Back to all essays
George's Takes

The Great Sorting: How AI Divides Workers into Creators and Commodities

·9 min read
George Pu
George Pu$10M+ Portfolio

27 · Toronto · Building businesses to own for 30+ years

The Great Sorting: How AI Divides Workers into Creators and Commodities

AI isn't coming for your job. It's coming for your lack of original thinking.

The panic about AI replacing workers misses the real story. AI isn't eliminating roles—it's revealing which people in those roles were already commoditized.

The great sorting is happening now. On one side: people who use AI to amplify original thinking. On the other: people who get replaced because they were already doing work that AI can do better.

Here's why most career advice about AI is wrong, and how to end up on the right side of the divide.

The False Binary of Human vs. AI

The mainstream narrative:

  • AI vs. Human jobs
  • Automation replacing workers
  • Technology eliminating entire professions
  • Universal Basic Income as inevitable solution

The actual reality:

  • AI amplifies some humans while replacing others
  • Automation eliminates routine work, not creative work
  • Technology transforms professions rather than eliminating them
  • Value creation becomes more important than task completion

The difference: Instead of humans vs. machines, it's humans+AI vs. humans-without-AI vs. AI-alone.

The Three Categories Emerging

Category 1: Humans + AI (The Winners)

  • Original thinkers who use AI as leverage
  • People who direct AI toward novel solutions
  • Workers who combine human judgment with AI capability
  • Professionals who create value AI can't replicate

Category 2: Humans Without AI (The Strugglers)

  • People who resist AI integration
  • Workers competing on purely human capabilities
  • Professionals who think AI doesn't apply to their domain
  • Anyone trying to out-execute AI at routine tasks

Category 3: AI Alone (The Automation)

  • Routine tasks with clear inputs and outputs
  • Predictable processes following established patterns
  • Work that doesn't require human judgment or creativity
  • Functions that benefit from consistency over innovation

The sorting: Category 1 thrives, Category 2 struggles, Category 3 disappears.

The Commodity vs. Creator Test

How to tell which category you're in:

The Substitution Test

Ask yourself: If someone gave AI all your training, experience, and context, could it do your job?

Commodity signals:

  • Your work follows established patterns and procedures
  • Success means executing known processes efficiently
  • Value comes from consistency and reliability
  • Decisions are based on clear rules and precedents

Creator signals:

  • Your work requires novel solutions to unique problems
  • Success means finding approaches that haven't been tried
  • Value comes from insight and original thinking
  • Decisions require judgment under uncertainty

The Basketball Game Problem (Extended)

The original problem: 10,000 people ask Claude to build a basketball game. Result: 10,000 nearly identical games competing on minor UI differences.

The deeper problem: This pattern applies to every profession.

Marketing example:

  • 10,000 marketers ask AI to create social media campaigns
  • Result: Nearly identical content strategies with minor variations
  • Differentiation based on execution quality, not strategic insight

Consulting example:

  • 10,000 consultants ask AI to analyze business problems
  • Result: Similar frameworks and recommendations across different firms
  • Value proposition becomes implementation speed, not unique perspective
  • 10,000 lawyers ask AI to draft contracts or research precedents
  • Result: Standardized legal work with minimal human value-add
  • Differentiation based on price and turnaround time, not legal strategy

The pattern: Any work that can be prompted into existence becomes commoditized instantly.

The Original Thinking Premium

What creates lasting value in AI era:

Contrarian Insights

  • Perspectives that go against conventional wisdom
  • Approaches that contradict AI training data
  • Solutions that seem wrong but prove right

Taste and Curation

  • Judgment about what matters vs. what doesn't
  • Ability to select best options from AI-generated alternatives
  • Aesthetic and functional sensibilities that can't be programmed

Context and Relationships

  • Understanding specific situations that don't generalize
  • Human connections and trust that AI can't replicate
  • Cultural and emotional intelligence in business contexts

Accountability and Ownership

  • Willingness to be responsible for outcomes
  • Personal investment in long-term success
  • Leadership through uncertainty and ambiguity

The Career Identity Crisis

The deeper problem isn't job displacement—it's identity dissolution.

The Single-Skill Trap

How most people think about careers:

  • "I am a [job title]"
  • Success = becoming better at that one thing
  • Career advancement = more responsibility in same domain
  • Identity = professional specialization

Why this becomes fragile:

  • AI makes skill-based identity vulnerable
  • Economic value of single skills decreases rapidly
  • Career paths based on expertise depth become obsolete
  • Professional identity tied to tasks that AI can automate

Real Examples of Identity Disruption

The Senior Developer

  • Identity: "I'm a React expert with 10 years experience"
  • AI impact: AI writes React code faster and often better
  • Crisis: If AI codes better, what value do I create?
  • Resolution options: Become AI director, product strategist, or remain commoditized coder

The Content Marketing Manager

  • Identity: "I create compelling content that drives engagement"
  • AI impact: AI generates content faster with better optimization
  • Crisis: If AI writes better content, what's my role?
  • Resolution options: Become brand strategist, audience psychologist, or compete on price

The Financial Analyst

  • Identity: "I analyze data and provide investment insights"
  • AI impact: AI processes more data with fewer errors
  • Crisis: If AI analyzes better, what unique value do I provide?
  • Resolution options: Become strategic advisor, relationship manager, or get automated away

The pattern: Single-skill identity becomes liability when AI exceeds human capability in that skill.

