BCG drew a chart of who wins from AI. Four rows have green in them. One row doesn't.
A chart, two studies, a courtroom, and a tokenizer — four stories about where the AI dividend actually flows, and who pays for it.
In this episode:
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The BCG chart: one row stays red (
02:15) — Boston Consulting Group's "AI dividend" analysis across 13 industries: consumers win in 11/13, shareholders and compute sellers win almost everywhere. Employees? Red in 9/13, with zero green cells anywhere in the table.
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The great contradiction: "nothing yet" vs. China's screens (
09:30) — NBER surveyed ~6,000 executives: 90%+ saw no measurable jobs/productivity effect. YouGov surveyed workers: only 3% lost a job to AI, 6% gained one that didn't exist before. Meanwhile on Douyin, 89 of the top 100 micro-dramas are now AI-made — up from 655 to 74,000 in a year. The flood comes sector by sector, not everywhere at once.
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€825 million for letting the algorithm fire people (
17:00) — The Netherlands' privacy regulator fined Uber for suspending/deactivating drivers via automated decisions with no human review — one of the biggest privacy fines in European history.
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Your AI bill depends on the language you speak (
23:00) — A founder ran the UN Human Rights Declaration through a tokenizer in 22 languages: German costs 27% more tokens than English, Dutch 38% more, Vietnamese 3.4x. Same meaning, very different bill.
The model announcements get the headlines. The distribution decides your life.
📱 Ping Malcolm on WhatsApp/Telegram/Signal: +43 676 6144 904 — which of your three rows is the biggest: salary, ownership, or consumption?
AI Neanderthal — AI news for humans, not robots. Same cave tomorrow.
What is AI Neanderthal by Malcolm Werchota?
AI news for humans, not robots.
Every weekday, Malcolm Werchota comes out of the cave and explains what actually happened in AI — in plain language, with the numbers checked and the hype taken out. Around ten stories a day: three explained slowly, the rest fast.
No jargon. No breathless futurism. Just what happened, what it costs, and who gets handed the bill — explained the way you would explain it to a smart friend who does not work in tech.
If you run a company, sit on a board, or simply want to understand the technology reshaping your industry, this is your daily 25 minutes. Keep the stories that touch your world.
Stay curious, stay human.