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SITUATION EXPLAINED: Two contradictory AI jobs stories dropped today. • Story one: call center stocks are falling on fears AI makes them uninvestable, companies replacing customer service with AI • Story two: companies that spend the most on AI are increasing headcount the fastest, including entry-level positions • Almost four years into the ChatGPT era, AI has been a significant net job creator, not the predicted "jobpocalypse" • Headcount gains don't show up for 6-12 months and only appear at high-intensity AI adopters • Almost all gains were concentrated in tech sector white-collar jobs @theojaffee: "The AI boom may be responsible for 40-50% of US GDP growth in 2025, and the supply chain behind data centers (chips, cooling, power infrastructure, construction) likely created real blue-collar jobs too, even if the final data center itself only employs a small permanent staff"
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