Market Jitters Over Microsoft AI Sales

Today’s episode unpacks how an MIT study about AI “replacing 11.7% of the US workforce” is being misreported, what it actually says about task-level automation versus jobs, and how it compares to Anthropic’s internal data on engineers delegating more work to AI and seeing big productivity gains. In the headlines: Microsoft’s AI sales targets and market jitters, Jensen Huang’s appearance on Joe Rogan, OpenAI’s acquisition of Neptune, and Black Friday AI shopping performance.

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