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March 10, 2026: AI is generating real, measurable productivity gains at major companies. Workers aren't seeing any of it. A new survey of 100 major CEOs finds only 9% plan to cut jobs because of AI this year — but buried inside that optimistic headline is an admission about ROI that changes the entire picture. China just launched the most ambitious society-wide AI employment push in history, betting that the technology creates more jobs than it destroys with 300 million retirements on the horizon. Fortune has the one metric CEOs are now using to quietly recalculate how many humans they actually need — and most employees have never heard of it. And Mercor, a $10 billion startup, is paying doctors, lawyers, and investment bankers hundreds of dollars an hour to train the AI that may eventually replace them. Listen to the full episode here: https://podcasts.apple.com/us/podcast... 00:00 - Introduction & Newsletter Announcements 02:26 - AI's 6-Hour Productivity Gain & Why Bosses Are Taking It Back 09:40 - KPMG Survey: The Optimistic 9% Headline Hiding a Massive ROI Problem 14:50 - China's Historic Society-Wide AI Push & 300 Million Retirements 21:28 - "Labor Cost Margin": The Secret Metric CEOs Use to Recalculate Headcounts 34:15 - Mercor: The $10B Startup Paying Professionals to Train Their Replacements 45:22 - The Futurist Lens: What If the AI Revolution Doesn't Actually Change Anything? 47:22 - Outro & How to Support the Podcast Newsletter deep dive on AI jobs and the future of work: futureofworknewsletter.com -------------------------------------------------- If you enjoyed this video, please like and subscribe! It helps the channel grow and allows us to make more. Thank you! / @jacobmorgan ---------------------------------------------- Jacob Morgan is a professionally trained futurist, keynote speaker, and international best-selling author of 6 books on leadership, employee experience, and the future of work. He’s also the founder of Future of Work Leaders, a global community for top CHROs and CPOs shaping the future of work and employee experience. Jacob has worked with, advised, and studied over 2,000 leaders, and his work has been endorsed by CEOs of Unilever, Cisco, Best Buy, Mastercard, Audi, Nestlé, The Ritz-Carlton, Yum! Brands, and more. Jacob’s Latest Book: The 8 Laws of Employee Experience: How to Build a Future-Ready Organization https://8exlaws.com/ Website: https://thefutureorganization.com/ Substack: https://greatleadership.substack.com/ Instagram: / jacobmorgan8 X (Twitter): https://x.com/jacobm LinkedIn: / jacobmorgan8 Podcast: https://thefutureorganization.com/fut... All books: https://thefutureorganization.com/books/