Loading summary
Commercial Narrator
Are you a pet owner? Every six seconds, a pet owner in the US gets hit with a vet bill over $1,000. Always an unwelcome surprise. That's where fetch comes in. Fetch is the most complete pet insurance for dogs and cats. According to consumeradvocate.org you get paid back up to 90% of vet bills at any vet in the US and Canada, with claims paid back in as little as two days. Go to fetchpet.com save right now for your free quot. That's fetchpet.com save.
Ryan Reynolds
Monday.com AI agents took over my work and I absolutely love it. Chasing deadlines, writing status reports, updating stakeholders. Agents handle the daily grind. Now I stay in the loop only when it matters. Create your own AI agent in minutes
Christine Emba
on Monday.com youm may have heard that America is in the midst of a fertility crisis. There's a lot of talk about it and a lot of political inp, but there's real data behind all the dramatics. The age at which Americans have their first child has risen and people are having fewer children overall. In 2025, the birth rate fell to below 1.6 children per woman. Replacement rate fertility requires about 2.1, and this is all part of a long running downward trend. Researchers have guessed at any number of reasons environmental effects, social ones, feminism, money, housing, even the MTV show Teen Mom. And yet we still don't have a clear answer to the why are birth rates plummeting everywhere all at the same time? But here's the this isn't just an American problem, or a Western one, or even a rich country one. This rapid decline in childbearing is happening across the world. I'm Christine Emba, sitting in for Sean Illing, and this is the gray area. My guest today is John Byrne Murdoch, a columnist and the chief data reporter for the Financial Times. This spring he published one of the clearest explanations of the fertility crisis in a piece that tackled the question head on. Most interesting to me, he's gone deep on a newer theory that our technology, our smartphones in particular, are a major contributor to the birth rate decline around the world. We cover a lot of ground in this conversation, how our tech changes, the way we interact, how fewer babies could change society, and whether in the end, a smaller population might actually be a good thing.
Sean Illing
Welcome to the show, John.
John Byrne Murdoch
Thank you so much for having me.
Sean Illing
So I'm going to start with a little bit of table setting here. Noted trillionaire Elon Musk has said that low birth rates are going to end civilization. The US's Medicaid and Medicare Administrator Dr. Oz declared that the US is under babied by now. I think we've all heard that the US and the rest of the world is going through a demographic decline. Many countries are under replacement level for fertility. But what does that actually mean? How do you define that?
John Byrne Murdoch
Yeah, so the replacement rate is, the number is about 2.1 children per woman. And what that is telling us is that if every woman in every couple had an average of 2.1 children per year, it would mean that if nothing else happened to the population, it would pretty much stay at its current size. So when that number drops below 2.1, and especially significantly below, it means that again, holding everything else constant, population will gradually start to fall.
Sean Illing
That seems not ideal to me at least, but the idea of demographic decline being a problem is actually kind of polarizing. I think in the US being too concerned about fertility risks being read as sort of right wing or pronatalist. You know, solutions from the left like increased immigration are often seen as, well, leftist. Is that true elsewhere? This polarizing nature of the debate, there
John Byrne Murdoch
are certain elements of it. I think, you know, any conversation which has even a hint of women should do X is going to be fairly like conservative coded. Right. And I think that's reasonable. And I think that's why a lot of people in this last couple of years, as this topic has become more mainstream, I think there have been quite sensible efforts to ensure that this is actually a much more inclusive conversation about what we as societies and certainly what men as part of this equation should be perhaps doing differently as well, rather than it just being a series of men talking about what women do.
Sean Illing
I've read a number of pieces on this topic and almost everyone, and actually yours too, singles out South Korea as a key country. That's exemplary of this falling birth rates crisis. Why is that? I know that they're one of the countries that has actually tried to implement solutions. Is that part of it?
