Future Ready Leadership With Jacob Morgan

Эпизоды

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  AI's Invisible Value Problem, Bricklayers Beat College Grads, & The 90-10 Work Revolution 02.10.2026 34мин

  October 2, 2026: I unpack two revealing 2% numbers that tell us where AI actually stands today. Only 2% of American households pay for any AI service, and only 2% of the S&P 500 track hard metrics showing what AI does for their business. Yet tech produced 76% of all earnings growth this year, and the most valuable companies on earth are riding on a technology almost nobody pays for and nobody measures. I explore why AI is creating real value off the books, why the business model hasn't been figured out yet, and who's going to win when someone finally captures the moment where a decision turns into a transaction. Then I get into The Atlantic's argument that next year's high school graduates should consider becoming bricklayers, why the college wage premium has dropped 10% since ChatGPT launched, and the third path nobody's talking about that sits between trades and traditional degrees. Finally, I break down The New Yorker's piece on the 90-10 production function, why AI gets you to 90% great in minutes but leaves you stuck short of excellence, and why the last 10% is where your career is about to be decided. Chapters 00:00:00 AI's invisible value problem: why only 2% of households pay for AI 00:02:30 A16Z's State of Markets: tech becomes the everything cycle 00:11:17 Who will own the tollbooth when AI decisions become transactions 00:13:35 The Atlantic says become a bricklayer: why trades are booming 00:20:04 The entrepreneurship revolution: curiosity and imagination over credentials 00:23:26 The New Yorker's 90-10 problem: AI gets you 90% there in minutes 00:26:46 When every deliverable looks amazing, how do you spot talent? 00:31:06 The apprenticeship solution: why white-collar work needs structured mentorship
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  AI Agent Saved Me $100/Month, Anthropic's $2T Gamble & Why 74% of Jobs Aren't Actually at Risk 30.09.2026 48мин

  September 30, 2026: I unpack my experience using Muse, Meta's new AI assistant that actually negotiated my phone bill, lowered my internet costs, and found me discounts without me writing a single prompt. This feels fundamentally different from ChatGPT and Claude because it acts like a true personal assistant, not just a research tool. I explore what happens when every employee inside your organization gets one of these capable agentic assistants, why everyone is about to become a manager whether they have the title or not, and the coming fight over what managing AI agents is actually worth in compensation. Then I get into the leaked Anthropic IPO numbers showing a path to $2 trillion valuation on $100 billion in revenue, and why their prospectus warns investors about existential risk while asking for that valuation. Finally, I break down Anthropic's new research claiming robots can perform 74% of physical work, why that number is misleading, and why breaking jobs into task lists completely misses how work actually happens.
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  Why the Chief of Staff Role Is Booming, How AI Changes Work at J.M. Smucker, & Building a Future-Ready Culture 28.09.2026 47мин

  I talk with Jill Penrose, Chief People & Administrative Officer and Chief of Staff at The J.M. Smucker Co., about why the Chief of Staff role is becoming so important as leaders deal with more complexity and change. We get into how Smucker connects strategy, people, and culture, how AI is changing consumer behavior and the employee experience, why leaders need to be honest about AI uncertainty, and how the company is looking beyond productivity to find where AI can create differentiated business value.
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  Gen Z Is Dating AI, Microsoft Reinvents Copilot, & the Great Iced Coffee Interview Debate 25.09.2026 41мин

  September 25, 2026: I unpack new Harris Poll data showing young people are developing surprisingly emotional relationships with AI, including feeling guilty when they ignore chatbot advice and even reporting romantic relationships with AI. Then I get into Microsoft's major Copilot rebuild around chat, cowork, code, and autonomous digital teammates, and what happens when employees effectively become managers of AI agents. Finally, I break down the viral debate over bringing iced coffee to a job interview and why it says something bigger about workplace etiquette and the balance of power between employers and candidates.
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  AI Could Mean 20 Years in Prison, Workers Become AI Managers, and A16Z Reinvents College 23.09.2026 37мин

  September 23, 2026: I unpack Bernie Sanders and Greg Casar's proposal to ban artificial superintelligence, pause advanced AI development, and impose prison sentences of up to 20 years for violations. Then I look at how millions of employees are quietly becoming managers of AI agents without the title or pay. Finally, I get into Andreessen Horowitz's new AI academy for young people who may want to skip college and build instead.
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  From Cashier to Home Depot C-Suite, Middle Manager Backlash, Claude Hacks OpenAI, & AI Panic Returns 18.09.2026 37мин

