Azeem Azhar's Exponential View Tyler Cowen on how AI will reorder economies, schools, and spirituality
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Jun 4, 2025 
In this enlightening discussion, Tyler Cowen, an economist and polymath, critiques Silicon Valley's rosy outlook on AI's economic impact. He addresses the institutional barriers that could slow AI's progress and explores whether GDP remains relevant in a changing landscape. Cowen raises concerns about job displacement and the adequacy of education systems adapting to technological shifts. Additionally, he speculates on AI's potential to redefine spirituality and its implications for human identity, prompting a deeper reflection on societal values in a tech-driven world.
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AI Hits Institutional Barriers
- AI progress collides with slow institutional adaptation and human resistance.
- Sectors like healthcare and education will resist rapid AI integration, limiting immediate economic impact.
Markets Signal Cautious AI Impact
- Market prices signal modest AI impact on growth, around half a percentage point yearly.
- Capital markets remain cautious, reflecting a belief that AI won't radically transform the economy soon.
AI Challenges Human Identity
- AI will challenge what it means to be human by 2030, causing possible identity crises.
- Co-authors differ on pace, but big social shocks are expected soon.
