ai
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Part 2 of 2: The Labor Clock This is Part 2 of a two-part piece on the labor restructuring underway in the AI economy. Part 1 covered the bifurcation already visible in current data and the historical pattern of who captures productivity surpluses. This piece goes underneath that, to a structural problem that moves on…
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If you spend your days analyzing how Agentic AI is poised to upend traditional enterprise software, you get used to a lot of polished, carefully manicured CEO talking points. That’s exactly why Dwarkesh Patel’s recent interview with Nvidia CEO Jensen Huang is required viewing. It is a rare, unvarnished look at the leader of the…
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Part 1 of 2: The Labor Clock This is a two-part piece. The labor restructuring is the most layered of the four clocks in the AI economic reconfiguration, so I’m breaking this up into two parts. Part 1 covers what the data already shows: who is capturing the productivity surplus, and why the bifurcation happening…
nitin badjatia 