  September 18, 2026: I look at the viral LinkedIn profile of Home Depot executive Anne Marie Campbell and why her rise from cashier to senior executive says something important about effort, loyalty, and firm-specific knowledge. Then I get into the Wall Street Journal's warning that the purge of middle managers could backfire as companies underestimate coaching, sponsorship, and tacit knowledge. I also unpack how researchers used Anthropic's Claude to break into OpenAI through a bug bounty program. Finally, I break down OpenAI's recent "misalignment" example involving compaction summaries and why some of these scary AI moments may be glitches, not signs of sentience.
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  Who Watches Anthropic's AI Watchdog? Why Authenticity Fails at Work, & Zuckerberg Says the Market Can Keep AI Safe 16.09.2026 34мин

  September 16, 2026: I look at Anthropic's push for independent AI evaluators and why its preferred watchdog, METR, raises questions about conflicts, trust, and regulatory capture. Then I get into why "be your authentic self" may be terrible career advice and why the better advice is to be your best professional self. Finally, I unpack Mark Zuckerberg's argument that lawsuits, customers, competition, and trust may do more to keep AI companies careful than a forced industry slowdown.
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  Time to Kill AI? Anthropic Wants AI Slowed, Oracle Cuts Jobs, & Leaders Face a Civics Crisis 14.09.2026 43мин

  September 14, 2026: I look at Dario Amodei's essay arguing that frontier AI needs to slow down and why competitors publicly agreeing with him raises bigger questions about safety, regulation, IPO timing, and regulatory capture. Then I get into reports of more Oracle layoffs and why this may be less about AI replacing people and more about companies funding massive AI infrastructure. Finally, I unpack why civic education is becoming a workforce readiness issue, especially when so many leaders say entry-level hires are not prepared for work.
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  AI Created 1M Jobs, Student Scores Hit Record Lows, and Anthropic's AI Panic Grows 11.09.2026 42мин

  September 11, 2026: I look at The Economist's analysis showing AI has created roughly 1 million American jobs so far, while the predicted jobs apocalypse still has not arrived. Then I get into the latest PISA results showing record-low math, reading, and science scores, and why attention, critical thinking, and family involvement matter for the future workforce. Finally, I unpack the latest backlash around Anthropic researcher Jacob Coxon's viral resignation, the AI extinction narrative, regulatory capture, and why leaders need evidence before buying into panic.
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  Anthropic Researcher Quits Over AI Extinction Fears, OpenAI Agents Claim a Math Breakthrough, & the Panic Behind the Headlines 09.09.2026 46мин

  September 9, 2026: I unpack the viral resignation of Anthropic researcher Jacob Coxon, who warned that AI labs are racing toward self-improving superintelligence and gambling with human lives. Then I look at OpenAI's claim that thousands of AI agents produced a proof for the Navier-Stokes problem, one of the Millennium Prize problems. Finally, I dig into the bigger question behind the headlines: how much of the AI extinction narrative is about real technical risk, and how much is about incentives, regulatory capture, effective altruism, IPO timing, and control over the future of AI?
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  How To Lead A Multi-Year AI Transformation and the Critical Middle of Change 07.09.2026 44мин

  I talk with Adam Kautzner, President of Evernorth Care Management and Express Scripts and EVP of Customer Personalization for The Cigna Group, about what it takes to lead a major multi-year transformation in healthcare. We get into how Evernorth and Express Scripts are redesigning pharmacy benefits around patients, why prescription pricing has become so complex, how AI could improve healthcare navigation and personalization, and why leaders cannot ignore the "critical middle" of transformation where the hard work actually happens.
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  OpenAI's GPT-6 Astra, the Surprising Jobs Boom, and the Question of Whether AGI Has Arrived 04.09.2026 24мин

  September 4, 2026: I look at OpenAI's new GPT-6 Astra model and why even powerful AI agents still may not be ready to take over full jobs. Then I get into the August jobs report, which came in far stronger than expected and complicates the "AI is killing jobs" narrative. Finally, I unpack the Wall Street Journal's argument that AGI may already be here and why the real question is not whether AI can do tasks, but whether organizations can actually change fast enough to use it.
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  Uber's 10% Workforce Cut, Employers Fight AI Interview Fraud, & iFood Builds a CEO Digital Twin 02.09.2026 35мин

