A synthesis of what the evidence on AI evolution indicates, distilled from more than 250 episodes of Moonshots from Peter Diamandis and his Moonshot Mates. We set out to investigate three questions to guide us and our clients into the Singularity.
This is a synthesis, not an opinion piece. It draws on more than 250 episodes of Moonshots from Peter Diamandis and his Moonshot Mates, a long-running series of on-record conversations with frontier-lab leadership, investors, and innovators about where technology and work are heading.
We reviewed all of the material available, collected the recurring claims, data points, and forecasts, to distill the data needed to answer our three research questions. Figures cited are drawn from on-record statements and published forecasts; where a figure is a projection rather than a measurement, it is flagged as such.
The research is organised around three questions that will guide us in recommending next steps.
Here, an analysis of the Moonshots material against the three questions. The figures below come from statements and published forecasts; projections are marked as projections, not measurements.
The recurring pattern across the material is that roles tend to persist while the tasks inside them shift toward agents. Sourcing widens from two options (build, buy) toward four (build, buy, borrow, bot), which puts agents into the capacity model as a first-class line. Because skills decay faster, the material points to workforce planning moving from an annual exercise toward a shorter, recurring cadence, and most organisations have not yet assigned clear ownership of the shift.
The deeper change the sources describe is in what is scarce. Intelligence and software, once expensive and rationed, are becoming a commodity that is available on demand at a falling cost. When the capability to produce analysis, code, and content is abundant, the constraint moves elsewhere: to judgement, to the design of the work itself, and to how fast an organisation can put that capability to use. For Strategic Workforce Planning this reframes the core question from how many people are needed toward which capabilities to own, which to rent, and which to automate, and it shifts planning toward outcomes and capacity rather than headcount. It also raises the broader question the material returns to often: how education, institutions, and labour markets adjust when the supply of cognitive work expands faster than demand for it historically has.
On-record statements from frontier-lab leadership tend to cluster capability milestones within the second half of this decade, though estimates vary widely by source and should be read as forecasts rather than certainties. What is less speculative is the pace of capital and the physical limits around it: large sums are being committed years ahead, while energy and infrastructure are repeatedly cited as the binding constraint on how quickly that capital can be deployed.
A recurring caution in the material is that these thresholds tend to be clear only in hindsight. Because progress compounds, the point at which a capability crosses from novelty to norm is rarely obvious while it is happening, and is usually named after the fact. The practical conclusion the sources draw is to plan for the trend rather than for a date: treat the direction as reliable even where the timing is not, and assume capability tends to arrive before organisations are ready to absorb it.
At the task level, the material reports steep cost reductions where work is well defined, tapering toward zero where judgement dominates. At the skill level, the half-life of technical skills is reported to have fallen sharply, pushing value toward judgement, orchestration, and trust. The path toward more general capability is treated as directional rather than dated.
As routine cognitive work is commoditised, the sources describe value migrating to the capabilities that do not compress: judgement under uncertainty, taste, trust, and the orchestration of people and machines. The cost story compounds this, with inference and model costs reported to fall by large multiples year on year, so the economics favour organisations that move early. And because compute, energy, and talent concentrate in a few geographies, the same shift arrives on different timelines by country, which the material frames as a question of access and readiness rather than a single global event.
Each deck explores one part of the research in depth, drawn from the same source material. Read in order, they move from the global picture down to workforce-level detail.

How compute, energy, and talent concentrate across the US, China, and the EU, and what that implies for the pace of change by country.
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Where AI capital is flowing, how fast it is being committed, and the gap between infrastructure spend and workforce investment.
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How fast skills decay, which compound and which fade, and how tasks are affected across functions.
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How work gets re-sourced across build, buy, borrow, and bot, with the cost economics examined task by task.
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The synthesis: the headline numbers and their implications for workforce planning, gathered in one place.
View Presentation →Research is the input, not the conclusion. We apply the same discipline to our own work that the evidence implies for any organisation. For every tool, framework, and service, one decision: start, increase, maintain, decrease, or stop.
These are working positions, not fixed conclusions. We keep publishing the methodology and underlying summaries as the research is updated, so the basis for each one stays on the record.
The decks hold the detail and the sources. If you want to talk through what the evidence means for your organisation, our team is one call away.