Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.

Timestamps:

(00:00) Episode trailer

(01:47)  The problem with Silicon Valley's AI-driven growth projections

(06:02) The institutional bottleneck to AI progress

(10:49) Markets aren’t pricing in a radical AI future

(12:53) Are we heading for a great job displacement?

(17:02) Is GDP still worth talking about?

(19:11) Who does AI benefit most?

(21:11) Will AI cause a human identity crisis?

(27:11) The education system’s failure to adapt

(35:34) How the Gulf could become a geopolitical powerhouse

(39:10)  Could AI change religion?

(46:46)  Closing thoughts

Tyler's links:

Marginal Revolution Blog: https://marginalrevolution.com/

Twitter/X: https://x.com/tylercowen

Azeem's links:

Substack: https://www.exponentialview.co/

Website: https://www.azeemazhar.com/

LinkedIn: https://www.linkedin.com/in/azhar

Twitter/X: https://x.com/azeem

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This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.

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