Topic

Labor Displacement

Artwork for NY Governor Kathy Hochul on Her One Year Data Center Moratorium
Odd LotsKathy Hochul

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

Governor Kathy Hochul says New York’s one-year data center moratorium is a temporary pause, not a ban, meant to force large projects to bring their own power or pay more for grid access. The conversation widens into New York’s broader fight over electricity, housing supply, nuclear buildout, AI-driven job disruption, and which kinds of economic development deserve scarce power capacity.

Artwork for Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
No PriorsGlenn Fogel, Booking.com Glenn Fogel

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

Booking Holdings CEO Glenn Fogel argues that travel has no lasting moat, so the winner is the company that keeps innovating on product, service, and operations. He discusses Priceline’s agentic AI assistant Penny, Booking’s AI/customer-service gains, heavy reinvestment, large-scale buybacks, and the labor risks and retraining challenges posed by AI.