Discussion about this post

User's avatar
The Brand Lab 360's avatar

The copilot framing is right for now. The harder structural read: every previous "augmentation" technology became a replacement technology once the unit economics tipped. Spreadsheets augmented accountants until they didn't. ATMs augmented tellers until they didn't.

The 15% B2B end-to-end resolution rate is a starting point, not a ceiling. Once account intelligence improves and context windows expand, the math flips. Staffing hybrid teams costs more than letting AI handle 80% of tickets at 90% quality. The CFO makes the call before the product team does.

The augmentation phase is what every replacement looks like in year three. The interesting question isn't whether AI replaces support. It's how long the augmentation window lasts before unit economics force the next move.

Alex's avatar

I think there are two things to note here.

1) Coding jobs are becoming less available or at least there are mixed signals on that in the US. Maybe there are more builders, but, lets be honest, not everyone has talents and interest to be an entrepreneur.

https://www.washingtonpost.com/business/2025/03/14/programming-jobs-lost-artificial-intelligence/

And well, logically, if I can use AI to automate some aspects of developer work, I will need less developers to ship the same number of features. There is limited value in shipping more features. Platform complexity, GTM bottlenecks and well slow/ no growth in demand put a natural limit on your production.

2) Two things are true of customer service:

-- In a mature org that is well designed enough to implement AI effectively, customer support is likely already pretty lean through automation and outsourcing. It is a cost-centre after all, however much gloss you put on it. So there isn't much to cut with AI. Smart routing is a decades-old technology, AI probably made it better, but marginally.

-- People running customer services orgs have a strong incentive to keep at least some people under management, because, well, why would you need them if there is no contact centre to manage. Also, having human at least as a back-up for hard cases creates an impression of a luxury service for customers

The labour problem will come, if AI will automate petty bureaucrats and middle-managers. The more common middle-class/lower middle-class jobs nowadays. When industrial revolution hit and agriculture was intensivised, there was already a large demand for unskilled/semi-skilled peasant workers in the factories. When NAFTA hit the industrial jobs, there was nowhere former industrial workers could go, but at least some of their children could take bureaucratic bullshit jobs.

If you automate accountants, clerks, junior/ middle PMs and HR -- where would these people go? Industrial output is growing, but automated factories don't create as much demand for industrial workers. Especially if the economy is not booming, which is true for the most of the world. Similary new builders would not create huge demand for medium-skilled HR managers.

5 more comments...

No posts

Ready for more?