Macro Hive Conversations With Bilal Hafeez Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
12 snips
Dec 4, 2025 
Sangeet Paul Choudary, a best-selling author and platform strategist, explores the transformative nature of AI beyond mere automation. He discusses how AI serves as a system-level recoordination tool, reshaping industries by improving institutional knowledge and reducing unnecessary meetings. Sangeet contrasts successful companies like Shutterstock with failures like Kodak, emphasizing the need for businesses to reinvent themselves rather than just adopt new tools. He also highlights the importance of understanding algorithmic economies and nurturing agency in the workforce.
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System-Level Impact Beats Model IQ
- AI's impact depends more on how socio-technical systems reorganize around it than on raw model intelligence.
- Think beyond task automation to how AI reshapes workflows, industry boundaries, and capital allocation.
AI Reduces Uncertainty, Not Just Replaces Tasks
- Predictive AI's real value is reducing uncertainty and improving ROI on capital allocation.
- LLMs and agents unlock managing institutional knowledge and lowering coordination costs across firms.
Architecture, Not Just Data, Is The Moat
- Data creates advantage only when paired with a supply-side architecture that exploits it.
- Moats arise from architectures that reorient supply around demand data, not from data collection alone.
