Friday, May 29, 2026

We See It Happening, But Do Not Know "Why?"

It is too early to tell whether the trend continues, for how long and at what levels, but young men (18 to 29) are behaving in a way that is sharply different from men and women in other age groups, in terms of interest in religion, according to a survey by Gallup. 


Young men in the United States have now surpassed young women in saying religion is "very important" in their lives, a reversal from trends of recent decades. 


Gallup’s latest data, from 2024-2025, show 42 percent of young men saying religion is very important to them, up sharply from 28 percent in 2022-2023.


source: Gallup 


It probably will surprise nobody that the uptick is disproportionately driven by conservative or Republican men and women, given the secular bent of people who say they are Democrats. Religious attendance (self reported, to be sure) seems nearly twice as common among those who say they are Republicans. 


source: Gallup 


Recent news reports have been relatively uniform in discussing how the trend is playing out for the Catholic Church, for example:

  • The Washington Post: Explores how Catholicism is drawing Gen Z men who are disillusioned with modern secular culture and the casual, contemporary worship styles of "big box" churches, finding a strong appeal in traditional worship and clear doctrine. 

  • The New York Times: Highlights Gallup polling data that shows a sharp increase in the share of men under 30 who say religion is "very important" to them, rising to 42 percent. 

  • The Atlantic: Details the striking double-digit increases in adult converts at metro hubs and college campuses, noting dozens of college Catholic centers welcoming record numbers of young professionals. 

  • America Magazine: Examines Gallup data showing young men as an "emerging exception" to the overall decline of religious attendance among youth, with 40 percent of young men now attending religious services frequently. 

  • ABC 7 News San Francisco: Highlights local parishes, such as St. Dominic's, experiencing growing numbers of men in their 20s and 30s seeking peace, community, and answers in the Catholic faith. 

  • The Week: Rounds up the anecdotal "standing-room only" Easter services across major archdioceses (like Boston and Newark) driven by young adults. 

  • Fox News: Covers Bishop Robert Barron's observations of young adults "leading the charge" back to the faith and driving record-breaking numbers of rite of election participants.

  • 60 Minutes interviews Catholic bishops about rising conversions. 


Anecdotally, I have seen this at my local parish as well.


AI Undermines "Answer Questions" Business Models

Chegg is one of the clearest early examples of a public company whose core business was rapidly undermined by generative AI.


But those of you who have worked in any content production industry have seen this before, in the impact of the internet on content business models.


Industry

Traditional Revenue Model

AI Threat

Risk Level

Newspapers

Ads + subscriptions

AI summaries replace clicks

Very High

News websites

Programmatic ads

Search traffic declines

Very High

Magazines

Ads + subscriptions

Commodity lifestyle content

High

Trade journals

Subscription + data

AI-generated research summaries

High

Music labels

Streaming + licensing

AI-generated songs and voice clones

High

Stock photography

Licensing fees

Text-to-image generation

Very High

Online reference sites

Ads + subscriptions

Direct AI answers

Very High

Product review sites

Affiliate commissions

AI recommendation engines

Very High

Educational publishers

Textbook sales

Personalized AI tutoring

High

Local journalism

Ads + classifieds

Reduced traffic and lower cost AI content

Very High


Chegg built a subscription business around three core assets:

  • A massive library of solved textbook problems and Q&A

  • Human experts and tutors

  • A recurring subscription model (students paid monthly for homework and study help). 


So the business moat was built on:

  • Proprietary content accumulated over years

  • Search traffic from students looking for specific solutions

  • Willingness to pay for reliable, structured answers


Generative AI changed all three assumptions, and undermined the business model.


Tools like OpenAI ChatGPT and Google Gemini offered:

  • Instant answers

  • Natural-language explanations

  • Low or zero cost

  • Broad subject coverage

  • Personalized tutoring


This turned Chegg’s premium service into a commodity.