The Multi-Route Renaissance

What replaces single-skill careers:

From Depth to Portfolio

Old model: Expertise Depth

  • 10+ years experience in specific domain
  • Professional identity based on technical mastery
  • Career advancement through increased specialization
  • Value creation through superior skill execution

New model: Capability Portfolio

  • Multiple complementary skills across domains
  • Professional identity based on unique combination of capabilities
  • Career advancement through expanded scope and influence
  • Value creation through synthesis and strategic thinking

The Route Multiplication Effect

Instead of one career path, successful professionals develop multiple routes:

Route 1: Domain Expertise + AI Direction

  • Deep knowledge in specific area
  • Ability to direct AI tools effectively in that domain
  • Combines human insight with AI execution power

Route 2: Cross-Domain Synthesis

  • Understanding multiple business functions
  • Ability to connect insights across different areas
  • Creates value through integration and strategic thinking

Route 3: Human-Centric Capabilities

  • Relationship building and trust development
  • Leadership and team coordination
  • Customer empathy and experience design

Route 4: Creative and Strategic Innovation

  • Original problem identification and solution design
  • Market opportunity recognition and business model innovation
  • Cultural and aesthetic judgment that defines brand and direction

The advantage: Multiple routes create resilience and compound value creation opportunities.

The Geographic Arbitrage of Skills

AI creates new arbitrage opportunities in skill valuation:

Skills That Become Commoditized

High-volume, pattern-based work:

  • Data entry and processing
  • Routine analysis and reporting
  • Boilerplate writing and content creation
  • Basic coding and website development
  • Standard legal document preparation

Global arbitrage impact: Work that was previously done by expensive professionals in expensive cities can now be done by AI anywhere.

If you're finding this useful, I send essays like this 2-3x per week.
·No spam

Skills That Become Premium

Judgment and relationship-based work:

  • Strategic decision-making under uncertainty
  • Complex negotiation and partnership development
  • Creative problem-solving and innovation
  • Leadership and team building
  • Customer relationship management and trust building

Geographic concentration: Premium work increasingly concentrates where judgment, creativity, and relationships matter most.

The New Arbitrage Strategy

Instead of geographic arbitrage (hiring cheaper talent in different locations), focus on skill arbitrage:

Arbitrage opportunity 1: AI + Strategic Thinking

  • Use AI for execution and analysis
  • Focus human effort on strategy and direction
  • Capture value through better decision-making, not better execution

Arbitrage opportunity 2: Local Relationships + Global AI

  • Use AI for global best practices and analysis
  • Focus human effort on local relationship building and cultural adaptation
  • Capture value through trust and local market understanding

Arbitrage opportunity 3: Creative Direction + AI Production

  • Use AI for content creation and production work
  • Focus human effort on creative direction and brand development
  • Capture value through taste and creative vision

The Transition Playbook

How to move from commodity to creator category:

Phase 1: Skill Audit and AI Integration (Months 1-6)

Audit current capabilities:

  • List all tasks you currently perform
  • Identify which tasks AI can do better, same, or worse than you
  • Assess which of your capabilities create unique value
  • Determine where AI could amplify your effectiveness

Begin AI integration:

  • Use AI tools for routine tasks in your current role
  • Measure productivity gains and quality improvements
  • Identify where AI frees up time for higher-value work
  • Develop comfort and expertise with AI as collaboration tool

Phase 2: Capability Expansion (Months 6-18)

Develop adjacent capabilities:

  • Learn skills that complement your expertise
  • Build understanding of business functions beyond your role
  • Develop strategic thinking and decision-making skills
  • Practice explaining and teaching your domain knowledge

Build original thinking capability:

  • Question conventional wisdom in your field
  • Develop contrarian views based on direct experience
  • Create original frameworks and approaches to common problems
  • Build reputation for unique insights and perspective

Phase 3: Value Creation Expansion (Months 18+)

Transition from task completion to value creation:

  • Focus on outcomes and results rather than process and effort
  • Take ownership of business results in your domain
  • Develop ability to translate technical work into business value
  • Build relationships and trust with stakeholders and customers

Create sustainable competitive advantages:

  • Develop expertise that compounds over time
  • Build network effects and relationship-based value
  • Create intellectual property and original methodologies
  • Establish thought leadership and industry recognition

Industry-Specific Transformation Patterns

Technology and Engineering

Commodity work being automated:

  • Routine coding and bug fixes
  • Standard website and application development
  • Basic data analysis and reporting
  • Technical documentation and testing

Creator opportunities emerging:

  • AI tool selection and integration strategy
  • Technical architecture and system design
  • Product strategy and user experience design
  • Technical leadership and team coordination

Career evolution path: Individual contributor → AI director → technical strategist → product leader

Marketing and Sales

Commodity work being automated:

