Palantir CEO Says Only 2 Types of Jobs Are SAFE From AI — Transcript
Full transcript
- 0:00Low-end code, routine contracts,
- 0:02standard [music] copy. This is the sort
- 0:05of work that once trained new graduates
- 0:07entering the workforce, [music]
- 0:09but now it all runs on a quick prompt.
- 0:12In offices around the world, the desks
- 0:14[music] are still there, but the work
- 0:16that justified them is starting to
- 0:18leave. And everyone who spent their
- 0:20early 20s and a lot of money preparing
- 0:23for those jobs is now wondering
- 0:28what work is a actually Alex [music]
- 0:31Karp has an answer. Only two groups of
- 0:34people will really thrive [music] in the
- 0:36coming age of AI, and neither of them is
- 0:39the typical graduate that the system
- 0:41[music] has been producing. So, to
- 0:43understand his argument, we'll look at
- 0:45the work that's going first, the case
- 0:47for the two groups he backs, [music] and
- 0:49the company that's already reorganized
- 0:52its hiring around this whole concept. My
- 0:55name is Guy, and this [music]
- 0:56is the Finance Bureau.
- 1:00Now, Alex Karp is known for being, shall
- 1:03we say, pretty forthright with his
- 1:05opinions. And back in March, on the tech
- 1:08show TBPN, he laid out his views on
- 1:11where he reckons AI is going without
- 1:14mincing his words. Quote, "There are
- 1:16basically two ways to know you have a
- 1:18future. One, you have some vocational
- 1:21training, or two, you're neuro
- 1:23divergent." Not really a comforting
- 1:25outlook on the idea of humans and
- 1:27machines working side by side. Now, as
- 1:29Karp sees it, only two groups stand to
- 1:32have any kind of certainty in the future
- 1:34ahead. So then, who exactly are these
- 1:37two groups? Well, the first is
- 1:39essentially the people who work with
- 1:41their hands. So, think electricians,
- 1:44plumbers, carpenters, welders, etc. The
- 1:46people you call when something breaks or
- 1:48needs fitting, and ironically, the
- 1:51trades that plenty of schools spent a
- 1:53long time steering bright students away
- 1:56from. The second group is people whose
- 1:58brains are wired differently. Karp uses
- 2:02the term neurodivergent, and in case
- 2:04you're unsure about the meaning there,
- 2:06that's an umbrella term for conditions
- 2:08like dyslexia, ADHD, and autism, where
- 2:11the brain processes information
- 2:13differently from a typical pattern. In
- 2:15other words, the people the standard
- 2:18classroom was least designed for. Now,
- 2:21there's an amusing bit of detail about
- 2:23who's delivering this message. Karp
- 2:25studied at Haverford College in
- 2:27Pennsylvania, took a law degree at
- 2:29Stanford, and then earned a doctorate in
- 2:31social theory from Goethe University in
- 2:33Frankfurt. So, something of an academic.
- 2:37But, bear in mind his case isn't against
- 2:40thinking. He's making a case against a
- 2:42particular kind of education and the
- 2:45particular kind of job it was made to
- 2:48prepare people for, which means before
- 2:50we go any further, we need to look at
- 2:53what's being left behind. So, what
- 2:56exactly is AI taking first? Well, not
- 3:00the top of the profession, but the
- 3:02bottom rungs instead. Consider for a
- 3:04moment how a career in software used to
- 3:07begin. A graduate entered a tech firm
- 3:09and got handed the jobs nobody senior
- 3:11wanted, like first-pass code and simple
- 3:15debugging. The small fixes that piled up
- 3:17in the ticket queue. It was tedious, but
- 3:20it was also how you learned, because
- 3:22every bug you chased taught you a little
- 3:25more about how the whole system fitted
- 3:27together. That work is now the first
- 3:30thing an AI coding assistant does. The
- 3:33legal profession is in a similar
- 3:35position. A first-year associate spent
- 3:37their early years on routine contracts,
- 3:40reading clause after clause until they
- 3:43could spot the one that would cause
- 3:44trouble. Now, firms are trimming their
- 3:47junior intake because an AI model can do
- 3:50the first read. And copywriting went
- 3:52down the same road as well. The product
- 3:54descriptions and standard emails that
- 3:56taught a young writer how to how to hit
- 3:57a brief have moved into automated
- 4:00workflows. So, it's fairly easy to see
- 4:03how things go from here. The senior
- 4:05engineers, partners, and editors are
- 4:07safe for now, at any rate, but the
- 4:09junior work that trained them is
- 4:11disappearing. And that leaves confusion
- 4:14and uncertainty lingering in every
- 4:16office because if the junior work is
- 4:19gone, how does anybody become senior?
