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AI’s Near‑Term Job Impact Splits Opinion as New Warnings Collide With Calls for Caution

Analysts urge restraint after high-profile forecasts of rapid white-collar disruption.

Overview

  • Andrew Yang predicts millions of white-collar layoffs within 12 to 18 months, saying desk-based roles face immediate risk and that markets will reward headcount cuts.
  • Vinod Khosla forecasts that India’s traditional IT services and BPO sector could effectively disappear by 2030, urging development of homegrown AI for sensitive domains.
  • At Infosys AI Day, Nandan Nilekani says large numbers of current roles are vulnerable but projects a wave of AI-native jobs, arguing that coding ceases to be the core skill as enterprises modernize legacy systems.
  • Nilekani highlights a deployment gap, noting most IT spend still maintains aging systems and that few brownfield environments have scaled AI, even as greenfield projects see sizable productivity gains.
  • Bank of America’s Brian Moynihan cites historical resilience and augmentation benefits, while Harvard Business Review researchers report many workforce reductions are anticipatory and find only a small share clearly tied to AI task automation.