Call Me Back - with Dan Senor How Economies Survive After AI Wins - with Daniel Schreiber
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Jan 11, 2026 Daniel Schreiber, co-founder and CEO of Lemonade and founder of the Mosaic Institute for AI Policy, discusses the societal impacts of AI. He explains how AI can create a wealth surplus while raising concerns about workforce displacement. Daniel draws parallels between AI and Netflix's early adoption, suggesting intelligence will become cheap and abundant. He advocates for a negative income tax to distribute AI gains, highlighting the moral imperative to address inequality. The conversation also touches on the urgency for new policies as society navigates the AI-driven future.
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AI Drives Growth While Shrinking Workforces
- Daniel Schreiber says AI adoption powered Lemonade's revenue growth while reducing headcount, showing productivity gains can shrink workforces.
- He argues this dual role makes CEOs cheer but obliges citizens and policymakers to manage social consequences.
Draw The Trendline, Not The Snapshot
- Schreiber compares drawing AI's trendline to Reed Hastings spotting bandwidth trends before streaming succeeded.
- He warns intelligence will become effectively abundant and cheap, disrupting value built on scarce human intelligence.
Automation Surplus Shifts The Policy Question
- Schreiber frames AI as displacing brainwork not just brawn, creating an "automation surplus" of economic value.
- The central issue becomes distribution: who receives the newly created abundance.