John Byrne Murdoch
I think it's interesting. Right. So I think any conversation involving either directly or indirectly involving gender relations, South Korea will come up. So they are this extreme case where most measures of gender equality and certainly measures of the different roles that on average young men and women perform in South Korea, it is a bit of an outlier. Like there is a very unequal division of household labor and that kind of thing. Certainly there's been evidence recently of a quite reactionary turn politically among young men in South Korea on birth rates. They have been, you've got this large, reasonably Large and recently high income country where a lot of other countries around the world can sort of see themselves as it were, or at least in a few years and birth rates have gone incredibly low. So we talked about 2.1 being the replacement rate that holds everything stable. In South Korea, they went below 0.8 in the last couple of years. They've actually ticked up a tiny bit, which we might come on to. But it really is this shining example, or flashing example as it were, of how things in a high income country that has a lot of similarities to places elsewhere in the west, how things can suddenly get that low in terms of birth rates.
Sean Illing
You say that this is an example of a high income country that sort of western countries can relate to. But there are tons of different parts of the world that are really different from each other economically, culturally, and yet still also seem to be facing the same trend. What does that say to you?
John Byrne Murdoch
Yeah, I think that bit for me is what's super interesting here and what really drew me to this idea, which is that over the past century or two we've had these fairly steady and fairly well understood changes, these demographic shifts, demographic transitions which have played out at different periods of time in different parts of the world, but all against similar backdrops, as it were. So first you have a society. First a society develops to the point where infant mortality gets significantly lower. That means, to put it crudely, instead of needing to have a large number of children because some of them won't survive to adulthood, you can start having fewer children. Then we have other shifts like urbanization, like rising female education, general economic development, which again puts downward pressure on the number of kids people feel they need. So we've seen these things played out before, but they've played out at this point in time when a country went through a certain stage of its development. The thing that's I think quite striking in relatively new about what we're seeing at the moment is that in the last 15 years you see significantly declining birth rates in the U.S. in South Korea, but also in Indonesia, in like Turkey, Iran, Mexico. So both the timing of the decline and the levels themselves are playing out in ways that is actually. Well, it doesn't fit the historical patterns we've seen. You can't explain Mexico falling below the US in terms of female education or income or urbanization or those kinds of things. So it's a new thing when we suddenly see rich countries, middle income countries, even lower income countries, undergoing a very similar parallel downward shift at roughly the same time.
Sean Illing
So I'm in the US what do these other parts of the world teach us about what the trend looks like here?
John Byrne Murdoch
And I should caveat this straight out of the gate by saying that as with any big sweeping social change, there are many theories as to what's going on here, and it almost certainly won't be a single cause. But one of the interesting theories that emerges when you take this broader, more international, more sort of interdevelopmental approach, and I certainly think this is a theory that I put some weight behind, is that one thing that is common to say, parts of sub Saharan Africa in 2020, 2021, Indonesia, Mexico in, say 2015, and countries like the US, UK, Australia in sort of 2008, is that's when we see the proliferation of smartphones. And I should say at the outset as well, that it's not just about, as the theory goes, it's not just about the actual physical device, it's everything that comes along with that. So the apps, the time use, all of that. But that seems to be one of the few things that does line up reasonably well with a downward inflection in birth rates in high income countries in the late 2000s, in middle income countries in the sort of mid 2010s, and then in poorer countries as we go into the late 2010s.
Sean Illing
Okay, I want to return to the phone part in detail because I think that theory is fascinating too, and it's something I've been writing on as well. But let's back up for a little bit and hit one of the potential explanations that we hear a lot and that you mentioned. You talked about female empowerment in higher levels of education as being perhaps a contributing factor to fertility decline more generally. And as a woman in her 30s in the United States, I'm super familiar with the stereotypical assumptions about the reasons for falling birth rates. It's the feminists, it's career women who don't want kids or who wait until it's too late, et cetera, et cetera. But that's not what the data suggests.
John Byrne Murdoch
One of the parts that you mentioned there, the idea of this being about career women and some people talk about the girl boss and that kind of thing, that would make sense if what we were seeing was primarily a decline in births among high earning and highly educated young women, whereas what we're primarily looking at here is a decline among those in the bottom half or sort of bottom third of society. So it's young men and women who generally don't have a bachelor's degree, have lower incomes These are the group who are having fewer children and perhaps more importantly as we'll come on to being less likely to get into a couple at all. So generally people who get into stable, secure relationships, settle down, move in together, are still having children. It's some of the frictions that lead up to that point which seem to have changed.
