What's Your Number? How Economies Survive After AI Wins - with Daniel Schreiber
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Jan 7, 2026 Daniel Schreiber, co-founder and CEO of Lemonade and chairman of the Mosaic Institute for AI Policy, dives deep into the societal impacts of AI. He discusses how AI could disrupt labor markets but also create economic surplus. With a focus on proactive policies, he argues that society deserves a share of the AI-generated wealth to prevent inequality. Schreiber envisions a future where AI enables creative pursuits while stressing the moral obligation to address basic needs first, especially in a rapidly changing economic landscape.
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AI Creates An Automation Surplus
- AI is already driving massive productivity gains while shrinking workforces, as seen at Lemonade.
- This creates an automation surplus that raises distribution, not production, as the central policy question.
Draw The AI Trendline Forward
- Projecting trendlines is more important than debating current model capabilities; intelligence is moving toward being effectively abundant.
- That shift will upend economies organized around intelligence as a scarce, costly input.
Displacement Shifts Wealth To Capital
- Displacing labor with AI shifts wealth toward capital owners, making distribution the central social challenge.
- The core policy test is ensuring displaced workers don't become poorer while overall production rises.
