Those of us who were regulars at Blockbuster recall the night-and-weekend ritual of movie rentals—and the moment streaming made it obsolete. Fewer remember that Blockbuster actually sold its own demise: I bought my first Blu-Ray player there, which became my first streaming device. Blockbuster was investing in late fees and store layouts while the future of entertainment was passing right through its doors.
Today, CEOs are betting their careers on AI with the same confidence the once-great video rental giant Blockbuster had in late fees. The lesson isn’t just about missing a disruption. It’s about failing to read the signals in plain sight.
For decades, corporate leaders in every industry have misunderstood or ignored market signals like these, even when they were obvious. I’ve lived through multiple tech transformations, and the writing has never been clearer than it is with AI. If you’re ignoring these signals, you’re breaching your duty to shareholders. If you’re ignoring the signals now, you’re breaching your duty to shareholders—and unlike past waves, there won’t be time to recover.
Right now, CEOs are both bullish and anxious. Some are hiring for AI-powered roles. Others are cutting headcount in anticipation of efficiency gains. Some are doing both.
This is understandable, but it misses the bigger picture. AI isn’t just another tool to optimize today’s workflows. It’s a force multiplier that rewrites what problems are even worth solving.
Solving the wrong problem
Think about call centers in the 1990s. Companies rushed to implement call recording to improve compliance and quality. But they never asked the more important question: why are customers calling at all? The real value wasn’t better call monitoring, but using that data to eliminate the need for those calls entirely.
When businesses finally figured this out, it helped them develop self-service portals, predictive support, automated resolution, and solutions for broken processes in their customer service journey.
This mistake repeats across every major transformation. Using AI to optimize existing processes is like a timber company having lumberjacks tie chainsaws to the end of manual axes. Do that, and productivity would plummet. Teach your lumberjacks to adjust to the new tech instead, and you would modernize.
However, leaders can have a tendency to try to optimize inefficient processes with shiny new tech instead of questioning their existence. And AI exposes this flaw at scale. AI will do an amazing job of accelerating bad processes and amplifying the incompetencies of employees if not deployed thoughtfully.
The truth is stark: AI can already outperform humans at a vast number of cognitive tasks, from data analysis to pattern detection to diagnosing problems no one else sees. The winners of the next decade won’t be the companies that use AI to polish existing processes—they’ll be the ones that let AI uncover the signals human intuition misses and reimagine their operating model around them.
Half the Fortune 500 are gone … and why that matters
More than half of the Fortune 500 from the year 2000 no longer exist. Most didn’t fail because they lacked vision. They failed because leaders couldn’t interpret the signals fast enough.
We are drowning in data, while AI was born to swim in it. Blockbuster in 2007 wasn’t blind to Netflix—it was just too focused on refining the in-store experience to recognize that streaming was the only problem that mattered. That’s how incumbents die: not from lack of effort, but from solving the wrong problems at scale.
AI thrives where humans fall short, sifting through complexity, separating signal from noise, and pointing to the problems we didn’t even know we should be solving.
The billion-dollar blind spot
Consulting illustrates this perfectly. Too many projects still aim at the wrong problem from day one. Companies spend billions on “AI for AI’s sake”—automating costs, layering dashboards, building point solutions—while ignoring the harder, more important question: how does this reshape our ability to grow?
The real missed opportunity here is enormous. Most incumbent players don’t want to change. AI can already analyze how companies find, win, and keep customers, flagging where performance is breaking down and where investments are hitting diminishing returns. It suggests pivots before competitors catch on. Yet, most conversations with CEOs still revolve around workforce reduction. This misses the point entirely.
Stop pretending. Start building
History moves faster than we remember. The Wright Brothers’ first flight to the Moon landing took just 60 years. Apple’s “1984” ad to global e-commerce? Barely a decade. Netflix launched streaming in 2007. By 2010, Blockbuster was gone.
The adoption curve for AI will be even faster. The only CEOs who will thrive are those building with AI at the core of their business, not those treating it as a bolt-on efficiency tool. And this isn’t just about technology. The thinking matters. The teams you bring with you matter. The urgency matters.
AI isn’t a shiny tool—it’s a signal detector in a world where signal blindness kills companies. Ignore it, and you risk building your own obsolescence. Embrace it, and you give your company the only real advantage that matters: the ability to see what others can’t, and act on it before it’s too late.
The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.
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Homebuyers may experience a reprieve in 2026 as price normalization and an increase in home sales over the next year will take some pressure off the market—but don’t expect homebuying to be affordable in the short run for Gen Z and young families.
The “Great Housing Reset” will start next year, with income growth outpacing home-price growth for a prolonged period for the first time since the Great Recession era, according to a Redfin report released this week.
The residential real estate brokerage sees mortgage rates in the low-6% range, down from down from the 2025 average of 6.6%; a median home sales price increase of just 1%, down from 2% this year; and monthly housing payments growth that will lag behind wage growth, which will remain steady at 4%.
