All-In with Chamath, Jason, Sacks & Friedberg Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
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Jan 8, 2026 
Bob Sternfels, the global leader at McKinsey & Company, joins to discuss the rapid pace of innovation in AI and its potential to outpace past tech revolutions. He dives into the struggles enterprises face in harnessing AI effectively, touching on the tension between CFOs and CIOs. The conversation shifts to the job market, highlighting the broken education system that's leaving graduates behind. They also explore the transformative impact of robotics in manufacturing and the unique human skills that AI cannot replicate.
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AI Will Dwarf Past Tech Revolutions
- AI will dwarf previous tech revolutions like PC, cloud, mobile and internet in societal impact.
- Jason Calacanis argues this acceleration makes AI the defining transformation of our lifetimes.
Speed Trumps Strategy Today
- The pace of product cycles compressed from years to weeks thanks to modern AI tools.
- Bob Sternfels says organizational speed, not strategy, now determines competitiveness.
Models Plus Cloud Transform Enterprises
- Large AI model providers combine models plus cloud to transform enterprise engineering.
- Sternfels attributes rapid customer adoption to this “engineering department” transformation.