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Every human used to have to hunt or gather to survive. But humans are smart-ly lazy so
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we made tools to make our work easier. From sticks, to plows to tractors we’ve gone
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from everyone needing to make food to, modern agriculture with almost no one needing to
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make food — and yet we still have abundance.
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Of course, it’s not just farming, it’s everything. We’ve spent the last several
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thousand years building tools to reduce physical labor of all kinds. These are mechanical muscles
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— stronger, more reliable, and more tireless than human muscles could ever be.
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And that's a good thing. Replacing human labor with mechanical muscles frees people to specialize
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and that leaves everyone better off even though still doing physical labor. This is how economies
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grow and standards of living rise.
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Some people have specialized to be programmers and engineers whose job is to build mechanical
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minds. Just as mechanical muscles made human labor less in demand so are mechanical minds
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making human brain labor less in demand.
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This is an economic revolution. You may think we've been here before, but we haven't.
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This time is different.
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## Physical Labor
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When you think of automation, you probably think of this: giant, custom-built, expensive,
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efficient but really dumb robots blind to the world and their own work. There were a
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scary kind of automation but they haven't taken over the world because they're only
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cost effective in narrow situations.
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But they are the old kind of automation, this is the new kind.
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Meet Baxter.
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Unlike these things which require skilled operators and technicians and millions of
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dollars, Baxter has vision and can learn what you want him to do by watching you do it.
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And he costs less than the average annual salary of a human worker. Unlike his older
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brothers he isn't pre-programmed for one specific job, he can do whatever work is within the
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reach of his arms. Baxter is what might be thought of as a general purpose robot and
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general purpose is a big deal.
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Think computers, they too started out as highly custom and highly expensive, but when cheap-ish
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general-purpose computers appeared they quickly became vital to everything.
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A general-purpose computer can just as easily calculate change or assign seats on an airplane
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or play a game or do anything by just swapping its software. And this huge demand for computers
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of all kinds is what makes them both more powerful and cheaper every year.
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Baxter today is the computer in the 1980s. He’s not the apex but the beginning. Even
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if Baxter is slow his hourly cost is pennies worth of electricity while his meat-based
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competition costs minimum wage. A tenth the speed is still cost effective when it's a
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hundred times cheaper. And while Baxtor isn't as smart as some of the other things we will
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talk about, he's smart enough to take over many low-skill jobs.
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And we've already seen how dumber robots than Baxter can replace jobs. In new supermarkets
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what used to be 30 humans is now one human overseeing 30 cashier robots.
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Or the hundreds of thousand baristas employed world-wide? There’s a barista robot coming
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for them. Sure maybe your guy makes your double-mocha-whatever just perfect and you’d never trust anyone
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else -- but millions of people don’t care and just want a decent cup of coffee. Oh and
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by the way this robot is actually a giant network of robots that remembers who you are
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and how you like your coffee no matter where you are. Pretty convenient.
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We think of technological change as the fancy new expensive stuff, but the real change comes
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from last decade's stuff getting cheaper and faster. That's what's happening to robots
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now. And because their mechanical minds are capable of decision making they are out-competing
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humans for jobs in a way no pure mechanical muscle ever could.
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## Luddite Horses
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Imagine a pair of horses in the early 1900s talking about technology. One worries all
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these new mechanical muscles will make horses unnecessary.
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The other reminds him that everything so far has made their lives easier -- remember all
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that farm work? Remember running coast-to-coast delivering mail? Remember riding into battle?
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All terrible. These city jobs are pretty cushy -- and with so many humans in the cities there
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are more jobs for horses than ever.
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Even if this car thingy takes off you might say, there will be new jobs for horses we
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can't imagine.
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But you, dear viewer, from beyond 2000 know what happened -- there are still working horses,
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but nothing like before. The horse population peaked in 1915 -- from that point on it was
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nothing but down.
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There isn’t a rule of economics that says better technology makes more, better jobs
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for horses. It sounds shockingly dumb to even say that out loud, but swap horses for humans
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and suddenly people think it sounds about right.
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As mechanical muscles pushed horses out of the economy, mechanical minds will do the
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same to humans. Not immediately, not everywhere, but in large enough numbers and soon enough
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that it's going to be a huge problem if we are not prepared. And we are not prepared.
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You, like the second horse, may look at the state of technology now and think it can’t
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possibly replace your job. But technology gets better, cheaper, and faster at a rate
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biology can’t match.
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Just as the car was the beginning of the end for the horse so now does the car show us
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the shape of things to come.