These trends toward increased affordability will likely bring back some house hunters to the market, but many Gen Zers and young families will opt for nontraditional living situations, according to the report.
More adult children will be living with their parents, as households continue to shift further away from a nuclear family structure, Redfin predicted.
“Picture a garage that’s converted into a second primary suite for adult children moving back in with their parents,” the report’s authors wrote. “Redfin agents in places like Los Angeles and Nashville say more homeowners are planning to tailor their homes to share with extended family.”
Gen Z and millennial homeownership rates plateaued last year, with no improvement expected. Just over one-quarter of Gen Zers owned their home in 2024, while the rate for millennial owners was 54.9% in the same year.
Meanwhile, about 6% of Americans who struggled to afford housing as of mid-2025 moved back in with their parents, while another 6% moved in with roommates. Both trends are expected to increase in 2026, according to the report.
Obstacles to home affordability
Despite factors that could increase affordability for prospective homebuyers, C. Scott Schwefel, a real estate attorney at Shipman, Shaiken & Schwefel, LLC, told Fortune that income growth and home-price growth are just a few keys to sustainable homeownership.
An improved income-to-price ratio is welcome, but unless tax bills stabilize, many households may not experience a net relief, Schwefel said.
“Prospective buyers need to recognize that affordability is not just price versus income…it’s price, mortgage rate and the annual bill for living in a place—and that bill includes property taxes,” he added.
In November, voters—especially young ones—showed lowering housing costs is their priority, the report said. But they also face high sale prices and mortgage rates, inflated insurance premiums, and potential utility costs hikes due to a data center construction boom that’s driving up energy bills. The report’s authors expect there to be a bipartisan push to help remedy the housing affordability crisis.
Still, an affordable housing market for first-time home buyers and young families still may be far away.
“The U.S. housing market should be considered moving from frozen to thawing,” Sergio Altomare, CEO of Hearthfire Holdings, a real estate private equity and development company, told Fortune.
“Prices aren’t surging, but they’re no longer falling,” he added. “We are beginning to unlock some activity that’s been trapped for a couple of years.”
Nvidia CEO Jensen Huang doesn’t foresee a sudden spike of AI-related layoffs, but that doesn’t mean the technology won’t drastically change the job market—or even create new roles like robot tailors.
The jobs that will be the most resistant to AI’s creeping effect will be those that consist of more than just routine tasks, Huang said during an interview with podcast host Joe Rogan this week.
“If your job is just to chop vegetables, Cuisinart’s gonna replace you,” Huang said.
On the other hand, some jobs, such as radiologists, may be safe because their role isn’t just about taking scans, but rather interpreting those images to diagnose people.
“The image studying is simply a task in service of diagnosing the disease,” he said.
Huang allowed that some jobs will indeed go away, although he stopped short of using the drastic language from others like Geoffrey Hinton a.k.a. “the Godfather of AI” and Anthropic CEO Dario Amodei, both of whom have previously predicted massive unemployment thanks to the improvement of AI tools.
Yet, the potential, AI-dominated job market Huang imagines may also add some new jobs, he theorized. This includes the possibility that there will be a newfound demand for technicians to help build and maintain future AI assistants, Huang said, but also other industries that are harder to imagine.
“You’re gonna have robot apparel, so a whole industry of—isn’t that right? Because I want my robot to look different than your robot,” Huang said. “So you’re gonna have a whole apparel industry for robots.”
The idea of AI-powered robots dominating jobs once held by humans may sound like science fiction, and yet some of the world’s most important tech companies are already trying to make it a reality.
Tesla CEO Elon Musk has made the company’s Optimus robot a central tenet of its future business strategy. Just last month, Musk predicted money will no longer exist in the future and work will be optional within the next 10 to 20 years thanks to a fully fledged robotic workforce.
AI is also advancing so rapidly that it already has the potential to replace millions of jobs. AI can adequately complete work equating to about 12% of U.S. jobs, according to a Massachusetts Institute of Technology (MIT) report from last month. This represents about 151 million workers representing more than $1 trillion in pay, which is on the hook thanks to potential AI disruption, according to the study.
Even Huang’s potentially new job of AI robot clothesmaker may not last. When asked by Rogan whether robots could eventually make apparel for other robots, Huang replied: “Eventually. And then there’ll be something else.”
After two decades of climbing the corporate ladder at companies ranging from ABC, ESPN, and Charter Communications (commonly known as Spectrum), Timm Chiusano quit it all to become a content creator.
He wasn’t just walking away from high titles, but a high salary, too. In his peak years, Chiusano made $600,000 to $800,000 annually. But in June of 2024, after giving a 12-week notice, he “responsibility fired himself” from his corporate job as VP of production and creative services at Charter.
