Aaron Levie
The AI jobs prediction so far is playing out the opposite of what many thought. The reason this is happening is because AI is bringing automation to areas that don’t have finite demand characteristics. AI allows companies to do far more than they could before, but agents still require human operators and oversight to generate value from them. And not only has AI not replaced many of the types of jobs that theoretically would have been most affected by AI - engineers or lawyers - but AI is also creating or growing entire categories of jobs across the economy. Cybersecurity, FDEs, agent operators, engineers in non-software domains, and tons of job categories are going to explode. It’s not clear if or when this trend will reverse because we keep discovering all new areas of demand that AI is going to open up.
Rafael Domenech | @BBVAResearch & @UV_EG
The jobs apocalypse is postponed. An AI jobs boom is here According to @TheEconomist, AI is actually proving to be a net job creator in the US, easily generating over 1M new positions (from data center construction to AI engineering) to offset back-office layoffs. While routine admin and customer service roles face real disruption, the overall labor market is proving resilient. https://www.economist.com/finance-and-economics/2026/09/04/the-jobs-apocalypse-is-postponed-an-ai-jobs-boom-is-here?utm_campaign=shared_article
