INSEAD Knowledge had a video interview with me on this topic. Please enjoy!
Tuesday, September 29, 2026
Sunday, July 26, 2026
AI Is Coming for Your Job! Maybe
We have heard all about it. Generative AI (GenAI) tools such as ChatGPT, Gemini, Claude and the like have become so powerful that they can take over some of tasks that firms now employ people to do. They are a new kind of industrial revolution, except this time it is not craftspeople being replaced by machines, it is office workers being replaced by computing cycles. Unemployment will skyrocket and some occupations will be decimated or worse.
How true is this? This was the question Matteo Devigili, Erdem DogukanYilmaz, Vibha Gaba, and I investigated using data on hiring by major US firms and reported in a Management Science research paper. To answer the question accurately, we thought it was necessary to not just count jobs, but also look at the content of the jobs. Or rather, the skills that each job requires. This can be done by analyzing the text of the job postings firms use when they hire, which can be done automatically by using AI text analysis (yes, we appreciate the irony).What were we looking for? Because we work for a business school, we care
about the blend of activities that managers have and the skills they apply.
These can be divided into broad categories: (1) organizing by creating and
supervising the structure of the firm, (2) information processing by moving
information to where it is needed, and (3) negotiating by handling conflicts
and allocating rewards. Of these skills, the last is obviously the one
requiring the greatest human touch, so it should be relatively human-centered.
The first two might not be, or at least so we thought. What did the evidence
say?
We were nearly right, and in ways that should worry managers. There is
now lower demand for jobs doing managerial work involving information
processing such as coordination
and communication. Similarly, jobs engaged in monitoring employee
productivity and rewarding high performers are now less needed. The managerial
work that has seen no change is structuring the firm through staffing positions
and mapping their interrelation, designing incentive systems, and handling
conflicts within the firm.
This adds up to a significant reduction in firm hiring of
managers. It also means a shift from the more mechanical parts of management to
the more human parts: there will be proportionally fewer number crunchers and
communicators and more leaders. How consequential will this be for the job
market? Truth is, we don’t yet know. We found that firm adjustments of their
hiring were so immediate that they made all these changes based on how they
thought that AI would benefit the firm. If they are wrong about the AI
benefits, they will adjust back. If they are right, then a new management job
market has been created.
Thursday, January 22, 2026
Conspiracy Theory Life and Politics: Fear and Joy
Conspiracy theories have always existed, but we now live in world with more conspiracy theory believers and faster conspiracy theory spread than ever before. We know some of the reasons. Social media spread credible lies fast, even faster than they spread facts. Conspiracy theories are very effective political tools that can be used by dictators to influence uneducated voters in other nations. But it is not just the internet and politics – more is at play.
To find out, we set out to examine the spread of conspiracy theories related to the COVID-19 pandemic. The main questions were what made individuals start propagating conspiracy theories and whether they would get stuck in a conspiracy theory mindset or would move on. We used data from Twitter, which was a hotbed for conspiracy theories even before it became Xified. Our evidence was solid and not very encouraging.
First, we noted that many of the conspiracy theory
spreaders were not regular people, but instead were bots programmed to
manipulate others. This is normal in social media, and we used a strong tool
for separating those from actual humans. Next, we found that regular people were
driven by fear – the greater the threat from COVID-19, the more conspiracy
theories they spouted. That included conspiracy theories saying that there was
no such thing as COVID-19, it was all a lie. Believing in such a conspiracy
theory and acting on it is exactly wrong when the infection rate is high. We
are confident that this conspiracy theory killed people.
Equally disturbing, people were encouraged to continue
propagating new conspiracy theories, or the same, by seeing their statements retweeted
by others. In other words, the joy of seeing one’s conspiracy theory of
COVID-19 becoming popular among others drove people towards more conspiracy
theorizing.
It also drove them towards a variety of conspiracy
theories, including some theories that cannot both be true. COVID-19 cannot
both be a lie designed to keep people at home and a bioweapon designed by China,
but the same people said both of these, often within a week of each other. It
is true that they generally preferred similar conspiracy theories (see the
graph above), but inconsistent conspiracy theories by the same people is a
deeply troubling behavior.
In our data, conspiracy theories look like a form of
reality denial. If the world presents people with information – real information
– that is troubling to them, they can escape into conspiracy theories.
This should concern us greatly because there are many
sources of fear, and many ways of manipulating conspiracy theories, including political
reasons. For example, does the US have an affordability problem? Let’s find a
conspiracy theory explaining it. And the conspiracy theory will distract people
from addressing the problem, allowing it to persist.

