocate human effort toward customer understanding rather than tooling.Amazon Web Services CMO Julia White, on Why Earnings Calls Are Stories About Demand · Create or Destroy: Reimagining Marketing with Seth Matlins · Sep 29
- Discussion of how people adapt and build AI skills to change how work is done.Chandra Chivukula, VP Engineering, Microsoft, On Microsoft Teams as an Agentic Platform · Microsoft Teams Insider · Sep 29
- Brief point that AI cannot replicate instinct-driven innovation, with no investing angle.What Retail Legend Ron Johnson Learned from Apple’s Success and JCPenney’s Failure · HBR IdeaCast · Sep 29
- Discussed as a question of workforce change rather than market impact.Episode 116: Why Quality Maintenance Protects Aircraft Value | Joe LaRue · The Vertical MRO Podcast · Sep 28
- Discussed as context for why soft skills and politics may matter more if tech roles shrink.Amazon VP: Questions On Corporate Politics But They Get Increasingly Darker | Ethan Evans · The Peterman Pod · Sep 28
- Discussion of future personal AI agents is speculative and factual rather than an investing call.Bill Gates vs. Zuckerberg on AI, Madonna at the VMAs & Blue Jays Goodbyes · Scott Fox After 9 · Sep 28
- Host predicts AI will create different jobs rather than eliminate work overall, citing Jevons paradox.OpenAI is Wreaking Havoc on the World and Telling Us About It Later · Artificial Insanity · Sep 28
- Founder work stays on the hook for judgment and people even as AI speeds up other tasks.Palmer Luckey: Autonomous Weapons Are Ancient and Why Anduril Won't Build Humanoids | Moonshots Live | EP #295 · Moonshots with Peter Diamandis · Sep 28
- Discussed as a debated question, with product leaders balancing token spend against human capital.E435: Why Most Companies Aren’t Ready for AI · How I Invest with David Weisburd · Sep 28
- Anthropic's $100 million program trains enterprise engineers to its own deployment standard, defining qualification.62% or 33%? Hugging Face Breaks the AI Scoreboard · The Context Report: Today in AI · Oct 4
- Discussion of China AI talent retention and exit bans, relevant to AI competition between the two countries.The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns · Sharp China with Bill Bishop · Oct 1
- Touches on creators and economic means to create, without a clear market lean.OpenAI’s Ann O’Leary on AI guardrails, geopolitics and global governance · Stop the World · Oct 2
- Brief discussion of AI as a tool for everyday tasks and government forms, not a clear investing angle.TJP_FULL_Episode_1727_Thursday_100126_Technology_Thursday_with_the_Fearsome_Five.mp3 · The James Perspective · Oct 1
- Discussed mainly as humans staying in the loop and interacting with customers rather than being replaced.CloudBees just committed to an AI-first pivot. Here's why it matters for enterprise DevOps teams · The New Stack Podcast · Sep 30
- Brief talk of AI changing work and the Katzenberg AI pitch to studios.The Ari Emanuel Experience · The Town with Matthew Belloni · Sep 30
- Touches on whether the early-career job market was wasted during the pandemic, with no clear AI angle.The Intentional Investor #62: Jack Raines · Epsilon Theory Podcast · Sep 30
- Generative AI could replace white-collar work, mentioned only briefly.When Does “Too Early” Become “Right Now”? | Zachary Bogue, DCVC · Ex Machina Podcast · Sep 30
- Trump-linked AI accord is discussed mainly as a political and safety matter, with limited investing angle.AI bosses sign self-regulation accord · Global News Podcast · Sep 30
- Discussion of AI agents disrupting banking and consumer finance friction without a clear investing lean.Cambridge’s AI Safety Proposal, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Brief discussion of AI-driven economic dislocation and how human laws lag behind agent activity.Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Discussed only in terms of advisor productivity and time savings rather than job losses.Can AI Solve Wealth Management’s Technology and Succession Challenges? Ft. Ferian Nickelson (Ep. 23) · Beacon 1% Better Everyday · Sep 29
- Discussion of AI in judiciary and naming of superintelligence touched on AI's role in public services.Satoshi (AI) + Blockchain DXB 🔴 29th Sep 🔴 🔴 SEC updates guidance 🟣 Chainlink Introduces CCIP 2.0 🏦 Goldman Brings $100B Crypto-Side 🏦 Citi Partners With Coinbase · Blockchain DXB · Sep 29
- Whether AI boosts productivity or cuts jobs remains unresolved and unevidenced so far.#142 - Todd Ahlsten: AI, Moats, and Quality · Insightful Investor · Sep 29
- Brief discussion of AI's broad positive applications rather than employment effects.Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential · All-In Podcast · Sep 28
- Brief discussion of AI in literacy education and the need for literacy skills.The Perilous Fight: Colin Kaepernick On The True Costs Of Conviction · The Rich Roll Podcast · Sep 28
- Brief mention of AI reshaping the channel and CTO expectations, without a clear investing angle.314 – The Brutal Truth: Why Most MSPs Leave Microsoft Money on the Table · Ultimate Partner® · Sep 28
- Brief discussion of AI replacing creative work such as photography and art, without a market view.Sydney Sweeney’s Playbook, Are We Building Brands for Robots?, and How Nobody Reads the Article · Branded Assets with Kate Bouchard · Sep 28
- Discussion of North Korean operatives posing as remote workers and career dynamics for engineers.Is Polymarket A Money Laundering Machine? | LWIT · Beyond The Build · Sep 28
- Uber's 3,300 corporate job cuts were discussed, but without a clear investing angle.Take Pictures Of Your Cat For Uber Money and Uber Updates And Hard Truths · The GIG Economy Podcast · Sep 28
Around it
Companies named
- Anthropic 4
- OpenAI 4
- Nvidia 3
- Ramp2
- Accenture 2
- Vogue1
Shows that covered it most
- Moonshots with Peter Diamandis4
- Sourcery4
- RiskReversal Pod2
- The Pomp Podcast2
- HBR IdeaCast2
- Joe Lonsdale: American Optimist2
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