Capital Ideas Podcast Will AI take your job?
13 snips
Dec 24, 2025 Jared Franz, a U.S. economist at Capital Group, dives into the complex relationship between AI and jobs. He explores which roles face the greatest threat from AI, particularly in the software sector. The discussion includes the importance of not neglecting entry-level hires to ensure future workforce development. Jared emphasizes the resilience of economic growth despite stagnant hiring and presents strategies to adapt careers amidst AI advancements. He also shares insights on potential policy responses and the possibility of universal basic income.
AI Snips
Chapters
Transcript
Episode notes
AI Will Both Displace And Augment Work
- AI will both displace and augment jobs depending on role and experience level.
- In the next 5–10 years Jared Franz expects AI to be mostly job-augmenting while some cohorts face displacement.
Software Roles Show Early Displacement Signs
- White-collar displacement has appeared first in software and AI-adjacent roles, with an estimated shortfall of ~200,000 tech workers.
- Broad white-collar displacement is not yet widespread, but adjacent administrative roles could be vulnerable next.
Keep Hiring Entry-Level Talent
- Do not cut out entry-level hiring just because AI makes experienced hires more productive.
- Jared Franz warns companies to keep hiring and developing juniors to ensure future experienced talent and institutional knowledge.