- 4:22The judgment you need to check what an
- 4:24AI produces was always developed by
- 4:27doing the dull work yourself over and
- 4:30over for years. Take that away and the
- 4:33apprenticeship goes with it. Now, Karp's
- 4:35argument goes one step further than the
- 4:37jobs themselves. He goes after the
- 4:40education system that typically precedes
- 4:42them because in his view, a lot of what
- 4:45universities sell is compliance. Learn
- 4:48the framework, apply the framework, and
- 4:51then produce the answer that's expected.
- 4:53But when you look at it that way, it
- 4:55pretty much sounds like work that a
- 4:57machine tends to do very well. Now, Karp
- 5:00has been especially harsh on the
- 5:02humanities and standard philosophy
- 5:04tracks, warning that AI will gut them
- 5:07along with the corporate jobs they were
- 5:09made to supply. He said that elite
- 5:12generalized degrees, especially in the
- 5:14humanities, will be hard to sell without
- 5:16a specific skill alongside them because
- 5:19a degree that teaches you to follow a
- 5:21specific system is training you for a
- 5:24job that machines are about to take. So,
- 5:27while graduates may not be short of
- 5:29talent, the trouble is they were trained
- 5:31to follow processes that software now
- 5:34handles better. Not exactly the best
- 5:36return on years of tuition. And with AI
- 5:40now reshaping who gets hired, where, and
- 5:43on what terms, it's clear that the world
- 5:45is going to change a lot in the coming
- 5:48years, which is exactly why we started
- 5:50the Finance Bureau newsletter. It's
- 5:52completely free, and every week we break
- 5:54down the biggest developments in the AI
- 5:56buildout, the industries it's
- 5:58transforming, and everything else
- 6:00happening across the markets. So, just
- 6:02click the link in the description or
- 6:04scan this QR code on your screen to get
- 6:06started. Right, let's get back to Carp's
- 6:09first group, the people with practical
- 6:11skills that AI is nowhere near
- 6:14replacing. Consider what it is about a
- 6:16trade that software can't touch. Imagine
- 6:19an old house with a flooded basement.
- 6:22Nobody knows where the water is coming
- 6:24from and there are no plans showing
- 6:26where the pipes run. A plumber arrives
- 6:28and starts inspecting the old cast iron
- 6:31pipes, tapping them with a wrench and
- 6:33listening for signs of damage.
- 6:35Eventually, they find a cracked section
- 6:37that's been leaking for God knows how
- 6:39long and the damaged pipe has to be
- 6:41removed without disturbing the rest
- 6:43while a replacement fitted at exactly
- 6:46the right angle is needed to keep the
- 6:48water flowing. Get it wrong and the
- 6:51basement could flood all over again and
- 6:54throughout the process, everything has
- 6:56to meet local building codes for good
- 6:58measure. Now, consider how many
- 7:00decisions just got made in that
- 7:03basement. Which pipe to trust, what a
- 7:05different tone meant when a particular
- 7:07piece of pipe got tapped, how much of an
- 7:09old system can be disturbed before
- 7:11something else gives way. All of that
- 7:13knowledge came from someone standing in
- 7:15the water and reading the room with
- 7:18their collected senses and experience.
