Writing

AI in Business Part 2

The Same Answer

A first-year and a twenty-year veteran can now get the same answer to the same question in the same four seconds. That was supposed to make the specialist cheap. Instead it made knowing when the answer is wrong the entire job.

For the first time a first-year analyst and a twenty-year partner at the same consulting firm can ask the same question and get the same answer in the same four seconds. That is knowledge equality, and it is real. It was supposed to make the partner cheap.

FIRST-YEAR ANALYSTThe same questionThe same answerin the same four secondsTWENTY-YEAR PARTNERThe same questionThe same answerin the same four seconds=

A software company gave 5,172 customer-support agents a language-model assistant in waves so researchers could watch what changed. Productivity rose 15% on average, 30% for the least experienced, and barely moved for the most experienced. The authors’ description of the mechanism is exact: the tool was capturing and disseminating the behaviors of the most productive agents. 453 professionals doing writing tasks from their own occupations produced better work faster, and the gap between the weakest and strongest narrowed.

Productivity gain from an AI assistant, by agent experience Horizontal bar chart. Least experienced agents gained 30 percent. All agents averaged 15 percent. The most experienced agents gained approximately nothing. Least experienced All agents Most experienced +30% +15% ≈ 0
Fig. 1 Change in issues resolved per hour after 5,172 customer-support agents were given a generative-AI assistant. The gain was concentrated among the least experienced; the most experienced saw a small gain in speed and a small decline in quality. Brynjolfsson, Li & Raymond, Quarterly Journal of Economics, 2025.

So the premise of the fear holds. Producing a competent answer used to be a skill; it is now a utility. It comes out of the wall, and who you are no longer decides whether you get it.

Now measure the same tools from the other end.

USED TO BEA competent answera skillNOWA competent answera utility: who you are nolonger decides whether youget it

758 consultants at BCG were given tasks the researchers had chosen to sit inside what the model could do, and produced work graded 40% higher. They were also given one chosen to sit outside it. It looked exactly like the others. The answer required reading interview notes against a spreadsheet of financials, and the model’s confident version was wrong. With AI the consultants were 19 percentage points less likely to get it right than the consultants working alone. Same people, same tool, opposite result. The researchers called the boundary jagged. Nothing on the surface of an answer tells you which side of it you are on.

In Kenya 640 small-business owners were randomized to a standard business guide or a GPT-4 mentor over WhatsApp and followed for five months. Across all 640 the mentor made no measurable difference. That average was hiding two opposite results: the owners already doing well gained about 15%, and the owners doing badly lost nearly 10%. The researchers checked whether the groups had asked different questions or received different advice. They hadn’t. The difference was which parts of the same answer they chose to act on.

Same tool, opposite result Two diverging bar charts around a shared zero line. BCG consultants with GPT-4: inside the frontier, quality rose 40 percent; outside the frontier, correct solutions fell 19 percentage points. Kenyan entrepreneurs with a GPT-4 mentor: high performers at baseline gained about 15 percent in revenue and profit; low performers lost nearly 10 percent. 758 BCG CONSULTANTS, WITH GPT-4 Task inside the frontier Task outside the frontier +40% quality −19 pts correct 640 KENYAN ENTREPRENEURS, WITH A GPT-4 MENTOR High performers at baseline Low performers at baseline +15% revenue & profit −10% revenue & profit 0
Fig. 2 The same tool handed to the same kind of people and measured from both ends. Units differ between rows; the direction is the point. Dell'Acqua et al., Harvard Business School, 2023. Otis, Clarke, Delecourt, Holtz & Koning, Management Science, 2026.

That is what knowledge equality does not equalize. Access to the answer was made equal. The ability to tell whether it is right was not; it was amplified. The tool multiplies whatever you bring to it. If what you bring is the inability to tell a good answer from a plausible one, it gives you more plausible answers faster and in better prose.

MADE EQUALAccess to theanswerAMPLIFIEDThe ability to tellwhether it is rightThe tool multiplies whateveryou bring to it.≠

The failure mode is new. We have always read fluency as evidence of knowledge, and it was a fair proxy: speaking clearly about a subject in its own vocabulary took the years of actually learning it. The manner was expensive, and the expense was the signal. It is now free. The commoditized answer arrives fluent whether or not anything behind it is right. Sounding like someone who knows has come apart from knowing, and the only test left is whether the thing is true.