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## The Shape Of Things to Come
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Self-driving cars aren't the future: they're here and they work. Self-driving cars have
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traveled hundreds of thousands of miles up and down the California coast and through
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cities -- all without human intervention.
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The question is not if they'll replaces cars, but how quickly. They don’t need to be perfect,
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they just need to be better than us. Humans drivers, by the way, kill 40,000 people a
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year with cars just in the United States. Given that self-driving cars don’t blink,
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don’t text while driving, don’t get sleepy or stupid, it easy to see them being better
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than humans because they already are.
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Now to describe self-driving cars as cars at all is like calling the first cars mechanical
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horses. Cars in all their forms are so much more than horses that using the name limits
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your thinking about what they can even do. Lets call self-driving cars what they really
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are:
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Autos: the solution to the transport-objects-from-point-A-to-point-B problem. Traditional cars happen to be human
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sized to transport humans but tiny autos can work in wear houses and gigantic autos can
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work in pit mines. Moving stuff around is who knows how many jobs but the transportation
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industry in the United States employs about three million people. Extrapolating world-wide
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that’s something like 70 million jobs at a minimum.
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These jobs are over.
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The usual argument is that unions will prevent it. But history is filled with workers who
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fought technology that would replace them and the workers always loose. Economics always
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wins and there are huge incentives across wildly diverse industries to adopt autos.
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For many transportation companies, the humans are about a third of their total costs. That's
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just the straight salary costs. Humans sleeping in their long haul trucks costs time and money.
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Accidents cost money. Carelessness costs money. If you think insurance companies will be against
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it, guess what? Their perfect driver is one who pays their small premium but never gets
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into an accident.
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The autos are coming and they're the first place where most people will really see the
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robots changing society. But there are many other places in the economy where the same
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thing is happening, just less visibly.
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So it goes with autos, so it goes for everything.
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## Intellectual Labor
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### White Collar Work
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It's easy to look at Autos and Baxters and think: technology has always gotten rid of
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low-skill jobs we don't want people doing anyway. They'll get more skilled and do better
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educated jobs -- like they've always done.
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Even ignoring the problem of pushing a hundred-million additional people through higher education,
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white-collar work is no safe haven either. If your job is sitting in front of a screen
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and typing and clicking -- like maybe you're supposed to be doing right now -- the bots
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are coming for you too, buddy.
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Software bots are both intangible and way faster and cheaper than physical robots. Given
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that white collar workers are, from a companies perspective, both more expensive and more
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numerous -- the incentive to automate their work is greater than low skilled work.
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And that's just what automation engineers are for. These are skilled programmers whose
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entire job is to replace your job with a software bot.
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You may think even the world's smartest automation engineer could never make a bot to do your
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job -- and you may be right -- but the cutting edge of programming isn't super-smart programmers
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writing bots it's super-smart programmers writing bots that teach themselves how to
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do things the programmer could never teach them to do.
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How that works is well beyond the scope of this video, but the bottom line is there are
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limited ways to show a bot a bunch of stuff to do, show the bot a bunch of correctly done
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stuff, and it can figure out how to do the job to be done.
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Even with just a goal and no example of how to do it the bots can still learn. Take the
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stock market which, in many ways, is no longer a human endeavor. It's mostly bots that taught
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themselves to trade stocks, trading stocks with other bots that taught themselves.
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Again: it's not bots that are executing orders based on what their human controllers want,
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it's bots making the decisions of what to buy and sell on their own.
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As a result the floor of the New York Stock exchange isn't filled with traders doing their
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day jobs anymore, it's largely a TV set.
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So bots have learned the market and bots have learned to write. If you've picked up a newspaper
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lately you've probably already read a story written by a bot. There are companies that
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are teaching bots to write anything: Sports stories, TPS reports, even say, those quarterly
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reports that you write at work.
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Paper work, decision making, writing -- a lot of human work falls into that category
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and the demand for human metal labor is these areas is on the way down. But surely the professions
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are safe from bots? Yes?
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## Professions
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When you think 'lawyer' it's easy to think of trials. But the bulk of lawyering is actually
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drafting legal documents predicting the likely outcome and impact of lawsuits, and something
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called 'discovery' which is where boxes of paperwork gets dumped on the lawyers and they
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need to find the pattern or the one out-of-place transaction among it all.
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This can all be bot work. Discovery, in particular, is already not a human job in many firms.
