01 / ThesisLiving document · Vol. 01
The Migration Thesis
AI strips the repeatable work.
The edges still pay.
The repeatable middle gets compressed. What stays human: judgment when situations are unclear, the trust that holds client relationships, and the stitch across multiple systems. Organizations that move up to those edges win. The rest get compressed.
ServiceNow’s CX Shift study (34,000 voices, 2026) confirms the gap: 50% of customers cite lack of empathy as their top frustration. Only 16% of organizations report meaningful AI progress on emotional connection. The data says what the thesis says.
Every field I touch is splitting into two piles. One pile gets automated to near-zero in eighteen months. The other pile gets more valuable because the work that surrounded it just disappeared.
This is not a prediction document. It is a lens. Updated as the work surfaces new signal across SN, AI tooling, and the operator stack.
Last update · 2026-04-30