Uber founder Travis Kalanick just inverted the entire automation panic.
Everyone assumes AI eliminates human value.
The physics say the opposite.
Kalanick: “Let’s say the entire world, everything in our world, was automated except for plumbers. You had machines making buildings. You would basically have like a thousand buildings a day.”
The algorithm can design a skyscraper in a millisecond.
It cannot connect the pipes.
When compute violently accelerates the speed of construction, the unautomated human becomes the ultimate bottleneck.
And the bottleneck captures all the margin.
Kalanick: “How valuable would those plumbers be? Extremely valuable. Those guys, each and every plumber would be like LeBron. Why? Because plumbing is the long pole in the tent to progress.”
If the machine needs a human to finalize physical execution, that human doesn’t get replaced.
Their economic value goes exponential.
Kalanick: “You got so much efficiency everywhere else that you need millions of plumbers.”
The market thinks automation drives human wages to zero.
The physics dictate it drives the bottleneck’s wages to infinity.
The next decade doesn’t belong to whoever out-computes the machine.
It belongs to whoever stands at the exact point where the digital engine meets the physical world.
Kalanick: “If we get to this place where autonomous cars are everywhere, if it was a thousand to one, you still probably have, I don’t know, 20 million jobs, 50 million jobs.”
The panic over job destruction assumes a static volume of output.
When output goes infinite, the system demands more human oversight. Not less.
Waymo doesn’t delete the human. It shifts them from driver of one vehicle to director of a thousand.
Kalanick: “Until we get super AGI, humans are valuable and they are going to become more and more valuable because they will be the long pole in the tent to progress.”
You are no longer the engine.
You are the grid.
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Anyone can buy Tesla stock right now and come along for the ride.
There will inevitably be some bumps along the way, but, with a truly immense amount of work, I think these goals can be accomplished.