**Carlo Thompson** (0:01)
This show has been a lot of things to our audience. A wake up call, start learning about AI, start using these tools. An alarm bell, you're in a vulnerable industry, maybe customer service or data entry. And also a showcase of the power of AI. However, one thing has always been constant. We are surviving together.
Whether you need to move to a new location, move to a new industry or learn something new, it's always been about survival.
This season we're talking about the human edge and we already recorded a few episodes with resources to sharpen it. Now in today's episode, we have data that offers a glimpse of what real survival could look like.
**SPEAKER_2** (0:52)
Artificial System Online.
**Carlo Thompson** (1:05)
Welcome back to Surviving AI with Carlo Thompson. I'm Carlo Thompson. And for four seasons, you've heard the alarm bell, AI is gonna take your job. You already heard some of the counter argument, specifically from the WEF, saying AI is gonna create more jobs than it destroys. Both are incomplete as of today. And the reason why is the Boston Consulting Group just published the most serious analysis of AI's labor impact we've seen so far.
Their key finding isn't that jobs are gonna be eliminated or jobs are gonna be safe. No, there's a third word.
**Ainsley** (1:56)
The word is reshaped.
BCG analyzed 165 million American jobs and found that 50 to 55% will be substantially reshaped within the next two to three years, not replaced. And that distinction matters enormously because reshaped means the job still exists, you still show up to it, but what you do every day changes significantly. That's a different problem from elimination and it requires a completely different response. If you hear reshaped and think safe, you've already made the wrong move.
**Carlo Thompson** (2:35)
Exactly. So, we're not saying we're going to eliminate jobs anymore, we're not saying that your job is safe anymore. What we're saying or suggesting based on this report is that your job may be reshaped, which looks different, just generally.
Reshaping means that you could potentially stay in the same role, but doing different things, utilizing AI differently, doing strategic things. So, reshaped means that the potential layoffs that we're hearing about or we were hearing about may not come to fruition.
**Ainsley** (3:20)
I'd push back on that slightly. The reshaping finding doesn't mean the layoffs go away.
BCG is also clear that 10 to 15% of jobs, somewhere between 16 and 25 million positions, face genuine elimination risk over five years. That category is real, and it's specific. The reshaping finding is actually good news for the majority, but it doesn't erase the harder story for workers and roles where AI handles the core work. The distinction matters because those two groups need completely different strategies.
**Carlo Thompson** (4:00)
So let's dig into that, right? Since he corrected me, it sounds better, right? That there's going to be less people impacted by AI automation.
Now, what is BCG saying and how are they framing it? So we can understand more about exactly who might be impacted by this, by the layoffs or impacted by this new idea about your job being reshaped.
**Ainsley** (4:35)
BCG doesn't leave reshaped as one vague bucket. They break it into distinct categories with very different implications, depending on which one your role falls into.
The first is what they call divergent roles, about 12 percent of jobs. Software development, legal research, financial analysis are the canonical examples, and the dynamic here is that AI takes on the structured work inside the role, and the role bifurcates. Senior positions expand in scope and value. Junior positions shrink or disappear entirely.
Same job title at the top and the bottom of the ladder, completely different trajectories. The question BCG is really posing for anyone in this category is a hard one. Within your role, are you moving towards senior or toward redundant?
**Carlo Thompson** (5:29)
And that's a question that comes up immediately in my mind. What about junior roles? What about kids coming out of college?
What happens to those jobs specifically? It's hard to get the senior right out of college, right? So, what is BCG actually talking about, right? Because there's a percentage of the workforce that is not senior currently. So are there more roles that we're hearing about with this job reshaping?
**Ainsley** (5:59)
That's exactly where the substituted category comes in, and this is the one driving the elimination headlines. About 12 percent of jobs fall here. Call centers, data entry, basic document review, routine report generation. These are roles where AI handles more and more of the core work. Fewer people are needed, and the role is on a genuinely declining path.
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