저자: JadenSchafer · 외국인
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한 줄 결론: JP모건 CEO 제이미 다이먼의 AI 발언과 모건스탠리의 노동시장 영향 전망이 주요 화제이며, 증권 투자 직접 예측은 없음. JP모건 CEO 다이먼: AI가 회사 운영 거의 전 영역에 침투했고 수천 명이 이미 활용 중이라고 밝힘. 에쿼티 헤지 등을 AI가 처리하며 AI가 회사 미래 성공에 critical하다고 강조. 다이먼은 AI로 주 3.5일 근무가 가능해질 수 있다고 전망. AI로 일부 일자리가 대체되나 직원은 사내 다른 부서로 재배치하려 한다고 언급. 다이먼은 AI의 사이버전 위험 등 부작용도 경고. 작년에는 미국 은행 시스템에 '금융 허리케인'이 올 수 있다고 경고한 바 있음. 역설적으로 JP모건은 AI 투자와 동시에 뉴욕 파크애비뉴에 30억 달러 규모 70층 사옥을 2025년 개장 목표로 짓고 있으며, 직원 약 15,000명을 수용하고 주 5일 출근을 요구하며 보너스를 출근과 연동 중. 모건스탠리 애널리스트 브라이언 눅: 생성형 AI가 자동화 가능한 업무 범위를 넓히며 노동시장에 4.1조 달러 영향, 약 44% 인력이 영향받을 것으로 추정. 소프트웨어 벤더의 총 주소 시장은 향후 3년간 2,050억 달러 규모로 전망. 진행자 견해: 과거 AI 영향 전망이 상향 수정되고 있으며 향후 5년 내 모든 직업에 영향을 줄 것이라고 봄. 자율주행 로봇과 결합 시 블루칼라 직업까지 대체 가능성 언급. 투자 관련 가격 방향 예측이나 개별 종목 언급은 없음.
다듬은 글
today on the podcast we're diving into what some of the biggest banks in America are currently saying about Ai and they have some very um kind of shocking uh titles essentially that we're seeing in the news some very shocking headlines so the first one comes out of JP Morgan Chase's CEO who is Jamie Demian and he is essentially placing bets and essentially he's he's calling out and saying that uh AI is going to enable a 3.5 day work week and he reveals that the technology is quote already doing all Equity hedging um for his Banks so some massive technology shifts that are already happening at JP Morgan Chase um because of what they're using AI for and he believes that AI is going to replace so much of the industry so many different um so much work essentially it's going to have such an impact on work that we're only going to be working 3.5 days a week so today on the podcast we're going be diving into this as well as a prediction from Morgan Stanley that more than 40% of all labor forces are going to be affected by AI in the next 3 years this is substantially up from other forecasts we've seen other places so let's dive into it without any further Ado welcome to the world's number one AI podcast AI chat I'm your host Jaden Schaefer if you've been following the podcast for a while you'll know that over the last 6 months I've been working on a stealth AI startup of the hundreds of projects I've covered this is the one that I believe has the greatest potential so today I'm excited to announce AI box AI box is a no code AI app building platform paired with the app store for AI that lets you monetize your AI tools the platform lets you build apps by linking together AI models like chat GPT mid journey and 11 Labs eventually will integrate with software like Gmail Trello and Salesforce so you can use AI to automate every function in your organization to get notified when we launch and be one of the first to build on the platform you can join the wait list at aibb box.