- 7:20And there's a name for why that's so
- 7:23hard to automate. It's called Moravec's
- 7:26paradox after the roboticist Hans
- 7:29Moravec. Basically, the things we think
- 7:31of as difficult like logic, calculation,
- 7:34and writing code turn out to be cheap
- 7:37and relatively easy for computers. The
- 7:39things we barely think about though like
- 7:41balance, touch, and working with an
- 7:43awkward tool in a cramped space, they
- 7:46turn out to be hugely expensive and
- 7:48difficult for computers. So, that's the
- 7:50heart of Carp's first group. The
- 7:52textbook knowledge, how a drain should
- 7:54fall or how a circuit should be wired,
- 7:57can be written down and a model can
- 7:59recite it. What doesn't transfer to
- 8:01software though is the judgment on site,
- 8:04the part when someone is physically
- 8:06there. And that's why the trades, long
- 8:09considered as the fallback option, are
- 8:11right at the top of Karp's list. But
- 8:13Karp's second group is perhaps less
- 8:16obvious, and it's the one he takes
- 8:18personally. Karp is dyslexic, and for
- 8:21someone with serious dyslexia, the
- 8:23standard route through school comes with
- 8:26a lot of friction. The textbooks and the
- 8:28worksheets, the step-by-step methods
- 8:30everyone else follows, don't really work
- 8:33the way they're supposed to for someone
- 8:35whose brain is wired differently. So,
- 8:37they're forced to find another way to
- 8:39the answer. And Karp credits that with
- 8:42how he thinks. In his words, quote, "If
- 8:45you are massively dyslexic, you cannot
- 8:48play a playbook, and therefore we learn
- 8:50to think freely." Now, in Karp's
- 8:53argument, a playbook is the agreed way
- 8:55of doing things. Think the template for
- 8:57a contract or the standard structure for
- 9:00a report. These are the approved methods
- 9:03for a problem that's been solved a
- 9:05million times before. Throughout its
- 9:07history, corporate work has been about
- 9:09running playbooks well, and education
- 9:12has been about teaching people to run
- 9:14them. But, a playbook is written down,
- 9:17and anything written down a large
- 9:19language model can learn. So then, if an
- 9:22AI runs the standard approach faster
- 9:25than any graduate, who has anything left
- 9:28to offer? Well, according to Karp, it's
- 9:30the people who never fitted the standard
- 9:33approach to begin with. The dyslexic
- 9:35thinker who learned to see a problem
- 9:36whole because reading it line by line
- 9:39wasn't really an option. The person with
- 9:41ADHD who's familiar with ambiguity,
- 9:44jumping between ideas a more orderly
- 9:46mind would never connect. Or the
- 9:48autistic engineer who spots the pattern
- 9:51or the anomaly that everyone else's
- 9:53process is likely to smooth over. For a
- 9:56long time, those traits were considered
- 9:58problems to be managed. They didn't fit
- 10:01the interview format, and they clashed
- 10:03with performance reviews that rewarded
- 10:05doing the expected thing reliably. But
- 10:08now, the expected thing is what AI has
- 10:12started to take over. So, thinking that
- 10:14was once a handicap in a world of
- 10:16standardized systems becomes the one
- 10:19thing that AI can't supply. And that's
- 10:22what ties Karp's two groups together,
- 10:24even if a welder and an autistic
- 10:26software engineer don't, on the face of
- 10:29it, appear to have much in common.
- 10:31Neither of them does work that can be
- 10:33boiled down to a set of instructions.
- 10:36One reads the physical world while the
- 10:38other reads problems sideways. And Karp
- 10:41hasn't just talked about this. He's put
- 10:43Palantir's hiring approach behind the
- 10:46idea. So, what does a company look like
- 10:49when it actually acts on this thinking?
- 10:51Well, for starters, it stops relying on
- 10:53the usual pipeline. You see,
- 10:55historically, elite firms have recruited
- 10:57the same way. Top university, top
- 11:00grades, a polished internship, a
- 11:02polished interview. Palantir has set up
- 11:05two doors that go around that route in
- 11:07entirely. And the first of them opened
- 11:10in April last year. It's called the
- 11:12Meritocracy Fellowship, and it's aimed
- 11:14at people who've just left high school.
- 11:17Not university graduates, mind you, but
- 11:19recent school leavers who aren't
- 11:21enrolled on a degree course and don't
- 11:24hold one. To get in, you need at least
- 11:261,460
- 11:28on the SAT or 33 on the ACT, plus some
- 11:33experience with programming. The
- 11:35fellowship runs for 4 to 5 months in New
- 11:37York and pays $5,400
- 11:40a month. That's not a bad deal,
- 11:42especially for people who, in the normal
- 11:44scheme of things, would be paying a
- 11:46university for the privilege of being
- 11:48there. Hundreds applied for a first
- 11:50cohort of only a couple of dozen places.
