Peter Zeihan

The job shortages in the advanced world, especially in the United States, are all blue-collar.

They're welders.

They're electricians.

They're not coders.

So it's not that this is a negative from my point of view.

It's just it's getting a little overhyped, and most of the people who are doing the writing and the panicking about it are, of course, white-collar workers.

Um, and that colors the discussion.

Uh, it doesn't mean that it will always be like that, but that's where we are now.

And the pace of improvement, while it's very noticeable, I would get, I would not yet call it revolutionary or particularly impressive.

Uh, I mean, I use it, but I'd like to think I'm pretty good at that 20%.

All right.

That's piece one, uh, piece two, the Chinese, um, uh,

The Chinese problem is that they've run out of people under age 50 and it's people under age roughly 45 that do the consuming and have the kits.

And there is no way that AI can help with consumption or child rearing.

So the robotic systems that the Chinese are working on, not that they're not important,

But AI only helps to a degree there.

AI cannot physically move things.

It can learn from systems.

It can design systems even to a degree, again, 80-20.

But it can't actually produce.