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1/ Skill-biased technical change is dead. @karpathy shows what its successor looks like: measurability-biased technical change. The fault line is no longer how educated you are. It’s whether your output can be measured. If it can, it will be industrialized. No exceptions.

2/ What’s exposed isn’t “strategy” or “research.” It’s the measurable execution bundled inside those roles — the drafts, the models, the analyses. The economy built a wage premium around that bundle. AI unbundles it.

3/ What survives is the non-measurable core: defining intent, navigating genuine uncertainty, verifying agentic work, and absorbing liability. The question for every knowledge worker is simple: strip away the execution layer, and what’s left? That’s your moat. Or your problem.

4/ We mapped the economics. Playbook included. Because what’s coming is not the end of human relevance. It’s a forced migration—from doing to steering, from executing to verifying, from producing answers to underwriting their consequences.
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