NOW directional thesis
The company selling enterprises an autonomous AI workforce gets paid more the faster jobs get automated, with 22% subscription growth and a Now Assist ramp behind it.
“So, he says, imagine I told you that AI was going to create a 40% unemployment rate. Sounds bad, right? Catastrophic even. And I agree, that would be completely unprecedented. We really have never had more than 10% unemployment for any sustained period of time. It would be, it would be complete.”14:21claim_id
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