Fluency used to signal correctness. It no longer does. Two panels of six answers each. In each panel the top row shows fluency as bar height, visible to anyone, and the bottom row shows correctness as a tick or a cross, visible only to a specialist. Before: the fluent answers are the correct ones and the hesitant answers are the wrong ones, so the visible row predicts the hidden row. Now: every answer is equally fluent while the same mix of right and wrong sits underneath, so the visible row predicts nothing. BEFORE NOW Fluency: visible to anyone Fluency: visible to anyone Correctness: visible to a specialist Correctness: visible to a specialist The wrong ones looked wrong. Same mix. The surface tells you nothing.
Fig. 3 Why the new errors are invisible. Fluency was a usable signal because it was expensive to fake and tended to travel with competence. The commoditized answer is fluent whether or not it is right, so the only signal left is correctness itself, and reading that takes the field.

In 2023 two New York lawyers filed a federal brief citing six cases that did not exist. ChatGPT had produced them: names, docket numbers, judges, quotations, internal citations to other cases that also did not exist. One lawyer grew uneasy and asked the tool whether the cases were real. It said they were. The judge fined them $5,000. The part worth dwelling on is who noticed: opposing counsel went to look them up and could not find them. The brief was invisible as an error to everyone who did not already know the field, and visible in an afternoon to someone who did.

ChatGPT produced six cases that did not existnames, docket numbers, judges, quotationsTwo New York lawyers filed themin a federal briefOpposing counsel went to look them upand could not find themThe judge fined the lawyers $5,000

A second effect makes the first worse. Access to knowledge feels like possession of it. In nine experiments people looked up an explanation online for something like how a zipper works, then rated themselves as knowing more about unrelated subjects they had not looked up at all. That was a search box. Last year 16 experienced open-source developers were randomized task by task to work with or without AI tools, on repositories they had each spent about five years in. With the tools they were 19% slower. Afterwards they believed they had been 20% faster. The commoditization is of the median and not the tail, and even the tail could not feel it.

Why does the tail hold? Hayek answered this in 1945. There is knowledge that can be written down and sent to a central authority, and there is what he called knowledge of the particular circumstances of time and place: what the person on the spot knows about this machine, this customer, this shipment. It never gets written down, so it cannot be centralized, and his point was that it is the kind that decides. AI is the most complete centralization of written knowledge anyone has built, and by construction it holds every kind except that one.

“Knowledge of the particular circumstancesof time and placeHayek, 1945What the person on the spot knows about this machine, thiscustomer, this shipment. It cannot be centralized.

Call them universal facts and scenario facts. A universal fact is true everywhere and stays true: the boiling point of water, the statute of limitations, the standard dose. That is what the models were trained on, and it is exactly why it could be centralized. A scenario fact is true here and now and may not be by the afternoon: this patient’s potassium this morning, this site after last week’s rain. It has to be gathered by someone present. The universal fact tells you what is usually true; the scenario fact tells you whether usually applies today.

Two kinds of knowledge Two columns of three stacked boxes. Left, labelled universal facts: the fact, the procedure, the competent draft; the boxes are greyed and dashed, with the footer commoditized, the same answer for everyone. Right, labelled scenario facts: which rule does not apply here, what this patient, site or codebase is like, whose name is on it; the boxes are solid, with the footer amplified, an opinion conditioned on this case. UNIVERSAL FACTS SCENARIO FACTS The fact true everywhere, does not expire The procedure how it is usually done The competent draft fluent, plausible, instant Commoditized. The same answer for everyone. Which rule does not apply here the exception, and why it is one This patient, this site, this code true here and now, gathered in the room Whose name is on it who bears the consequence Amplified. An opinion, conditioned on this case.
Fig. 4 What the tool commoditized and what it did not. Left: universal facts, the written record centralized at last. Right: scenario facts, what Hayek called knowledge of the particular circumstances of time and place. It is the kind that decides. After Hayek, “The Use of Knowledge in Society,” 1945.

