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  • [AI SPRINT] Nobody Should Have Been Surprised

[AI SPRINT] Nobody Should Have Been Surprised

This week: What a graduation ceremony tells us about the real AI problem, and what leaders need to understand before it's their room

Last week, a commencement speaker at the University of Central Florida told a room full of arts and communications graduates that AI is "the next industrial revolution." Thousands booed. Someone yelled "AI sucks."

The speaker looked stunned. She shouldn't have been.

The Narrative Failed Before the Speech Did

The speaker was addressing graduates pursuing careers in writing, journalism, design, art and media. People who spent years developing skills they were told had value, now graduating into a world loudly telling them those skills are being automated away.

The booing was inevitable. It started years earlier when the AI industry, the media, and business leaders began talking about AI almost exclusively in terms of efficiency, cost reduction, and replacement. The message wasn't "AI will help you do more." It was "AI will do it instead of you."

That's a narrative failure. And it belongs to all of us who talk about this for a living. I think about it every time I walk on stage.

The Backlash Is Real. The Facts Often Aren't.

The anti-AI sentiment isn't just in graduation arenas. Protests outside data centers. Concerns about water, electricity, and jobs. Most of it is real in some form. Much of it is significantly overstated.

On water and energy: OpenAI CEO Sam Altman called the "gallons per query" claims "completely untrue, totally insane" with "no connection to reality." He published the actual figures: the average ChatGPT query uses about 0.34 watt-hours, roughly what an oven uses in one second, and about one-fifteenth of a teaspoon of water. A company of 100 employees making 50 AI queries each per day uses about 37 kilowatt-hours of energy and 9 gallons of water in an entire month. One employee commuting in an electric vehicle uses about 198 kilowatt-hours (5x the entire company’s AI use) and 6 gallons in that same month. Put AI alongside everything else a business consumes and it doesn't even register.

The energy infrastructure concern is more legitimate. The IEA forecasts US data center electricity demand will more than double between 2024 and 2030. But context matters. All US data centers combined currently account for roughly 4% of total US electricity consumption. American air conditioners account for 12%. US manufacturing accounts for 26%. The deeper issue isn't AI itself. It's that the US has underinvested in energy capacity for decades and AI is exposing that reality faster than expected.

The policy reaction is already starting. Seattle's City Council is considering a one-year ban on large new data centers over concerns about rising electric bills — even though the councilmember behind it acknowledged that banning them in Seattle just sends them next door to Bellevue. And, because the grid is regional, Seattle residents will still see their rates affected, at the cost of losing the data center taxes and jobs. That's not a solution.

There is a fair criticism worth acknowledging. Data centers bring construction jobs that are largely temporary and leave behind small permanent workforces. The economic benefit to local communities often comes down to tax revenue and not much else. The industry needs to answer that better.

On jobs: displacement is real, and it will be felt most in specific roles and tasks AI handles cheaply and instantly. That deserves honest acknowledgment, not reassurance.

But the job creation argument isn't "new industries will eventually emerge." That's too vague and too slow. The more immediate opportunity is demand creation. When AI lowers the cost of delivering your product or service, you can serve customers you couldn't reach before. New markets. New price points. New capacity. It unlocks entrepreneurship at scale. That's where near-term jobs come from. Add the emerging roles around AI management, oversight, training, and implementation, and the picture looks very different from the headlines.

On the economy: Morgan Stanley projects AI capital expenditure as a 2.5% tailwind to US GDP this year, more than the entire projected GDP growth rate. Pantheon Macroeconomics found that without AI capital spending, US private fixed investment in 2025 would have been negative. Without it, the economy would be contracting.

On quality of work: the concern is real, but the blame is wrong. AI doesn't lower output quality. Poor direction and zero accountability do. The fix isn't less AI. It's clearer expectations and someone responsible for holding the bar.

Nobody is making these distinctions clearly. So fear fills the vacuum.

What Leaders Need to Understand

Let me be clear on the real impacts. Electricity costs will go up. Resource consumption will increase. Some workers will be displaced. None of that should be dismissed. But the scale being amplified online bears little resemblance to the actual data, and the alternative isn't a cleaner, safer economy. It's falling behind while your competitors and other countries build the infrastructure that powers the next era of growth and opportunity.

Our job as leaders isn't to pretend those costs don't exist. It's to navigate this transition in a way that creates real benefits for everyone, especially the communities we serve.

The people most skeptical of AI are usually the ones who haven't seen it solve something that mattered to them personally.

After a keynote to a group of realtors, a woman told me she hadn't believed in AI until a $250,000 lien showed up on one of her listings. She used AI to research it, draft a formal objection letter to the lienholder, and had it removed in 24 hours. No attorney. No waiting. Just her and a tool she almost never touched. Saved the deal and $250,000.

She's a believer now. But she almost never got there.

That's the lesson. Adoption doesn't happen through mandates or memos. It happens when someone experiences AI solving a problem they already care about. Your job as a leader is to create those moments deliberately, not wait for them to occur by accident.

That room at UCF is your workforce. Your customers. The people you're asking to change how they work and trust that it's worth it. Tell them AI is the next industrial revolution and you'll get the same reaction. Maybe not literally, but the silent version: resistance, avoidance, and non-adoption that kills initiatives before they start.

Lead with honesty. Acknowledge what's uncertain. Make the case for what AI actually does well. Set clear expectations. Without them, you don't get empowered employees. You get bad habits and low standards filling the void.

What This Means for Your Business

  1. Your workforce is that room. Fear and skepticism don't disappear because leadership mandates adoption. They go underground and kill momentum quietly.

  2. Know the real numbers. Your team is seeing the same viral claims everyone else is. Be the person who can separate signal from noise. That's what makes you worth listening to.

  3. Every industrial revolution started here. Steam power. Electrification. Oil. Every major economic leap in history came with a surge in energy consumption, widespread fear, and loud resistance from the people it disrupted most. The ones who figured out how to use the new capability first built the future. The ones who waited inherited it on someone else's terms.

Hit reply and tell me: how is your team actually feeling about AI right now?

A Quick Personal Note

The hardest part of my job isn't the keynote. It's watching leaders leave energized, then disappear back into organizations that consume every available minute.

If these topics resonate with your team, I cover them live for executive teams, leadership groups, conferences, and offsites. The future customer framework, the AI SPRINT, what's actually working right now for SMB and mid-market leaders. No hype. Just practical strategy leaders can use immediately.

I recently expanded my team so I can focus on being as useful as possible from the stage. Just reply and I’ll get you connected.

Trent Gillespie is CEO of Stellis AI and a keynote speaker helping business leaders understand and operationalize AI in their companies. He spent almost nine years leading global innovation efforts at Amazon before leaving to help other companies build the capabilities they need to compete. Book Trent to speak to your group or book a call to discuss using AI within your business.

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