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> Still no level 4/5 autonomous cars anywhere in sight.

> No major job losses due to AI automation

First off, #2 is really 2 predictions. 1) No AGI 2) No major job loss due to AI automation. There can be job loss due to automation without AGI (which I'm EXTREMELY bearish on AGI, bearish for the century actually).

Second, here's a scenario I think we could see job loss due to autonomous vehicles. Trucking. If we get level 3. We're defining level 3 as

> In the right conditions, the car can manage most aspects of driving, including monitoring the environment. The system prompts the driver to intervene when it encounters a scenario it can’t navigate. Driver involvement: The driver must be available to take over at any time.

I see this as near tech and could cause disruption. We already have level 2. If regulations change, then I could see job loss.

Or another scenario. Let's say that trucks are level 4 on highways in clear conditions, level 2 in cities, and level 1 in bad conditions. Regulations could change so that a driver could "drive" for longer hours and even sleep given that trucks are driving in clear conditions, automatically pulling over to the side of the road/sounding an alarm/slowing down when conditions are deemed unsuitable (with a low threshold). Such a situation seems near possible with current tech and have the potential to disrupt the market. Knowing if that's going to create more drivers or less drivers is harder to say.

I'm also bearish on level 4/5 vehicles in the next decade, but I'm not bearish on driving staying the same within the next decade. Especially as we see more cars becoming level 2. I am bullish on disruption here, including regulation. Though I'm not going to try to define what the disruption is, other than increased safety (which is pretty huge).

I'm not bullish on AI causing major job loss, but I am bullish on automation (not necessarily %s/AI/ML/g) creating disruption. In fact, I think we're already seeing this. And I want to be clear, I don't think we need ML to automate things. We've done a lot of automation already without it. I think COTs electronics becoming cheaper is the bigger driving force to that along with consumer preferences of using digital systems (Amazon vs store, self checkout vs cashier, movie ticket touch screens vs box office, etc).



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