Unlike past industrial shifts, AI's impact won't be contained to specific industries. Once AI can perfectly replicate a human worker behind a keyboard, video, and mouse, it will trigger a simultaneous displacement wave across all remote-capable jobs.

Just as NAFTA brought cheap goods but eliminated manufacturing jobs, AI will create immense productivity via a new class of "digital immigrants" (AIs in data centers). This will generate abundance and cheap digital services but risks displacing vast swaths of cognitive labor and concentrating wealth.

The initial wave of AI-driven efficiency isn't leading to widespread US layoffs. Instead, it's allowing American companies to bring repetitive tasks back in-house that were previously outsourced to countries like India and the Philippines. This suggests immediate job displacement will occur abroad.

A powerful mental model for the future of work is a three-step pipeline. If a job can be done remotely in a high-cost country, it can be offshored to a low-cost one. Once offshored and process-driven, it becomes a prime target for AI automation. This positions remote work as a transitional phase, not an endpoint.

The adoption of generative AI, such as Canva's GPT integration, is first impacting freelance labor in countries like the Philippines. This trend shows accessible AI tools initially replace easily outsourced, lower-cost international workers, not domestic professionals.

Vinod Khosla warns that AI will decimate the traditional business process outsourcing and IT services sectors, which are foundational to India's economy. Incumbent firms face extinction unless they radically reinvent their business models.

The narrative of AI replacing jobs is misleading. The real threat is competitive displacement. Professionals will be put out of business not by AI itself, but by more agile competitors who master AI tools to become faster, smarter, and more efficient.

Flexport uses AI agents for tasks that were previously skipped because they were too costly for human employees, like calling warehouses to confirm addresses. This shows that AI's value isn't just in replacing existing work, but in performing new, marginally valuable tasks at a scale that is finally economical.

The most significant near-term impact of voice AI will be in call centers. Rather than simply replacing agents, the technology will first elevate their effectiveness and productivity. Concurrently, voice bots will handle initial queries, solving the common pain point of long wait times and improving overall customer experience.