Rob Kaplan

Corporate margins could be better.

That's on the one hand.

On the other hand, businesses are more likely to get disrupted.

They've got to spend on AI in the short run.

That may come out of margin.

Over the long run, I think businesses who do it well are going to be more productive.

So I think we're going to see the benefits.

The surprise is going to be which use cases work and which use cases we thought would work but don't.

And how does it affect industry and how does it affect labor?

Yes.

And so we're early in that workers are going to get disrupted out of functions, out of companies.

They're going to have to move to other functions and companies.

This is where early childhood literacy, secondary education, skills training, and adaptability of the labor force is going to get more important.

And successful countries will invest in that.

I think the thing about AI, unlike other technological and other structural changes, is how fast it's going to happen.

So policies need to be, makers need to be aware.

You're going to have mismatches.

You're going to have lots of people looking for jobs.

Computer programmers who used to have plentiful jobs now will need to find other types of work, but there's lots of open jobs also.

Window installers, automotive technicians, electricians, and we've got mismatches.