“ Anyway, economic analysis aside, the pitch for AI is replacement”
That’s a headline read of the situation on the ground is what I’m saying. The frontline is a lot more complex than just a 1-to-1 replacement.
My sons teacher still regularly uses library books (that regularly buys published books), now he can just add a story about his cats visiting the firehouse, cats the kids have met, hyper personalized and made more relevant, a market created totally new and replacing nothing in place.
Figma is on a hiring spree, just FYI, to drive my point home. This is pure pie growth.
On the ground, I have definitely replaced peoples' income with AI spend. If you haven't, or aren't even aware of it having happened, I think we're coming from meaningfully different places.