The View from 2035 | Azeem Azhar & Vinod Khosla

The future of the global economy toward 2035 hinges on the convergence of nearly free intelligence and abundant energy. As AI agents reach parity with human expertise across diverse professions, the resulting productivity gains will likely trigger a significant shift in economic growth rates. While energy infrastructure currently acts as a gating factor, discontinuous breakthroughs in high-temperature superconductors could resolve these physical constraints. Unlike previous technological transitions, the current AI revolution is driven by a massive, immediate demand pool from both enterprises and consumers, suggesting a rapid adoption cycle. Large, established corporations face existential risks if they prioritize marginal efficiency gains over fundamental reinvention. Ultimately, the transition toward an AI-centric world necessitates a new social contract to manage labor disruption, as capital increasingly dominates national income shares while traditional job categories undergo radical transformation.