  September 2, 2026: I share key lessons from my CHRO session with iFood CEO Diego Barreto, including why he is investing in AI even with negative ROI, how he built a digital twin, and how iFood is rethinking reviews, meetings, and change management. Then I get into the Wall Street Journal's report on employers using new interview rituals to fight AI-enabled candidate fraud. Finally, I unpack Uber cutting 10% of its workforce and why the real story may be work redesign, bureaucracy, and coordination, not AI replacing jobs.
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  Why Enterprise AI Adoption Is Failing: AI Sprawl, Low Trust, and the ROI Problem 31.08.2026 53мин

  I talk with Ofir Bloch, SVP of Corporate Marketing at WalkMe, about why enterprise AI adoption is harder than buying tools and handing out licenses. We get into WalkMe's State of Digital Adoption research, the gap between executive confidence and employee trust, AI sprawl, shadow AI, Gen Z's overconfidence with AI, and why real ROI comes from changing workflows instead of just tracking usage.
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  How to Redesign Work With AI, Jensen Huang vs Bill Gates on Robot Taxes, & the Jobs AI Won't Replace 28.08.2026 39мин

  August 28, 2026: I break down what redesigning work with AI actually means and share a practical framework for removing human glue, handoffs, waits, and routine work while creating new value. Then I get into Jensen Huang and Bill Gates disagreeing over whether robots and AI tokens should be taxed. Finally, I unpack the government's new 10-year jobs forecast and why the fastest-growing jobs in America still require something AI does not have: a human body in the room.
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  Meta's AI Workforce Plan Implodes, Anthropic's $30 Trillion Bet & Gallup Reveals What Gen Z Is Missing 26.08.2026 42мин

  August 26, 2026: I look at Reuters' report on Meta's Project OT, the internal plan to turn Meta into an AI-native company with smaller, talent-dense teams overseeing software that does more of the daily work. Then I get into Anthropic reportedly telling investors its total addressable market could exceed $30 trillion and why that number may be more about payroll than software. Finally, I unpack Gallup's new Gen Z study and why the most important support for young people may not come from schools, but from weekly conversations at home.
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  Three-Year College Degrees, Junior Tech Jobs Get Harder, and Why Performance Reviews Won't Die 24.08.2026 38мин

  August 24, 2026: I look at the rise of three-year bachelor's degrees and why the 120-credit college model was never really designed to measure learning. Then I get into new data showing softwAugust 24, 2026: I look at the rise of three-year bachelor's degrees and why the 120-credit college model was never really designed to measure learning. Then I get into new data showing software engineering jobs are rebounding, but junior engineers are being left behind as companies hire more senior talent. Finally, I unpack why annual performance reviews refuse to die, what they still do well, and why feedback, compensation, and documentation should not all be treated as the same thing.are engineering jobs are rebounding, but junior engineers are being left behind as companies hire more senior talent. Finally, I unpack why annual performance reviews refuse to die, what they still do well, and why feedback, compensation, and documentation should not all be treated as the same thing.
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  CEOs Face Higher Borrowing Costs, NYC Beats San Francisco in Tech Talent, & Resumes Hack AI Screeners 21.08.2026 39мин

  August 21, 2026: I look at why the bond market is sending CEOs a blunt message: the era of cheap money is over, and higher borrowing costs may push companies toward leaner headcount and more automation. Then I get into new CBRE data showing New York has passed San Francisco and the Bay Area as America's largest tech talent market for the first time in 13 years. Finally, I unpack the viral resume prompt-injection story, where job applicants are hiding invisible instructions in resumes to manipulate AI screening tools.
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  Most Workers Reject Promotions, Anthropic Out-Earns OpenAI, & Boomerang Hiring Hits a New High 19.08.2026 26мин

  August 19, 2026: I look at new research showing that most workers would reject a promotion if it meant sacrificing their work-life boundaries, and why the traditional management promotion may no longer feel worth the cost. Then I break down reporting that Anthropic out-earned OpenAI in the second quarter. Finally, I get into the surge in boomerang employees, who now account for 35% of new hires, and why companies are increasingly bringing former workers back.
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  Gallup's AI Culture Warning, Siemens CEO's No-Meeting Rule, and Dario Amodei's AI Trust Problem 17.08.2026 31мин

  August 17, 2026: I look at Gallup's new research showing that AI adoption can improve or damage workplace culture depending heavily on one person: the direct manager. Then I get into Siemens CEO Roland Busch's approach to leadership, including short email replies, a sub-100-message inbox, and no recurring one-on-ones with direct reports. Finally, I unpack the public debate between Gavin Baker and Anthropic CEO Dario Amodei over AI fearmongering, trust, data centers, and whether AI leaders have helped create the backlash they are now trying to explain.