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AI is widening the gap between workers. That gap is a business opportunity

Writer: Ram Srinivasan
Ram Srinivasan
6 hours ago
3 min read

AI is widening the gap between workers. That gap is one of the biggest opportunities in business right now.


PwC surveyed nearly 50,000 workers across 48 countries and found four groups emerging:

  • 14% = "front-runners", with scarce skills and strong AI capability

  • 18% = "AI insurgents", with less-scarce skills and using AI to deliver more

  • 11% = "indispensables", with scarce skills and early on the AI curve

  • 56% = "engine room", with less-scarce skills and early on the AI curve


And there is a two-sided problem emerging: (a) companies risk losing their most AI-savvy employees while (b) leaving the majority behind.


Almost 1/3rd of front-runners say they are very or extremely likely to change employers in the next year, while only 2/5th of engine room workers have access to the learning resources they need.


Three levers stand out to me:

1\ Personalized learning can SCALE.

The share of workers using AI at work in the past year rose to 64%, BUT access to needed learning resources fell from 59% to 51%. AI makes an infinitely patient, 24x7 tutor possible. The opportunity is to put that support within every worker’s reach.


2\ REWARD the behaviors you want.

Engine room workers are less likely to be rewarded for using AI, learning new skills, or challenging existing ways of working. Front-runners are 1.5X as likely as the global average to report being rewarded for challenging existing ways of working. Incentives shape behaviors.


3\ Career ladders MUST be rebuilt.

For example, Citi is shortening its investment-banking analyst program from three years to two. BUT Workday found that 57% of employers saw fewer internal moves than a year earlier. Career pathways are struggling to keep pace.


Across roughly 550 employers using Workday Recruiting, demand for basic AI skills, such as simple prompting, fell 25% after peaking in January 2026. Demand for hands-on skills rose 51% (building AI tools, automating workflows, AI engineering).


The shift is from simply using AI to building tools and workflows with it.


Zoom out and you see that the ‘engine room’ is the largest group in PwC’s survey and likely true within your own organization. To me, that makes it one of the biggest opportunities for business.


AI gives companies a new way to develop that talent.


Do that well and you turn AI adoption into a workforce capability.


Until next time, Ram


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Ram Srinivasan

MIT Alum | Author, The Conscious Machine | Global Future of Work and AI Adoption Leader published in Business Insider, Fortune, Harvard Business Review, MIT Executive Viewpoints and more.


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A Message From Ram:

My mission is to illuminate the path toward humanity's exponential future. If you're a leader, innovator, or changemaker passionate about leveraging breakthrough technologies to create unprecedented positive impact, you're in the right place. If you know others who share this vision, please share these insights. Together, we can accelerate the trajectory of human progress.


Disclaimer:

Ram Srinivasan currently serves as an Innovation Strategist and Transformation Leader, authoring groundbreaking works including "The Conscious Machine" and the upcoming "The Substrate Shift."


All views expressed on "Substrate" and across all digital channels and social media platforms are strictly personal opinions and do not represent the official positions of any organizations or entities I am affiliated with, past or present. The content shared is for informational and inspirational purposes only. These perspectives are my own and should not be construed as professional, legal, financial, technical, or strategic advice. Any decisions made based on this information are solely the responsibility of the reader.


While I strive to ensure accuracy and timeliness in all communications, the rapid pace of technological change means that some information may become outdated. I encourage readers to conduct their own due diligence and seek appropriate professional advice for their specific circumstances.


 
 
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