Metric

Peak / Before AI Shock

After AI Disruption

Market capitalization

~$14.7 billion (2021 peak)

~$150–200 million (2025–2026)

Share price

~$113/share

Around $1/share

Revenue trend

Strong pandemic growth

Sustained year-over-year declines

Subscribers

Multi-million paid base

Persistent subscriber losses

2025 layoffs (May)

~248 employees (22%)

2025 layoffs (October)

~388 employees (45% of remaining workforce)


But Chegg likely will not be alone. Other lines of business might have similar characteristics:

  • Sell information rather than physical goods

  • Depend on labor-intensive expert work

  • Have low switching costs

  • Offer outputs that can be generated in text, image, audio, or code. 


Industry

Traditional Value Proposition

AI Substitute

Risk Level

Examples

Homework help

Solved problems and tutoring

ChatGPT-style tutoring

Very High

Chegg

SEO content agencies

Human-written articles

Automated article generation

Very High

Jasper

Translation services

Human translation

Neural machine translation

Very High

DeepL

Basic legal drafting

Contracts and standard documents

AI document drafting

High

Harvey AI

Tax preparation

Form completion and guidance

AI tax copilots

High

Intuit

Customer service BPO

Human support agents

AI chat and voice bots

Very High

Zendesk AI

Coding contractors

Routine software work

Code generation assistants

High

GitHub Copilot

Graphic design for simple tasks

Logos and ad creatives

Image generators

High

Adobe Firefly

Market research summaries

Analyst reports

Automated synthesis

High

AlphaSense

Recruiting screening

Resume review

AI candidate matching

High

LinkedIn Talent Solutions

Medical transcription

Dictation and coding

Speech-to-text + AI coding

Very High

Nuance Communications

Stock photography

Generic images

AI image generation

Very High

Shutterstock


As was the case when the internet disruption began, content suppliers will be in the line of fire:

  • Research report subscriptions

  • Professional tutoring services

  • Basic legal document preparation

  • Simple coding tutorials

  • Generic content websites

  • Q&A platforms charging for access

  • Standardized test prep companies. 


If you can describe your service as “We answer questions about X,” danger clearly exists, as AI will provide a substitute.


Maybe AI is Not Such a Big Job Killer

“The extant empirical evidence does not suggest AI is leading to a large-scale replacement of workers by machines in either output or knowledge production,” argue economists Ajay K. Agrawal, University of Toronto; John McHale, University of Galway and Alexander Oettl, Georgia Institute of Technology. 


“Instead, the evidence seems more consistent with AI as a productivity-augmenting tool used by workers,” they argue in a new paper


And they argue there are important policy implications. If AI actually displaces workers, then alternative income distribution systems (universal basic income) make sense. 


Human capital-focused responses would be largely futile if AI is going to replace most workers anyway. 


Conversely, human-capital investment policies take on greater importance if AI mostly augments what workers do. 


The public policy implications are important, they argue.


A major implication is that human capital determines whether AI produces broadly-shared prosperity or rising inequality.


If more AI expertise increases the productivity gains from AI, while also reducing some inequality effects, 

policy should emphasize:

  • AI literacy across the workforce

  • vocational retraining

  • continuous mid-career education

  • managerial capability to integrate AI into workflows

  • higher-order cognitive skills that complement AI.


Also, productivity impact depends heavily on “thinly staffed tasks” (areas where too few skilled workers). 


Policy should therefore:

  • identify labor bottlenecks

  • accelerate training in constrained occupations

  • improve mobility into high-leverage roles.


In other words, AI inequality effects are not mechanically determined, but depend on:

  • workforce skill distribution

  • task allocation

  • education systems

  • how AI tools interact with existing human capabilities.


The paper argues AI systems:

  • help lower-skilled workers improve faster

  • diffuse expert knowledge

  • increase output without eliminating all human roles.


If AI augments human knowledge and skills rather than displacing humans, then public policy goals, then AI literacy will matter more than income replacement strategies in general.


Also, specific blockages in some fields hinge on issues other than AI. 


The obvious point, if the trend continues, is that AI might not be the job killer many fear.


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