OpenAI and Anthropic dig in against each other on AI jobs apocalypse

Axios Axios

AI's most powerful CEOs are splitting into warring camps over whether their own technology will gut white-collar work or supercharge it — but the truth probably lies somewhere in the middle.

Why it matters: The two leading AI labs are trading in hype and doom, making it nearly impossible for companies, policymakers, and the public to know what's coming.


The big picture: A pair of public appearances this week highlighted how far apart Anthropic and OpenAI are.

Zoom in: A spate of tech company layoffs in recent weeks has given fresh fodder to the "doomer" camp.

  • Meta let go of nearly 8,000 employees, after projecting at least $125 billion in AI capital expenditures this year.
  • That came after Coinbase, Block, Pinterest, Shopify and others tied workforce restructurings to AI capabilities.
  • "AI costs a lot of money" and layoffs can offset those costs, Sophia Velastegui, Microsoft's former chief AI officer and now CEO at Velastegui Ventures, told Axios.

Yes, but: There's also recent evidence pointing in the other direction.

While unemployment has ticked up since 2023, it has predominantly been in sectors with the least exposure to AI, according to https://drive.google.com/file/d/182caQqLF_bFo_rY-PDKKM-fotbXptUg0/view" target="_blank">Stanford researchers.

Data: https://data.indeed.com/#/postings" target="_blank">Indeed; Chart: Noah Bressner/Axios

Reality check: Some technology giants are scaling back their AI usage after finding that the promise of huge productivity gains haven't materialized.

The bottom line: No one really knows how the AI jobs story will play out.

The most likely scenario: widespread displacement in some sectors, job growth in others, and an uneven transition that defies a clean narrative for either side.

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