Nobody Needs a Recruiter When Nobody Needs the Worker
open.substack.com/pub/jesseseitz…
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Jesse Seitz
3 posts
Jesse Seitz
@JesseThesisCap
Long AI, short the jobs it replaces | Running a real portfolio on the biggest economic bifurcation of our lifetime | Equities (up 300% in 3 years) + real estate
New York Katılım Şubat 2026
6 Takip Edilen1 Takipçiler
I've been investing around AI displacement for 3 years. Finally decided to start writing about it.
First piece is up. It's about what happens when AI actually works and white-collar jobs start disappearing.
jesseseitz.substack.com/p/how-im-tradi…
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Every staffing company CEO saying "AI will augment not replace" is running the same playbook as Blockbuster saying streaming was a fad.
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