I was in conversation with Tyler Cowen just earlier today (thanks to everyone who joined us live!).
Headline growth will be modest, not miraculous. Tyler pushes back on predictions of a 10–25% relative boost to GDP growth, arguing that unavoidable frictions – energy supply, regulation, inertia – cap the AI dividend.
Markets are pricing in *interesting but incremental*. Currency, equity and bond markets look normal; if AI were about to explode growth, we’d see it.
Generations use LLMs very differently. Boomers treat ChatGPT as “Google-plus”; Gen-Z treats it as a permanent confidant, a shift Tyler thinks could even reshape spirituality.
Career strategy for twenty-somethings. Learn AI deeply, stay adaptable and anchor work in genuine passions; in a field moving this fast, nobody can get far ahead of you, but the old “good-grades” playbook is obsolete .
School is out of sync. Scan-grade homework and one-size exams no longer make sense; faculty need to become mentors, yet education systems look “frozen,” risking a generation that feels unprepared .
Geopolitics will shift east and south. The EU risks falling behind under heavy regulation, while the Gulf states are racing to be a third AI pole.
You can’t really opt-out. Choosing life without AI will soon feel like living without a smartphone – technically possible, but socially and economically costly.
Liberal institutions matter more than ever. Tyler considers free speech, competitive politics and transparent governance as the critical shields against state misuse of AI.
