Azeem Azhar

So, you know, what they're saying is that you can see in the productivity numbers economy-wide, that thing that I said at the beginning of my discussion, we're not seeing, you can see some measure of labor productivity going up and it's consistent with the survey results they're getting through their tracker survey.

They also looked at industry level adoption and there is a weak positive correlation.

So it's a correlation of 0.32.

So that's not up in the 0.8, 0.9, but it's definitely negative and it's beyond being completely random.

Now we should be skeptical.

Self-reported survey, so many confounding factors, but it is at least plausible.

So when we conclude, when I think about this, it is a complicated picture, but the evidence illuminating that picture is growing.

It's not enough to satisfy anyone, I expect.

For those of you who believe that this AI boom is one gigantic hallucination and a titanic waste of time and will end indeed the way the Titanic did with a calamity,

You're going to demand impeccably robust evidence, understandably evidence that probably won't emerge before 2027 or 2028.

And for those of you who think we're on the verge of summoning the machine god that will take us to transcendence, we'll really want to hit the accelerator pedal even further.

54% adoption won't be good enough.

The way I look at this is that we're seeing growing momentum with more and more positive results emerging, even if it remains early days.

That we are seeing stories of companies succeeding in applications and workflows that they couldn't have just a year ago or six months ago.

And of course, once those success stories emerge, that knowledge will spread as it always has.

So not ever, just not yet.

today I want to talk about jobs.

There are lots of worrying headlines about the job markets.

We've heard about big layoffs at firms like Amazon and other companies going into hiring freezes like Walmart.

We've heard that entry-level jobs are