Part 5/11:
Disruption Is Gradual: Software, services, and manufacturing sectors will be affected differently, and not all will face immediate upheaval. For example:
Software Companies: Without moats, many will be disrupted as AI offers competing internal solutions.
Services Sector: AI can replace roles like psychologists or physiotherapists, but this process could span decades, not years.
Manufacturing: Physical industries depend on supply chains, commodities, and physical infrastructure, which evolve over longer timescales.