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0 pointsjvanderbot1h ago0 comments

The "TAM as all white collar labor" thing looks good on paper. But AI companies don't need to really capture much labor to be fantastically profitable.

If we all delegate 20% of our work, and 20% of our salary for that 20% (e.g., 4% of our salaries in exchange for 20% of our jobs being automated), we get easier jobs and the AI labs supplant the existing tech moguls for revenue, with 1000x $/employee profits. That's just one scenario.

https://jodavaho.io/posts/ai-jobpocolypse.html

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wrs1h ago

I don’t follow that valuation math either (well, there was no math, just an assertion). Microsoft and Apple are worth a lot more than $800 billion without replacing the entire world labor market.

j / k navigate · click thread line to collapse

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wrs1h ago

I don’t follow that valuation math either (well, there was no math, just an assertion). Microsoft and Apple are worth a lot more than $800 billion without replacing the entire world labor market.

j / k navigate · click thread line to collapse