Part 11/13:
Sheeran predicts that the actual impact of AI on the future workplace is minimal—certainly not revolutionary. Since most jobs depend on complex human interactions, understanding, and institutional knowledge, AI cannot replace these nuanced tasks. He foresees an “existential crisis” for leadership, as AI fails to deliver on productivity promises, leaving CEOs stranded.
He criticizes the idea that AI will significantly transform business processes, asserting that the current ecosystem lacks the innovation necessary to truly change how work is done. Instead, he warns of a coming reckoning, where the bubble bursts and investments evaporate, with retail investors—"regular people"—being most harmed.