Focusing on Dario, his exact quote IIRC was "50% of all white collar jobs in 5 years" which is still a ways off, but to check his track record, his prediction on coding was only off by a month or so. If you revisit what he actually said, he didn't really say AI will replace 90% of all coders, as people widely report, he said it will be able to write 90% of all code.
And dhese days it's pretty accurate. 90% of all code, the "dark matter" of coding, is stuff like boilerplate and internal LoB CRUD apps and typical data-wrangling algorithms that Claude and Codex can one-shot all day long.
Actually replacing all those jobs however will take time. Not just to figure out adoption (e.g. AI coding workflows are very different from normal coding workflows and we're just figuring those out now), but to get the requisite compute. All AI capacity is already heavily constrained, and replacing that many jobs will require compute that won't exist for years and he, as someone scrounging for compute capacity, knows that very well.
But that just puts an upper limit on how long we have to figure out what to do with all those white collar professionals. We need to be thinking about it now.
