The Last Human CEO

Bullish:

• $AIFIRMS - AI workers could revolutionize corporate structures and efficiency by enabling unlimited scaling of skills and knowledge, potentially transforming traditional business models.

  • “Currently, firms are extremely bottlenecked in hiring and training people. But if your workers are AIs, then you can copy them millions of times with all their skills, judgment, and tacit knowledge intact.”

    Dwarkesh·0:14

  • “The cost to have an AI take a given role will become just the amount of compute the AI consumes. This will change our understanding of which abilities are scarce.”

    Dwarkesh·4:31

Bearish:

• $TRADCORP - Traditional corporations may struggle to compete with more adaptable AI-driven firms in the future, as they face limitations in replication and evolution compared to AI-powered businesses.

  • “Why do we not see exceptional corporations clone themselves and take over all market segments? Why don't corporations evolve such that all corporations or businesses are now the hyper efficient descendants of a single corporation, while all other corporations having gone extinct in bankruptcy or been acquired?”

    Gwen·7:15