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Not because there isn't paperwork to go through, there's more of it than ever, but because
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clever research bots sift through millions of emails and memos and accounts in hours
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not weeks -- crushing human researchers in terms of not just cost and time but, most
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importantly, accuracy. Bots don't get sleeping reading through a million emails.
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But that's the simple stuff: IBM has a bot named Watson: you may have seen him on TV
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destroy humans at Jeopardy — but that was just a fun side project for him.
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Watson's day-job is to be the best doctor in the world: to understand what people say
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in their own words and give back accurate diagnoses. And he's already doing that at
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Slone-Kettering, giving guidance on lung cancer treatments.
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Just as Auto don’t need to be perfect -- they just need to make fewer mistakes than humans,
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-- the same goes for doctor bots.
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Human doctors are by no means perfect -- the frequency and severity of misdiagnosis are
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terrifying -- and human doctors are severely limited in dealing with a human's complicated
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medical history. Understanding every drug and every drug's interaction with every other
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drug is beyond the scope of human knowability.
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Especially when there are research robots whose whole job it is to test 1,000s of new
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drugs at a time.
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Human doctors can only improve through their own experiences. Doctor bots can learn from
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the experiences of every doctor bot. Can read the latest in medical research and keep track
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of everything that happens to all his patients world-wide and make correlations that would
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be impossible to find otherwise.
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Not all doctors will go away, but when doctor bots are comparable to humans and they're
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only as far away as your phone -- the need for general doctors will be less.
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So professionals, white-collar workers and low-skill workers all have something to worry
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about.
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But perhaps you're still not worried because you're a special creative snowflakes. Well
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guess what? You're not that special.
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## Creative Labor
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Creativity may feel like magic, but it isn't. The brain is a complicated machine -- perhaps
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the most complicated machine in the whole universe -- but that hasn't stopped us from
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trying to simulate it.
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There is this notion that just as mechanical muscles allowed us to move into thinking jobs
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that mechanical minds will allow us all to move into creative work. But even if we assume
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the human mind is magically creative -- it's not, but just for the sake of argument -- artistic
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creativity isn't what the majority of jobs depend on. The number of writers and poets
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and directors and actors and artist who actually make a living doing their work is a tiny,
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tiny portion of the labor force. And given that these are professions that are dependent
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on popularity they will always be a small part of the population.
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There is no such thing as a poem and painting based economy.
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Oh, by the way, this music in the background that your listening to? It was written by
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a bot. Her name is Emily Howel and she can write an infinite amount of new music all
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day for free. And people can't tell the difference between her and human composers when put to
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a blind test.
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Talking about artificial creativity gets weird fast -- what does that even mean? But it's
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nonetheless a developing field.
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People used to think that playing chess was a uniquely creative human skill that machines
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could never do right up until they beat the best of us. And so it goes for all human talent.
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## Conclusion
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Right: this might have been a lot to take in, and you might want to reject it -- it's
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easy to be cynical of the endless, and idiotic, predictions of futures that never are. So
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that's why it's important to emphasize again this stuff isn't science fiction. The robots
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are here right now. There is a terrifying amount of working automation in labs and wear
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houses that is proof of concept.
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We have been through economic revolutions before, but the robot revolution is different.
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Horses aren't unemployed now because they got lazy as a species, they’re unemployable.
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There's little work a horse can do that do that pays for its housing and hay.
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And many bright, perfectly capable humans will find themselves the new horse: unemployable
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through no fault of their own.
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But if you still think new jobs will save us: here is one final point to consider. The
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US census in 1776 tracked only a few kinds of jobs. Now there are hundreds of kinds of
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jobs, but the new ones are not a significant part of the labor force.
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Here's the list of jobs ranked by the number of people that perform them - it's a sobering
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list with the transportation industry at the top. Going down the list all this work existed
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in some form a hundred years ago and almost all of them are targets for automation. Only
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when we get to number 33 on the list is there finally something new.
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Don't that every barista and officer worker lose their job before things are a problem.
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The unemployment rate during the great depression was 25%.
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This list above is 45% of the workforce. Just what we've talked about today, the stuff that
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already works, can push us over that number pretty soon. And given that even our modern
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technological wonderland new kinds of work are not a significant portion of the economy,
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this is a big problem.
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This video isn't about how automation is bad -- rather that automation is inevitable. It's
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a tool to produce abundance for little effort. We need to start thinking now about what to
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do when large sections of the population are unemployable -- through no fault of their
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own. What to do in a future where, for most jobs, humans need not apply.