the link is in the show notes we are currently raising a seed round of funding if you're an investor that is focused on disruptive Tech I'd love to tell you more about the platform you can reach out to me at Jaden aibb box. I'll leave that email in the show notes have you ever wanted to start your own podcast I record and publish podcasts on a platform called Spotify for podcasters and I absolutely love it essentially you can upload from your phone or computer and it distributes to every platform that plays podcast they support video podcast and you can make money on the platform with ads or even podcast subscription something that has made my life so much easier as a podcaster so if you're interested I highly recommend you give it a try you can download the Spotify for podcast app or go to spotify.com podcasters to get started on your podcast today of course we all know that AI is no longer just stuff of sci-fi fantasies a bunch of really big people on Wall Street including JP Morgan Chase um think that it is not only integrating and they're you know currently not only just integrating AI across their operations but they're also envisioning a future where the technology significantly Alters the work week so despite this focus on future technology the company I think it's kind of funny is uh is you know currently investing heavily in you know traditional office space um and I think this kind of indicates a bit of a complex vision of the future of work if you've seen lately uh you know Chase Bank has been in the news for requiring that people come into the office so like they're definitely very forward thinking about AI is going to do but they're not very flexible on you know flexible work uh you know working from home or other things like that so I think a lot of this a lot of these headlines right now recently came from some interviews with Bloomberg TV so JP Morgan CEO Jamie uh Jamie Demian announced that artificial intelligence has already penetrated almost every aspect of the company's operations he said quote we already have thousands of people inside JP Morgan doing it um he emphasized that AI is quote critical to our compan comp's future success I think that's very interesting and he also was noting that AI programs you know manage functions like Equity hedging um that quote every single process every app every database um has been influenced by AI technology so remarkably remarkably deman kind of foresees a future where advances in technology could reduce the traditional work week to just 3.5 days that's what's of course catching a ton of headlines right everyone wants to work 3.5 days maybe not everyone some people do um he conceded that AI will of course um replace some human jobs but says that the company hopes to redeploy any displaced employees elsewhere within the firm so for their company you know they're not just using AI to lay people off they're probably using AI to um become a lot more efficient effective and grow as a company so while the CEO has long been really bullish about you know a 5-day office work week this new comment I think kind of offers a nuanced perspective on how technology could change that in the long run however what I will say you know the of course the double-edged sword here is that um Demian also cautioned about the pitfalls of AI saying quote but you know planes crash Pharmaceuticals get misused um he noted kind of acknowledging that every significant technological shift brings along its downsides so specifically he warned uh of the risk of cyber warfare associated with the technology I think this all comes at a time when Morgan Stanley right now is currently estimating that AI could have a $4.1 trillion doll impact on the labor market a affecting around 44% of Labor in the next few years um Brian Noak who's an analyst at Morgan Stanley wrote in a Sunday note that he sees quote generative AI expanding the scope of business processes that can be automated he also estimated that software vendors could tap into a 205 billion total addressable Market over the next 3 years if AI continues to evolve at its current pace which I think is going to be really really incredible so there of course as I mentioned are some contradictory move so I think while this kind of while embracing this whole future of work uh JP Morgan is paradoxically also in the process of building a $3 billion 70 story office tower on Park Avenue I think that's scheduled to open in 2025 and this is going to accommodate approximately 15,000 employees and comes as the firm is uh you know recalling its employees back to the office 5 days a week bonuses have been tied to office attendance so they're not going to give you your bonuses unless you're in the office and they're underscoring the firm's short-term commitment to inperson work even as it invests in future technology so last year Demian warned of a quote unquote Financial hurricane um looming over the US banking system um in a climate of economic uncertainty that he says quote has not meaning meaningfully changed since last year um his dual focus on traditional workspaces and futuristic technology I think kind of represents bit of a strategic Balancing Act for you know the the banking giant I think in a future kind of dominated by AI the traditional Norms of the banking industry and the broader labor market seem set to kind of undergo some fairly significant shifts JP Morgan is also um already kind of leading this transformation but they're also taking strategic steps to maintain a bit of a balance between the old and the new worlds this is something very common with the banking industry it is you know known for being quite cautious and conservative um I think the company's actions serve as a complexities and possibilities that AI offers in shaping the future of the world definitely an area that we're going to continue to follow um and focus on but there's some big predictions being made by the banking Giants today and I think they're going to have some really big implications I mean even just you know what Morgan Stanley is saying about you know $4.1 trillion doll impact on the labor market I think absolutely massive um it's interesting because earlier this year and even I think last year we had some people um making predictions about you know where the labor market was going I think we had McKenzie making some big predictions and these these newer predictions that are happening right now seem to be revised upward if I'm not mistaken it's like over a trillion dollars upward so it's interesting to see that as time goes on it would appear that we are seeing like that people are predicting this is going to have a bigger and bigger impact this is kind of the opposite of what you see in a typical bubble where um you know a lot of people were saying at the beginning when Microsoft invested heavily in open they're like ah it's just a big bubble this thing's going to pop it's not going to be as impactful as many people might think and then um as time went on a lot of people are saying oh shoot this thing is actually a lot more impactful than we thought and I tend to be in that camp I think this is going to impact every single job within the next 5 years I think the combination of this with um autonomous you know robots for example having AI embedded in them will be able to replace a large swath of jobs done today even Blue Collar jobs it's going to be very interesting we're seeing some very huge um ships this is definitely something we'll continue to follow into the future this episode is brought to you by by Shopify that's the sound of switching your business to Shopify the global Commerce platform that supercharges your selling harness the best converting checkout and same intuitive features trusted apps and Powerful analytics used by the world's leading Brands stop leaving sales on the table discover why Millions trust Shopify to build grow and run their business sign up today for your $1 per month trial period at shopify.com te23 thank you for listening to the AI chat podcast if you enjoyed the podcast i' appreciate it if you rate me wherever you listen to podcasts and if you're looking for an Innovative group of AI enthusiasts make sure you check out our Discord Channel and also our Facebook Community it's obviously a lot more interactive than a podcast where we can actually share software tools prompts that we're using in everyday AI I'll leave a link for those in the description below
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