AI Is Forcing the Largest Labor Migration Since the 1930s
45 million jobs. 11 million forced relocations. This ain't churn. It’s capital whiplash. Here’s where the smart money goes before the migration hits.
Capital in the Age of AI Migration
We’re entering the most violent labor migration cycle since the ‘30s.
But this time, it’s not war or drought.
It’s Altman, Amodei and Zuck.
By 2030, AI’s on track to 86 up to 45 million U.S. jobs - permanently.
That’s not a scare stat.
It’s McKinsey’s baseline scenario from their 2023 automation outlook: 30% of U.S. work hours gone.
Most of it? Low-wage, repetitive roles with little reskilling runway.
That’s just the start.
📦 Between 5 to 11 million Americans will be economically forced to relocate across state lines.
That’s 2x the scale of the Great Migration and 3x the Dust Bowl exodus.
This isn’t “frictional churn”. This is some tectonic sh*t.
Whole regions will hollow out. Others will bloat into these strange, involuntary boomtowns.
The aftermath? There will be violent price shifts in housing, labor, infrastructure
And a total rewiring of where capital should go next.
Is your investment firm struggling to raise $1M in pipeline per day - or land a serious anchor?
That’s the pace tier-one firms like a16z or Sequoia run at.
If you want to see how GPs working with LP Blueprint are pulling it off, [click here] or reply to this email.
No sales rep will follow up.
Ours tried once. He’s in the trunk now.
Where Capital Must Go
(GPs & LPs: This is your shot to allocate before the labor shock hits the map)
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