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AI versus the China Shock

    Podcast | 18 June 2026 | 0h 56m | Listen Later | Podcasts | Spotify
    Interview with Adam Ozimek about his analysis AI versus the China Shock, co-authored with Jason Harrison, and Nathan Goldschlag. Explores the China Shock of the 1990s and 2000s, revealing how it disproportionately affected less-educated workers in specific manufacturing hubs, highlighting the long-term struggle for adaptation in low ‘human capital’ regions. Considers the parallels to the potential AI Shock, noting that AI-exposed workers are generally highly educated and geographically dispersed, a stark contrast to past disruptions. Emphasises building economic resilience through investing in human capital and developing ‘messy jobs’ – diverse roles blending technical skills with human wisdom and social acumen – as a proactive strategy against future economic shifts.

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