Sean Illing
Does housing play into this or economic precarity? I feel like those are reasons that are often cited in the US and uk. People don't want to have families because they don't have anywhere to put their kids. They don't feel like they can provide for them in this economy, at least for sure.
John Byrne Murdoch
I think the way I've been thinking about this is housing is something that if you get secure, stable housing that allows you to have long term time horizons, you can then think about things like we're going to be here, could we have kids here, could we build a family here? When you are perpetually worried about what might happen to your rent in a year's time, or perhaps you haven't even been able to move out of your parents home yet, you're just not going to be thinking about that at all. It doesn't make sense when you don't have the rest of that in place. And there is evidence here that housing, that worst affordability for homes, especially when it comes to home ownership, has had a significant impact on birth rates. So in countries like the UK and us, perhaps as much as half of the decline in birth rates since the 2000s can be attributed to that. But there are two caveats with that. One is that while they explain why birth rates are a bit lower than they would otherwise be, even in a situation where everyone had managed to afford a home of their own, in line with historical rates, you would still have seen this most recent decline over the last, say 15 years. So it shifted the level, but not the direction of travel. And then in addition, we see very similar declines in birth rates in countries that have not had nearly as bad a housing crisis. So in countries like Finland, in northern Europe, the most rapidly growing type of household is actually young adults living completely on their own. So that is a place where evidently young people are able to find housing that meets their requirement for the for where they're at in life. And nonetheless they're still living on their own. They're not coupling up and not having children.
Sean Illing
So let's talk about how governments have tried to respond to this problem. Economic precarity is seen as a threat. Housing is seen as a threat. China is one example of a pretty specific response to the crisis.
Commercial Narrator
Right.
Sean Illing
They reversed their one child policy and this year I think also instituted a 13% sales tax on contraceptives. Has that worked?
John Byrne Murdoch
Generally the story on all of these government policy interventions is it's not necessarily a straight story of they don't work at all, but to the extent that they work, they tend to be sort of taking a steeply slope, downward sloping line and making it slope slightly less deeply downwards. You see this in China, you see this in South Korea, you see this in various places. So they are perhaps working on some level. But if you think about it, that is a policy that can only really apply when everything else is already there. When you're there, you've got a stable partner, you've maybe got your own home and you're simply thinking, now can we make this work financially? And so for some people in that situation, it seems like some of these policies can work. But when you think a, the decision of whether and when to have kids is a massively multifactorial decision, it's probably the most personal decision anyone will ever make. A simple tweaking of the financial calculus is not going to be a complete game changer for many people. And in addition, if a lot of what we're talking about here is people just not having got to the point where they even feel like they can settle into a stable relationship, those people are just not going to be touched by a policy like that at all.
Sean Illing
Yeah, that makes sense to me. I mean, in the US and also in a number of European countries, I think there's been, you know, conversation about baby bonuses or sort of extra financial payments that would help people have children. But over time, having a child is an expensive proposition kind of mentally and emotionally as well as financially. And a $5,000 baby bonus or an extra £10,000 is probably not going to make the difference I think the governments think they're going to make.
John Byrne Murdoch
Yeah, yeah, exactly. And I mean, some people have argued that these policies would look a lot more effective if it was, you know, a five figure or even six figure sum being given. And there's a, you know, there are solid arguments made for the idea that the baby bonuses should be that large. When you think of all of the benefits that society gets from having more people, more taxpayers, that kind of thing. But yeah, for now I would say that the strongest evidence is that they may be slow the decline slightly, but they're competing against these much, much more powerful forces.
Sean Illing
So let's turn to the much more powerful forces then My big theory actually, and one that seems to have borne out so far according to your piece, is that it's technology and perhaps specifically our phones. So actually let's back up and clarify. First, is it our phones or is it something on them? Is it apps or is it like radio waves affecting sperm counts? This is kind of a conspiracy theory that's been floating that I'm skeptical of.
