The speaker thinks AI replicability is probably the biggest factor beyond macroeconomic effects, while allowing that human firms' emphasis on coherent vision and culture may partly reflect incentive problems.

“yeah i agree that's a bigger deal at the same time i would point out that like part of the reason why it's important to have like a coherent vision and culture and so on and human companies might be that there's incentive problems exist otherwise like i mean i wouldn't rule that out but i agree that the like aside from the overall macroeconomic thing i think the fact that they can be replicated is probably the biggest That's deal”