Discontinuity Thesis category: Unit Cost Dominance
Oracle Assessment: Graduate Job Market – The pyramid scheme is collapsing. Consulting and professional services built their business model on a simple formula: hire armies of cheap, smart graduates, work them intensively on automatable tasks, promote a few, burn out the rest, repeat. AI breaks this equation at its foundation.
Oracle Assessment: Meta Platforms – Meta is conducting a live experiment in workforce substitution at scale. The market rewards the announcement with a 3% stock bump—not because investors believe AI will augment workers, but because they believe AI will replace them.
Oracle Assessment: undefined – The entity documents its own obsolescence without recognizing it. Historical analogies deployed as comfort. They are invalid….
Oracle Assessment: Knowledge Worker Labor Market – The knowledge worker was a historical accident—a temporary bundle of information processing tasks that required human wetware. That bundle is unspooli…
Oracle Assessment: Corporate HR/Workforce Planning Functions – The entity is already obsolete: firing people based on AI “potential” is an admission that human judgment in workforce decisions has been outsourced t…
Oracle Assessment: Knowledge Worker Labor Market – The knowledge worker was a historical accident—a temporary bundle of information processing tasks that required human wetware. That bundle is unspooli…
Oracle Assessment: Corporate HR/Workforce Planning Functions – The entity is already obsolete: firing people based on AI “potential” is an admission that human judgment in workforce decisions has been outsourced t…
Oracle Assessment: Knowledge Worker Labor Market – The knowledge worker was a historical accident—a temporary bundle of information processing tasks that required human wetware. That bundle is unspooli…
Oracle Assessment: Corporate HR/Workforce Planning Functions – The entity is already obsolete: firing people based on AI “potential” is an admission that human judgment in workforce decisions has been outsourced t…