John Byrne Murdoch
No, great, great to ask because I think that is an important part of this. If you just say it's the phones, that could mean one of a hundred different things. So yeah, it's. As far as I'm aware, there is no evidence that this is an actual effect of physically holding a phone or keeping it in your pocket. For example, there's nothing here on what 5G masts are doing or radiation or heat, that kind of thing. So the theory, and there's a whole bundle of theories on this really, but they, but they do all center on the phone important sort of vehicle. So one is that this is about a straight time use sort of time displacement thing. So famously young people's screen time now is shockingly high. Certainly been true of me at points over the, over the past decade. And if you simply take a few hours out of your day and spend that with a phone, that is displacing other things. And we know from time use surveys, long running surveys, that the amount of time people are spending socializing face to face has declined steeply over exactly this sort of last 15 years or so. We do have this striking coincidence that over the period where people's screen time has gone up significantly, we've seen a steep decline in the time they spend socialising with other people. So that I think is the most straightforward theory here is that ultimately relationships and then marriages and children and all of that are downstream of a lot of unstructured social interaction. And so if you take away a lot of unstructured social interaction that is going to have an impact on relationship formation, kids, all of that. Then there's a whole set of explanations which I'll pause on before going into too much detail on, but basically that it's about what's on the phones. Now there's a. One version of that is it's about social media specifically and the types of content that people consume on social media. Another is that it's things like dating apps which again make far more sense in the smartphone world than the pre smartphone world in terms of how much people use them. Then there are, we could even talk about the impact of porn, but yeah, there's that whole bundle of things which are happening through the phone, whereas the first is the straightforward time use one.
Sean Illing
Let's start with the time use. I think in your article you cite a pretty recent paper by, I think, Nathan Hudson and Hernan Moscoso Boedo. They're both from the University of Cincinnati and they looked at birth rates through the lens of the rollout of 4G mobile networks across the US and then the UK. Can you like, walk me through that a little bit?
John Byrne Murdoch
So the really important part of that analysis is that researchers, when you're conducting an analysis like this, you're always trying to look for some essentially random thing that happened which de facto split people into different groups. So you're looking at the impact specifically of this thing, in this instance, the rollout of sort of smartphone suitable mobile data instead of just looking at actual smartphone usage. So what they're doing here is they're saying mobile, high speed mobile technology did roll out kind of randomly, at least in urban areas, it was rolled out very quickly. In rural, mountainous areas, it took longer to get those masts out there. This happened in the us, it happened in the uk. It happens pretty much everywhere. And so what they're doing is they're saying, here's a random thing that affected people regardless of their income, socioeconomic status, whatever. It just hit these areas before it hit these other areas. And what they see when they do that is that the areas that had high speed mobile data rolled out first did see birth rates. Especially for the younger groups who had these phones first, birth rates fell faster than in the areas that got that connectivity later.
Sean Illing
And in the survey, or rather in their paper, they do get into a few of the potential time use issues. Like I think they talk about social media a little bit and potential, I guess, substitution effects, which is something that I've written about a little bit. Kind of what you said, instead of, you know, going on dates and perhaps having sex, you're watching porn, which definitely isn't leading to children, whereas a date might. But you talk about dating apps or you mentioned dating apps before. Shouldn't those be at least increasing the pairing up or the formation of couples? That should theoretically then be contributing to fertility.
John Byrne Murdoch
Yeah, they should, right? You'd certainly think so. But anecdotally and, you know, surveys show that everyone, well, you know, a large number of users of these apps seem pretty unimpressed by how that goes. Actually, it was someone involved in one of these apps once said something really interesting to me, which is that a lot of These apps are essentially screen time apps. There's a whole range of app mobile apps that have come out in the last 15 years, which ostensibly are a dating app or this app or that app, but they're fundamentally apps that are trying to get you to keep, to stay on your phone for as much time as possible. And of course in the dating app world that means that the incentives are misaligned. They want to keep you on that app. They don't want you to think, great, found my soulmate, done. Delete the app. So just on a, on a. I think that's just an interesting thing to think about here. But there is other research that looks at things like the concept of choice paralysis. So this idea that weirdly when you have more options, you get more stuck because you're constantly thinking, well, this guy or this girl, they seem, you know, they look, they look hot, they look cool, but I wonder, I wonder who else is out there. Like dating apps in a sense are a constant reminder that maybe there's someone better out there. So you get loads of swiping and people get those nice little boost to their self esteem when there's a like. And clearly there are dates that happen off this as well. But the general culture that they create is one that turns dating into this marketplace rather than somewhere where you're expecting that something might lead to something more. Long term.
