Gary Cohn AI isn't killing jobs yet
Why now
Thesis: AI labor-disruption thesis challenged by employment data
Catalyst to watch: Next payrolls and AI capex announcements
Main risk: Opinion; labor data could reverse quickly
Why it matters
Cohn argues AI job losses haven't materialized, countering the labor-disruption narrative that pressures rate-cut expectations.
Details
IBM's Gary Cohn says the AI job-loss fears of a year ago haven't materialized, with the U.S. still near full employment even as data center buildouts accelerate. "We're basically at full employment right now," Cohn tells Brian Sozzi.
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- youtube · 2026-09-23 15:47 UTC