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The Daily AI Show

AI at Davos, Growth, Jobs, and the Tradeoffs Ahead

22 Jan 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.537 - 3.602 Beth Lyons

Hey everybody, what's going on today?

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Chapter 2: What were the key highlights from AI Day at the World Economic Forum?

3.623 - 7.63 Beth Lyons

I see Jen and Brian in the chat. Welcome, welcome.

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Chapter 3: How do AI capabilities impact GDP growth and unemployment?

7.97 - 39.293 Beth Lyons

You are watching or listening to the Daily AI Show Live. And I'm Beth Lyons. I'm in the studio today with Andy Halliday. And yeah, Andy, how are you doing? I'm well, thank you. That's good. Our weather has dipped below freezing, so I was thinking of you yesterday in all your heat. So, yeah, it's toasty there. That's great.

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Chapter 4: What challenges are companies facing with AI ROI?

39.873 - 49.863 Beth Lyons

Okay, so today is January 21st, 2026, and this is episode, I believe, 643.

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49.923 - 52.245 Andy Halliday

There you go.

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52.85 - 54.231 Beth Lyons

Yeah, all right.

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Chapter 5: How is AI affecting individual productivity versus team collaboration?

54.812 - 55.533 Andy Halliday

Who's counting?

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55.573 - 63.301 Beth Lyons

The computer's counting. So do you have a story that you want to talk about today?

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Chapter 6: What is the significance of the $480M seed round for Humans & startup?

63.381 - 94.858 Andy Halliday

Yeah, I think the top of the news has to be AI Day at the World Economic Forum, where I spoke yesterday about Satya Nadella's comments to the World Economic Forum. And now this morning in the news, there are recounts of the... Significant presentations done by Dario Amadei of Anthropic and also Demis Hassabis of Google DeepMind. And they delivered some important messages.

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94.978 - 100.626 Andy Halliday

And I want to put these into some context here. First of all...

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Chapter 7: How does co-intelligence differ from autonomy in AI workflows?

100.606 - 129.193 Andy Halliday

Let's talk about what Dario Amadeus was talking about. He said, we're just six to 12 months away from models, including Claude, that do most, if not all, of what software engineers do end to end. And witness that Claude co-work was entirely developed by Claude Code under the supervision and direction of engineers.

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129.593 - 162.372 Andy Halliday

But all of that code was written by Claude Code in order to develop a product that is really making a big splash out there by making... Autonomous agentic coding accessible for not just users who are building software, but for people who want to just do day-to-day work on their computer. So this is really democratizing this trend that he's observing. And he said...

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162.47 - 191.744 Andy Halliday

we could have 5% or 10% GDP growth, but with that 10% unemployment. So this is something we've been talking about in the number of shows that have preceded this one. And he said that high growth and high joblessness simultaneously is something that we've basically never seen before. And that's the rub, right?

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191.804 - 206.722 Andy Halliday

Really, the bubble that we think of as AI, where incredible valuations are achieved, is also concurrent with the threat of significant unemployment. Right.

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206.742 - 220 Beth Lyons

If AI can do the work of five workers, AI is doing the work of five workers with the prompting of one, right? Like they're impossible to separate.

220.132 - 247.117 Andy Halliday

Indeed. So Demis Hassabis of Google DeepMind said something that was akin to that. And he said that we could see AI driven slowdowns in junior hiring in this year, but that AI tools could ultimately enable more skill creation among those people who are junior, but didn't get a job, uh, than the traditional path would have provided.

Chapter 8: What are the implications of NVIDIA's PersonaPlex for customer support?

247.177 - 277.04 Andy Halliday

So that one of the big pieces of advice from Dennis was, Take the time off that you get as a result of not having an entry-level position to work with the tools. Use the tools extensively. And he described this capability overhang, which is all the engineers who are building AI tools, they're not using them. They're just building them.

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277.4 - 306.158 Andy Halliday

And so they don't have the time to actually develop the skill set of the application of AI in collaboration with humans. So I thought that was all very interesting. Meanwhile, news that... PricewaterhouseCoopers survey found that 56%, the majority of CEOs saw no ROI from AI spending despite massive investments. Now, I believe this is looking in the rearview mirror.

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307.679 - 345.005 Andy Halliday

I would say that massive investments by enterprise in AI probably didn't see a full return on the invested capital yet, right? But that's the AI that we knew in 2024 and 2025. That's not the AI that we're seeing in 2026 and 2027. Totally different environment, really, as AI progresses. Okay, now I wanted to talk about this in the context of a very cool new startup.

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347.028 - 378.687 Andy Halliday

What we see all the AI labs developing is autonomous AI, meaning, hey, this is going to dramatically accelerate workflow processing and productivity in business and in your personal life. But it's really the, you know, you give the AI an assignment and you send it off and it goes and works for hours, maybe even days and comes back with a good solution. All right.

378.707 - 398.537 Andy Halliday

So last week I talked about the Forrester research for Miro that said that there's an overemphasis in AI on individual productivity. So individuals in the enterprise using AI to advance their own personal productivity. Right.

398.517 - 424.703 Andy Halliday

And 75% of leaders in that survey, and this was a survey of about 1,500 business leaders, they felt that current AI tools focused too much on individual productivity rather than team collaboration outcomes. Kilos and herding coordination. And further, that collaboration is a big gap in AI deployments.

424.723 - 455.433 Andy Halliday

90% said improving collaboration is critical to achieving their goals, signaling that existing AI deployments are not adequately supporting cross-functional teamwork. All right. So a lack of shared collaborative environments in AI is definitely a thing. Like I'm building my own workstation, fully AI enabled with cloud code and all the attendant configurations, including skills, et cetera.

456.294 - 484.587 Andy Halliday

But I'm not sharing that with anyone and I'm not really interacting with anyone. So I'm getting a lot of productivity gain. And that could be true for individual humans inside enterprises. Right. But now there's a new, very cool startup that's come about. It's called Humans &. Humans &. Now, what makes this startup cool? First of all, I've never heard of this level of funding for a seed round.

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