The Model Wars Intensify: Navigating the AI Bubble and the Timeline of Human Job Displacement

If you’ve ignored the news for the last three weeks, you’ve missed a year's worth of progress. This week, we break down the triple-threat release from Google, OpenAI, and xAI and reveal their stunning new capabilities.

In this episode:

• The New King: We analyze how Gemini 3 Pro hits record highs on the world's most challenging benchmarks.
• The Bubble Math: Hyperscalers are spending $150B+ annually on infrastructure, but is the revenue there? We discuss the "Capex Air Pocket" and whether a valuation reset is inevitable.
• The Replacement Timeline: We move past the hype to the hard numbers of displacement. We discuss the jobs most likely to be impacted, why and when.

The Takeaway: It’s no longer about who can chat the best; it’s about who can do the work.

It's all here and more on Episode 28 of the Roundtable Rethink podcast.