  • Content creation and social media management
  • Email marketing and campaign optimization
  • Lead generation and qualification
  • Basic market research and competitive analysis

Creator opportunities emerging:

  • Brand strategy and positioning
  • Customer psychology and behavior analysis
  • Relationship building and trust development
  • Strategic partnership and business development

Career evolution path: Campaign executor → brand strategist → customer psychologist → business development leader

Finance and Analysis

Commodity work being automated:

  • Financial modeling and forecasting
  • Data processing and report generation
  • Compliance monitoring and risk assessment
  • Investment research and screening

Creator opportunities emerging:

  • Strategic financial planning and capital allocation
  • Investment thesis development and due diligence
  • Relationship management with investors and partners
  • Business model innovation and value creation strategy

Career evolution path: Financial analyst → strategic advisor → investment strategist → business architect

The Psychological Transition

The hardest part isn't learning new skills—it's changing identity.

From Doer to Director

Old identity: "I am valuable because I can execute this skill better than others" New identity: "I am valuable because I can direct AI and others toward better outcomes"

Psychological challenges:

  • Fear that directing isn't "real work"
  • Imposter syndrome about strategic thinking
  • Attachment to technical identity and expertise
  • Anxiety about being less hands-on operational

Resolution strategies:

  • Measure value created, not hours worked
  • Build confidence through small strategic wins
  • Maintain some technical involvement to stay current
  • Focus on outcomes and results rather than process

From Expert to Synthesizer

Old identity: "I know more about this domain than anyone" New identity: "I can combine insights across domains to create unique value"

Psychological challenges:

  • Loss of deep expertise status
  • Fear of being seen as generalist rather than specialist
  • Uncertainty about value of cross-domain knowledge
  • Difficulty explaining synthesized insights to specialists

Resolution strategies:

  • Position synthesis as higher-level expertise
  • Develop reputation for solving complex, multi-domain problems
  • Build network across different functional areas
  • Create frameworks that demonstrate synthesized thinking

The Competitive Advantage Stack

Building sustainable advantages in AI era:

Layer 1: AI Proficiency (Table Stakes)

  • Competent with AI tools in your domain
  • Understands AI capabilities and limitations
  • Can direct AI effectively for routine tasks
  • Stays current with AI advancement in field

Layer 2: Original Thinking (Differentiation)

  • Develops insights AI can't generate
  • Questions assumptions and conventional wisdom
  • Creates novel approaches to old problems
  • Builds contrarian views based on direct experience

Layer 3: Relationship Building (Moat)

  • Develops trust and credibility with stakeholders
  • Builds network effects and referral systems
  • Creates emotional and cultural connections
  • Establishes reputation for reliability and judgment

Layer 4: Strategic Impact (Multiplier)

  • Affects business outcomes and results
  • Takes ownership of important decisions
  • Creates value that compounds over time
  • Builds organizational and market influence

The key: Each layer multiplies the value of layers below it. AI proficiency alone is commoditized, but AI proficiency + original thinking + relationships + strategic impact creates unassailable competitive advantage.

Looking Forward: The Creator Economy Evolution

How the creator vs. commodity divide plays out across society:

Economic Implications

For creators (20%):

  • Increased economic value and compensation
  • More autonomy and professional flexibility
  • Higher job security through unique value creation
  • Opportunities for equity and ownership participation

For commodities (80%):

  • Decreased economic value and price pressure
  • Less autonomy as work becomes standardized
  • Lower job security through AI substitution
  • Competition based on cost and efficiency rather than value

Social and Political Implications

Inequality acceleration:

  • Gap between creators and commodities widens rapidly
  • Social mobility requires skill transformation rather than skill improvement
  • Political tension between AI beneficiaries and AI displaced
  • Need for new social safety nets and retraining programs

Education and development implications:

  • Traditional education focused on skill acquisition becomes less valuable
  • Emphasis shifts to creativity, critical thinking, and original insight development
  • Lifelong learning becomes necessity rather than luxury
  • Career guidance must focus on capability portfolio rather than single expertise

The Choice Point

Everyone faces the same fundamental choice:

Option 1: Compete with AI

  • Try to do AI-automatable tasks better than AI
  • Compete on cost, speed, and execution efficiency
  • Gradually lose economic value as AI improves
  • Accept commoditization and price pressure

Option 2: Collaborate with AI

  • Use AI for execution, focus on direction and judgment
  • Compete on insight, creativity, and strategic thinking
  • Increase economic value through AI leverage
  • Build sustainable competitive advantages

Option 3: Ignore AI

  • Pretend AI doesn't affect your profession
  • Continue working the same way as before
  • Get disrupted by competitors who embrace AI
  • Face sudden displacement when disruption arrives

The reality: Option 1 and 3 both lead to commoditization. Only Option 2 leads to creator category.

The timing: The choice must be made now, while there's still time to develop creator capabilities before the sorting accelerates.

The great sorting is happening whether you participate consciously or not.

The question isn't whether AI will change your profession.

The question is whether you'll end up in the creator category or the commodity category.

Choose wisely. The future belongs to people who think originally and use AI to amplify that original thinking.

Everyone else becomes a commodity.