He did it all to help others navigate the challenges of a workplace, and appreciate the most mundane parts of life on TikTok.
most people are posting their 2024 recaps; these are a few of my favorite moments from the year that was, but i need to start reintroducing myself too i dont have a college degree, no one in my life knew that until i was 35 when i eventually got my foot in the door in my early 20’s after a few years of substitute teaching and part time jobs, i thought for sure i had found the career path of my dreams in live sports production i didn’t think i had a chance of surviving that first college football season but i busted my ass, stuck around and got promoted 5 times in 5 years then i met a girl in Las Vegas, got married in 7 months, and freaked out about my career that had me travelling 36 weeks a year i had to find a more stable “desk job”, i was scared shitless that i was pigeonholed and the travel would eventually destroy my marriage i crafted a narative for espn arguing they needed me on their marketing team because of my unique perspective coming from the production side i got rejected, but kept trying and a year i got that job the 7 years with espn were incredible, but also exhausting and raised all kinds of questions about corporate america, toxic situations, and capitalism in general why was i borderline heart attack stressed so often when i could see that my ideas were literally generating 2,000 times the money that i was getting paid? in 2012 i had a kid and in 2013 i got the biggest job of my career to reinvent how to produce 20,000 commercials a year for small business it took 12 rounds of interviews, a drug test i somehow passed, and a background check that finally made me tell my wife of 8 years that i didnt have a college degree they brought me in the thursday before my first day and told me what i told grace in that clip the next decade was an insane blur; i saw everything one would ever see in their career from the perspective of an executive at a fortune 100 i started making tiktoks, kinda blacked out at some point in 2019 and responsibly fired myself in 2024 to see what i might be capable of on my own with all the skills i picked up along my career journey now the mission is pay what i know forward, and see if i can become the mr rogers of corporate america cc: @grace beverley @Ryan Holiday @Subway Oracle
What started as short-video vlogs on just about anything in 2020 (reviews on protein bars, sushi, and sneakers) later transitioned to videos on growing up, and dealing with life’s challenges, like coming to terms when you have a toxic boss. Today, his platform on TikTok has over 1 million followers.
With the help of going viral from his “loop” format where videos end and seamlessly circle back to the beginning, he began making more videos as a side-hustle on top of his day-to-day tasks in the office.
“How can I get people to be smarter and more comfortable about their careers in ways that are gonna help on a day-to-day basis?” Chiusano told Fortune.
Today, he could go by many titles: former vice president at a Fortune 100 company, motivational speaker, dad, content creator, or as he labels himself, the Mister Rogers of Corporate America.
Just as the late public television icon helped kids navigate the complexities of childhood, Chiusano wants to help young adults think about how to approach their careers and their potential to make an impact.
“Mister Rogers is the greatest of all time in his space. I will never get to that level of impact. But it’s an easy way to describe what I’m trying to do, and it consistently gives me a goal to strive for,” he said. “There are some parallels here with the quirkiness.”
Firing himself after 25 years in the corporate world
Even with years in corporate, Chiusano doesn’t resemble the look of a typical buttoned-up executive. Today, he has more of a relaxed Brooklyn dad attire, with a sleeve of tattoos and a confidence to blend in with any trendy middle aged man in Soho. During our interview, he showed off one of the first tattoos he got: two businessmen shaking hands, a reference to Radiohead’s OK Computer album.
“This is a dope ass Monday in your 40s,” began one of his videos.
It consisted of Chiusano doing everyday things such as eating leftovers, going to the gym, training for the NYC marathon, taking out the trash, dropping his daughter off at school, a rehearsal for a Ted Talk, eating lunch with his wife, and brand deal meetings. Though the content sounds pretty normal, that’s the point.
“The reason why I fired myself in the first place was to be here,” he says in the video while picking his daughter up from school.
Today, Chiusano spends his days making content on navigating workplace culture, public speaking, brand deals, brand partnerships, executive coaching, writing a book, and the most important job: being a dad to his 13-year-old daughter Evelyn.
“I’m basically flat [in salary] to where I was, and this is everything I could ever want in the world,” he said. “The ability to send my kid to the school she’s been going to, eat sushi takeout almost as much as I’d like, and do nice things for my wife.”
In fact, when sitting inside one of his favorite New York City spots, Lure Fishbar, he keeps getting stopped by regulars who know him by name. He points out that one of his favorite interviews he filmed here was with legendary filmmaker Ken Burns.
Advice to Gen Z
In a time where Gen Z has been steering to more unconventional paths, like content creation or skill trades rather than just a 9-to-5 office job, Chiusano opens up a lens to what life looks like when deciding to be present rather than always looking for what’s next—a mistake he said he made in his 20s.
Instead, he wants to teach the younger generation to build skills for as long as you can, but “if you are unhappy, that’s a very different conversation.”
“I think some people will make themselves more unhappy because they feel like that’s what’s expected of a situation,” he said.
“I would love to be able to empower your generation more, to be like somebody’s gonna have to be the head of HR at that super random company to put cool standards and practices in place for better work-life balance for the employees.”
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