Polanyi put it in seven words: we know more than we can tell. Nobody pays for the general case anymore; it is on the wall. They pay for an answer run through the particulars and returned as an opinion: do this and not that, here and now, and here is why. Most of the conditions are not in the prompt, because the person who would have to type them is the person who does not know they matter.

“We know more than we can tell.Polanyi, in seven wordsMost of the conditions are not in the prompt.

Radiology ran the experiment in public with the most credible forecaster available.

In 2016 Geoffrey Hinton told an audience in Toronto that people should stop training radiologists now. It was “completely obvious” that within five years deep learning would do the job better. Ten years on, radiology has adopted more of the tool than any other field. The FDA has cleared 1,451 AI-enabled medical devices; 1,104 of them are radiology, or 76%. And there are more radiologists, not fewer. Mayo Clinic’s radiology staff has grown 55% since the forecast, to more than 400. This year’s residency match offered 1,478 radiology positions, the most ever, up from 1,412. Roughly 4,300 radiologist jobs sat open this spring, and the benchmark time to fill one is about four months. Hinton has since told the Times he spoke too broadly.

Radiology, 2016 to 2026 A timeline from 2016 to 2026. At the left, Geoffrey Hinton's 2016 remark that people should stop training radiologists. At the right, three figures from 2026: 1,104 FDA-cleared AI devices for radiology, 76 percent of all AI-enabled medical devices; Mayo Clinic radiologist headcount up 55 percent since 2016; and 1,478 radiology residency positions offered, the most ever. 2016 2026 “People should stop training radiologists now.” Geoffrey Hinton, Toronto, October 2016 1,104 FDA-cleared AI devices for radiology: 76% of all AI medical devices +55% Mayo Clinic radiologists since 2016, to more than 400 1,478 residency positions offered in the 2026 Match, the most ever
Fig. 5 The field that was told to stop and where it stands ten years later. FDA AI-enabled device list through December 2025; The New York Times, May 2025; National Resident Matching Program, 2026.

What happened is what the studies predict. The algorithms took the median read: the normal chest film, the clean scan, the fracture where a fracture usually is. Each of the 1,104 produces a flag, and each flag has to be turned into a decision by someone who knows whether it is the patient’s problem or the algorithm’s, who can see that the shadow is the surgery from 2019 and not a mass, and whose name goes on the report. The algorithm cannot be asked why. It cannot be sued. The specialist’s job did not shrink to what the tool left behind; it moved to the point where the tool’s answer meets the particular case, and that turns out to be the whole job.

The algorithmproduces aflagit took themedian readSomeone turnsthe flag intoa decisionthe patient’sproblem, or thealgorithm’s?Their namegoes on thereport

So here is what I think a skill is now. It is narrower than the word used to be.

It is the ability to tell the right answer from the plausible one in one domain. You can only build that by having been wrong in that domain many times. There is no general detector for plausible-but-wrong: the New York lawyers had a general education, and opposing counsel had read a great many real cases.

WHAT A SKILL IS NOWTelling the right answer from the plausible onein one domainComing back with an opinion rather than a summaryBeing the person who signs

It is reading how the general answer bends under this history and these constraints at this moment, and coming back with an opinion rather than a summary. That part of a field never made it into writing because it lives in the gap between the rule and the case in front of you.

WHAT A SKILL IS NOWTelling the right answer from the plausible onein one domainComing back with an opinion rather than a summaryhow the general answer bends under this history and theseconstraintsBeing the person who signs

And it is being the person who signs: the radiologist’s report, the engineer’s stamp, the lawyer’s name on the brief. The rule the New York lawyers were sanctioned under exists because someone has to have vouched. A tool cannot vouch, and the reason is not a gap in its capabilities. Vouching means bearing the consequence.

WHAT A SKILL IS NOWTelling the right answer from the plausible onein one domainComing back with an opinion rather than a summaryBeing the person who signsthe radiologist’s report, the engineer’s stamp, the lawyer’sname on the brief

None of the three is general. Each is judgment about something. The last essay argued that judgment is what remains once the procedure is automated. This one adds that judgment does not transfer. You cannot spot an invented case unless you have read a great many real ones.

Intelligence became equitable. Being right about something in particular did not. Everyone can get the same answer now and it costs less than it ever has. What the specialist was worth did not fall with the price. It concentrated in the one place the same answer cannot reach: the person who knows how it bends here, who can tell when it is the wrong one, and who will put their name under it. The way to become that person has not changed: years in a single field, until its nuance is as familiar to you as the general answer is to everyone else.

