Technology

This would be devastating because factory workers and truck drivers make up like 30% of the US workforce

This figure keeps getting thrown around and it is completely wrong. From the BLS, out of the 159 million non-farm workers in the US, only 1.47 million (less than 1%) work in 'Truck transportation', and not all of those individuals are 'truck drivers'. And, while 'factory workers' is very vague, the entire manufacturing sector - which includes far more people than just 'factory workers' - employs 12.6 million (7.9%).

The entire trucking and manufacturing sectors don't even amount to 9% of the US workforce, let alone just 'factory workers and truck drivers'.

Source: https://www.bls.gov/news.release/empsit.t17.htm

Yes, precisely. It's not AI we need to be afraid of, but rather the same old capitalists that now have one more tool to ride the world into the ground in the name of greed.

This is exactly how I feel. I’m not even opposed to automation of these tasks on a fundamental level like some people might be. I just fear the transition won’t be thought out at all and will be devastating for the working class. The last time we had sudden automation of this scale was the Industrial Revolution which completely reshaped western society and was very bad for those who lived through it despite the eventual high modern standard of living it produced. I think this may end up going similarly.

I have seen a similar curve in software development - 18 months ago it was highly debatable whether application of AI tools was a net-positive or not. 12 months ago the rate of improvement was very clear and the net-positive wasn't much of a question anymore. Today, the net positive contributions of LLM agents to software development and maintenance are undeniable, and as you say - there seems to be some plateauing, maybe - it's hard to tell.

Where I think things are going to continue to "improve" at a slower pace is application of the LLM agents to do better software development and maintenance. I've seen more serious Linux kernel bugs discovered - and patched - in the past 6 months than in the previous 5 years. That's a shift in the landscape, the older OSs aren't as secure for as long as they used to be, but once we're through this transition the newer OS versions should be significantly more secure than before - getting all the old stuff updated is going to be a painful transition.

Some of the continuing improvement is in using LLM agents to build better software building tools - as those come online and start to shed their sloppiness, they should genuinely accelerate a lot of aspects of software development. They'll never accelerate the process of extracting from users just what it is they need, but the turn around from having a product idea to having a product to try continues to shorten - as it has been shortening for 60+ years - but LLM agents have resulted in a significant speedup compared to previous progress.

I’m not worried about a rogue AI unleashing some bioweapon or launching a nuclear attack.

(In Yoda delivery) You should be. We all should be, not because AI will do it autonomously, or in retrospect unexpectedly, but because careless people may let this happen through AI where we have prevented it from happening up to this point.

This feels like the kind of narrative that OP is asking about. Everything that you've said sounds kind of sane and plausible, but it's not really borne out by the reality.

I think a realistic case for that is that the AI tools that come out in the next few years will be good enough to do a fair amount of white-collar work

That's just not what I've seen. I'd love to be able to automate the work of my white-collar team, but everything that we have seen thus far just seems incapable of providing any significant improvement. Software providers in our industry have implemented some gen AI tools, and even the sales reps for those providers are very wary of them. They've been able to reliably automate some elements of jobs, but it's an incremental improvement over the previous automation and it didn't consume a significant amount of time anyway.

There's absolutely no evidence that gen AI will have a significant impact on my white-collar industry. In fact, the evidence presently available indicates that this generation of AI does not have the capability to impact our industry.

other types of AI are already enabling robotic automation of factories and in the near-ish future might make self-driving truck fleets practical.

This is really the same story. Factories have been being automated since the industrial revolution. Self driving tech has been a year away for the last 10 years.

The AI itself doesn't need self-awareness to kill us all. It just needs an idiot with too much money and even less self-awareness controlling it. We are already headed towards disaster in the US. https://themildtake.com/articles/2026-06-05-priced-for-rescue/