Big mistake. Since the dawn of time, only a minority of humans 'use' their mind. AI won't change anything for them.
@stephanemallard
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AI levels margins and creates perfect competition
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No one will have margins or pricing power. AI equalizes everyone to the top of delivered quality. Competition will be fierce among companies to sign clients while they have no difference from their competitors. Pure and perfect competition.
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AI skills shortage: large corporations in crisis
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C'était le cas déjà avec les chief digital officer.
— Stephane Mallard (@StephaneMallard) 22 mai 2026
Il y a une pénurie de compétences sur l'IA.
Les meilleurs vont chez les GAFA/pure players IA/startups de deep tech.
A votre avis, il reste qui pour s'occuper de l'IA dans les grands groupes ?
Les actionnaires vont paniquer. https://t.co/kqc0uwXFKJThis was already the case with chief digital officers. There is a shortage of AI skills. The best go to GAFA/pure AI players/deep tech startups. In your opinion, who is left to handle AI in large corporations? Shareholders are going to panic.
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Coinbase Eliminates Managers as AI Reshapes Workforce
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As planned: managers are going to disappear. Faced with AI, Coinbase is eliminating them. The managers who remain must above all be operational. The era of managers who only manage is over. The big French groups with their armies of managers…
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AI and the Solow Paradox: Capital Productivity Over Labor
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@jfrial is right, we had a lot of trouble explaining the Solow paradox but we have some leads. Obvious value creation but where are the productivity gains? In capital, not in labor (productivity must be measured as capital productivity and labor productivity)
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AI Predicted to Create Massive Value for Humanity
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My prediction isn't cataclysmic: massive creation of value for humanity. Through AI. That's excellent news.
(and we've got two or three leads to explain the Solow paradox: inertia, measurement, culture, outlets…) -
Capitalism’s History: Substituting Capital for Labor Through AI
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This is not a prediction; it is the history of capitalism: we have been substituting capital for labor since time immemorial. First on physical tasks (industrial revolution), then on repetitive intellectual tasks (computing), and then complex ones (AI).
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Stealth mode project initiated by mentor coming soon
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Massive value creation, yes. But many still haven’t grasped that the added value of humans is declining. The human contribution to the production process will be marginal compared to AI = massive drop in wages. But no big deal because all prices will fall. Abundance.
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Technology grants workers enhanced capabilities and superpowers
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Seriously tempted to make a 100% Tesla allocation. Who’s done it? (I don’t even think it’s contrarian)
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AI Disrupts Speaker Agencies as Disintermediation Accelerates
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You're right about the middlemen—most of them no longer add any value. I see it in my line of work: speaker agencies with their exorbitant commissions are suffering from disintermediation. Whereas for years, it was a goldmine. AI is rendering them obsolete.