Die KI -Revolution wird aus den Budgets von S & P 500 um fast 1 Billion US -Dollar pro Jahr gesenkt
https://fortune.com/2025/08/19/morgan-stanley-920-billion-sp-500-savings-ai-agentic-robots-jobs/
Die KI -Revolution wird aus den Budgets von S & P 500 um fast 1 Billion US -Dollar pro Jahr gesenkt
https://fortune.com/2025/08/19/morgan-stanley-920-billion-sp-500-savings-ai-agentic-robots-jobs/
14 Kommentare
„will“ is a very strong word. I would have gone with „may“. Or „projected to“ .
> Corporate America is on the brink of a radical transformation as artificial intelligence adoption could **unlock nearly $1 trillion a year in savings**, according to a sweeping new analysis by Morgan Stanley. The bank calculates 90% of jobs will be touched in some way by AI automation or augmentation, with cost savings flowing directly from **reduced headcount, natural attrition, and automation of knowledge-intensive but routine tasks.**
> AI humanoid robotics could generate $920 billion in net annual benefits for companies in the S&P 500. The lion’s share of those savings, analysts say, will come from lowering payroll expenses and **reducing the need for human workers in repetitive or process-heavy roles.**
> Not all industries will feel the effects equally. **Consumer staples distribution and retail, real estate management, and transportation are among the most exposed sectors**, with potential AI-driven productivity benefits exceeding 100% of forecast 2026 earnings. Health care equipment and services, autos, and professional services also face major disruption and opportunity.
> By contrast, industries that already run lean on labor relative to earnings—such as semiconductors and hardware—show comparatively lower AI value potential.
They will do the jobs badly.
Customer service bots that are not authorized to help you at all, they just chat to you giving the illusion of costomer service.
People here laugh at „oh but why don’t they automate CEOs, they are the most expensive worker“, but they don’t understand that the CEO is not the boss, they are just the Shepards dog, the Shepards in this case are shareholders
This means, CEOs and other workers alike will get automated as soon as it won’t affect earnings, and that’s when we will know that AI will start to be good enough to replace labor
The AI revolution will cut nearly $1 trillion a year out of S&P 500 budgets, largely from agents and robots doing human jobs vs no it won’t.
15 years ago everyone was convinced 3D printing would upend manufacturing as we knew it and by 2025 most items would be 3D printed and we would have a massive disruption in factories and the fanboys were running around insisting that „the economics of scale have been broken!“ and all that crap.
I believe this now as much I believe that back then .
Do any of you honestly believe those S&P 500 companies will willingly share that $1 trillion with any of us?
That’s going to shareholders and CEOs.
A trillion lost from the economy, lost wages, lost groceries, lost birthday presents, lost school clothes.
That’s a recession, is what that is.
Maybe stop being cheerleaders for AI?
They will only do a shitty job for so long before realizing the stupid choices they’ve made
And then a few more trillions once the bubble bursts…
These predictions are worthless, because nobody knows exactly what skill level LLMs will have in 6 months, and whether AI can be made profitable… Or just break even.
The biggest threat to the economy is the courts have allowed LLMs to rip off other people’s intellectual property, slice and dice it, and sell the results. There is already very established precedent that unlicensed remixes are not ok. This is the biggest IP theft in history.
What’s going to happen when all creatives can’t earn a living because they’re competing against other people profiting from infinite clones of their own work?
I don’t really have a problem with people using A.I. tools to do their jobs more efficiently. That’s just another type of hammer being invented. It’s a continuation of technology increasing worker productivity. But allowing silicon valley douchebags to steal everyone else’s work so they can profit from it? It’s unreal that the courts have allowed it to go on this long. They should be beholden to the same copyright laws as everyone else. They’re more than welcome to use whatever is in the public domain to train their algorithms. That is precisely what the public domain is for.
You mean the agents that, after years of development and billions wasted on developing them, work at BEST ~35% of the time?
It will destroy any company dumb enough to switch solely to them over people.
This is just hype and what business idiots want you to think. It’s not guaranteed to wipe out jobs, but they’re relying on you to believe it will.
So $1 trillion less in consumer demand? Because this money isn’t trickling down, it’s being hoarded.
why say it like that? favouring AI over human beings will remove $1 Trillion a year of wages feeding into the economy, largely from agents and robot stealing food from the mouths of humans, and the roofs from over their heads. A question – who exactly do these parasitic companies think is going to be buying their shit? and with what, given the money being paid to humans will be below poverty level?