AI: Leapfrog Emerging Markets or Leave Them Behind?
Dwarkesh Podcast explores AI's bifurcated future for emerging economies: radical growth or being left behind. Should they retrain or index global AI wealth?
The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell
With Dwarkesh Patel, Alex Imas, Phil Trammell · Sunday, June 7, 2026
Dwarkesh Patel, Alex Imas, and Phil Trammell discuss the economic implications of advanced AI and automation. They explore what will become scarce, the future of labor share, and various taxation and redistribution strategies. The conversation also touches on historical parallels, the current lack of mass automation, and the unique challenges and opportunities AI presents for developing countries.
Why Economists Can't Predict Automation: Ditch Forecasts, Map Scenarios
Economists consistently miss automation's true impact. Learn why traditional forecasts fail and how to use scenario planning to prepare your startup for AI's next wave.
The 'Messy Middle': When AI Kills Jobs But Not Enough Wealth
Dwarkesh, Imas, & Trammell debate Molly Kinder's 'Messy Middle' scenario: AI automates jobs without creating enough new wealth. Founders, prepare for political instability.
Forget Mass Layoffs: AI's Real Threat Is the 'Drip Scenario'
Economists botched industrial revolution forecasts. With AI, the danger isn't mass unemployment, but a politically unstable 'drip scenario' of underpaid, underemployed labor.
AI Makes Human Connection the Ultimate Scarce Asset
As AI automates everything, the Dwarkesh Podcast asks: Does human interaction become the new luxury good? Founders, pay attention.