youtube
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up report, being released in the coming weeks.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
00:00:00 The Leap To Agents, Staffing Overhaul
00:03:28 From Complement To Substitute
00:06:36 Consumption Gap, Capex Vs. Jobs
00:11:26 One-person Giants, Market Disruption
00:26:35 Taxing AI & Regulatory Risk
00:32:27 2028 Election, Forced Upskilling
To learn more about WOLF:
To learn more about Public:
To learn more about ARK:
For mo
|