BECAME EQUITABLEIntelligenceeveryone can get the sameanswer, and it costs lessthan it ever hasDID NOTBeing right aboutsomething in particularyears in a single field≠

Sources

  1. 5,172 customer-support agents, rollout in fall 2020 and winter 2021; productivity +15% on average and +30% for the least experienced; the most experienced saw small gains in speed and small declines in quality; generative AI “capturing and disseminating the behaviors of the most productive agents.” Brynjolfsson, Li & Raymond, “Generative AI at Work,” Quarterly Journal of Economics 140(2), 2025. The 2023 NBER working paper reported 5,179 agents, +14% and +34%. academic.oup.com
  2. 453 college-educated professionals on occupation-specific writing tasks; time −40%, quality +18%; “inequality between workers decreased” as ChatGPT compressed the productivity distribution by benefiting lower-ability workers more. Noy & Zhang, Science 381, 2023. science.org
  3. 758 BCG consultants, preregistered field experiment; inside the frontier, quality +40%; on a task selected to be outside it, 19 percentage points less likely to produce a correct solution. Dell’Acqua et al., “Navigating the Jagged Technological Frontier,” Harvard Business School WP 24-013, 2023. ssrn.com
  4. 640 Kenyan entrepreneurs, five-month RCT; no average effect; high performers at baseline benefited by over 15%, low performers did nearly 10% worse; the difference came from which advice they chose to implement, not from the questions asked or advice received. Otis, Clarke, Delecourt, Holtz & Koning, Management Science, 2026. doi.org
  5. Six non-existent cases with fabricated quotations and internal citations; ChatGPT affirmed they were real when asked; $5,000 sanction under Rule 11. Mata v. Avianca, Inc., 678 F. Supp. 3d 443 (S.D.N.Y. June 22, 2023). law.berkeley.edu
  6. Nine experiments; searching the internet for explanations raised self-assessed knowledge of unrelated topics and led participants to pick more active fMRI images as their own brains. Fisher, Goddu & Keil, “Searching for explanations: How the Internet inflates estimates of internal knowledge,” Journal of Experimental Psychology: General 144(3), 2015. pubmed.ncbi.nlm.nih.gov
  7. 16 experienced open-source developers, 246 tasks, randomized; 19% slower with AI tools; expected +24% beforehand and believed +20% afterwards. METR, “Measuring the Impact of Early-2025 AI on Experienced Open-Source Developer Productivity,” July 2025. metr.org
  8. “Knowledge of the particular circumstances of time and place” as the kind that cannot be centralized. F. A. Hayek, “The Use of Knowledge in Society,” American Economic Review 35(4), 1945. econlib.org
  9. “We know more than we can tell.” Michael Polanyi, The Tacit Dimension, 1966. Its bearing on which tasks resist automation: Autor, “Polanyi’s Paradox and the Shape of Employment Growth,” NBER WP 20485, 2014. nber.org
  10. Hinton, Creative Destruction Lab conference, Toronto, October 27, 2016: “People should stop training radiologists now. It’s just completely obvious that within five years deep learning is going to do better than radiologists.” Mayo Clinic radiology staff +55% since 2016, to more than 400; Hinton told the Times he had spoken “too broadly.” Lohr, “Your A.I. Radiologist Will Not Be With You Soon,” The New York Times, May 14, 2025. nytimes.com
  11. 1,451 AI-enabled medical devices authorized through December 2025; 1,104 (76%) in radiology. U.S. FDA, Artificial Intelligence-Enabled Medical Devices list, as reported by The Imaging Wire, March 2026. theimagingwire.com
  12. 2026 Match: 1,478 radiology positions offered (1,412 in 2025); diagnostic radiology 1,241 (1,132 in 2022); fill rate 97.6%. NRMP data via Radiology Business, March 2026. radiologybusiness.com
  13. 4,333 active radiologist job postings across 18 platforms as of March 2026; 130 days average to fill a radiology position (AAPPR 2024 benchmark). RadBoard, 2026 US Radiology Job Market Report. radboard.io

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