- 11:53And what happens once you're in is
- 11:56rather interesting because for the first
- 11:585 weeks, fellows don't get to touch a
- 12:01line of code. Instead, they study
- 12:03Western civilization, American history,
- 12:06philosophy, and religion from Frederick
- 12:08Douglass to a visit to Gettysburg.
- 12:10Somewhat surprising a curriculum for a
- 12:13company whose boss is so scathing about
- 12:15the humanities. But bear in mind what
- 12:18Karp's complaint is actually about. He
- 12:20has nothing against reading hard books
- 12:22and discussing them. But what he objects
- 12:24to is the compliance culture that's
- 12:27developed around them. After the
- 12:29seminars, the fellows go straight onto
- 12:31real Palantir engineering teams working
- 12:34with live clients. And the strongest of
- 12:37them can then go on to interview for
- 12:39full-time roles. Then Palantir has a
- 12:42second avenue. In December last year,
- 12:44shortly after a clip of Karp fidgeting
- 12:47on stage at the New York Times DealBook
- 12:49Summit went viral, Palantir announced
- 12:51its neurodivergent fellowship. And the
- 12:54company is clear that it isn't a
- 12:56diversity initiative. Palantir's
- 12:58position is that neurodivergent people
- 13:01will be the elite builders of the next
- 13:04technological era. And it's hiring for
- 13:06every kind of role on that basis. Now,
- 13:09no diagnosis is required to apply, but
- 13:12self-taught candidates are encouraged
- 13:14alongside formally educated ones at any
- 13:18stage of their career. The roles are
- 13:20full-time, based in New York or
- 13:21Washington, and pay between $110,000 and
- 13:25$200,000 a year.
- 13:27And the final round of interviews is
- 13:29conducted by Karp himself. So, the chief
- 13:33executive is personally sitting across
- 13:35from candidates the old system would
- 13:37have filtered out before they ever
- 13:39reached a recruiter. Now, reports vary,
- 13:41but the fellowship drew somewhere
- 13:43between 1,000 and 2,000 applications
- 13:46within days of launch. So, let's
- 13:48consider what Palantir has actually done
- 13:51here. It's hired school leavers with no
- 13:53degree and put them on live client work
- 13:56while also opening full-time roles to
- 13:58self-taught people with no credentials
- 14:01to show. And it's told neurodivergent
- 14:03applicants that the way they think is
- 14:06the reason it wants them, not something
- 14:08to be accommodated. Plus, on top of it
- 14:11all, its chief executive has made
- 14:13himself the final gatekeeper. Now,
- 14:16whatever you may think of Palantir, and
- 14:18safe to say many people aren't exactly
- 14:20fans of the company, it's nonetheless
- 14:22likely giving us an early glimpse of
- 14:25where the job market is heading. For
- 14:27most of modern history, the safe
- 14:29approach was to learn the standard way
- 14:31of doing things and do it better than
- 14:33the next person. But, as AI takes over
- 14:35more and more of that work, employers
- 14:38will place greater value on skills that
- 14:40machines can't easily replicate. Whether
- 14:43that's a plumber who can diagnose a
- 14:45problem no software could solve, or
- 14:48someone who thinks differently enough to
- 14:50find the solutions that nobody else
- 14:52considered. And who knows? Perhaps the
- 14:55high earners of the future will be those
- 14:57people we call at 9:00 in the evening
- 15:00when the bathroom's flooded and it
- 15:02really can't wait until morning. That
- 15:04kind of makes a lot of sense when you
- 15:06think about it. But well, do you think
- 15:08Karp is onto something here, or is he
- 15:10way off the mark? Let us know your
- 15:12thoughts in the comments down below. And
- 15:14if you want to see how the AI boom is
- 15:17running into some problems that could
- 15:19slow AI's takeover of the job market,
- 15:21then you can check out our video on that
- 15:23right over here. As always, thank you so
- 15:25much for watching and I'll see you in
- 15:28the next one. This is Guy signing off.
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