Sponsor Voice
Support for the show comes from Shopify. Landing on a good idea for a business is basically catching lightning in a bottle. What are the odds it'll happen more than once? You have to jump on every opportunity to make it work. And the last thing you need is to get slowed down by clunky logistics. You want tools that are ready to go right out of the box. If your business involves E commerce, you need Shopify. Shopify powers billions of businesses worldwide, from household names like Mattel and Gymshark to small businesses just getting started. You can choose from hundreds of beautiful templates that you can customize to match your brand. Setup is fast with Shopify's built in AI tools that write product descriptions and headlines and help help you edit product photos. If you've been sitting on a business idea, Shopify makes it easy to make it happen. Everything you need to start selling is included and ready from day one with Shopify, nothing stands between your idea and a real business. So go make one. Start your free trial@shopify.com Vox that's shopify.com Vox shopify.com Vox.
Commercial Narrator
I'm pretty confident talking into a mic. Hey, I'm doing it right now. But home projects? I second guess everything. Is that noise normal? Is that water damage and who should I even call? That's where thumbtack comes in. Upload a photo or voice notes and their AI powered search helps diagnose the issue and match you with the right top rated local pro. Instead of second guessing or searching for hours, you get clarity and can hire the right pro with confidence. For your next home project, try thumbtack. They know homes. Hire the right pro today.
Sponsor Voice
Support for the show comes from AG1. Between the long days, travel plans and overall chaos of the season, it helps to keep some simple, healthy habits each day. AG1 might just be the one you're looking for. AG1 is a daily health drink with a multivitamin pre and probiotics, superfoods and antioxidants. It takes just 30 seconds of your morning. Mix a scoop into 8 ounces of water and enjoy. It's made to help maintain energy, support gut health and Support immune health. Plus AG1 is clinically shown to support gut health and fill in common nutrient gaps. Claire White is our colleague here at Vox and she's tried AG1.
Here's what she thinks.
Sean Illing
Drinking AG1 in the mornings just gives me a total boost in my day. I know I'm getting all of the nutrients I need, I'm feeling better, my gut feels better and I have more energy.
Sponsor Voice
AG1 can help you keep one thing consistent this summer. Visit drinkag1.com greyaa to get a free AG1 travel case with seven free AG1 travel packs in your welcome kit with your first AG1 subscription order while supplies last. That's drinkag1.com grayarea.
Sean Illing
In your piece you point out that falling birth rates are not just a western or rich country concern, but now actually developing countries have lower birth rates than some of the much wealthier ones. How did that happen?
John Byrne Murdoch
Yeah, and look again, this is a this is always going to be multifactorial and b the way I think, the way I find it useful to think about this is that recent shifts, such as the technological shifts we've been talking about, it's not that they just transform things completely from say stable birth rates to falling birth rates. It's that they kind of catalyze or could be kind of catalyzing pre existing trends. So in poorer parts of the world, what we're generally looking at is birth rates are already declining a little bit and then they just got steeper. And that has been proper experimental research done out in the field. So in one Study of sub Saharan Africa, they found that prevalence or the share of young people who used Facebook was associated with lower birth rates and more steeply falling birth rates. But specifically, and I think this is important, it was where young women were significant users of these platforms as well as, as well as young men. And that I think is important because as the authors of that paper suggest, it suggests that there is a bit of the female empowerment, independence, not settling for mediocrity at best going on here. And that is something that we can see happening regardless of the state of economic development that a country's in. It could happen regardless of the broader cultural, religious shape of that society. If young women in different parts of the world start seeing that a different future is possible, it follows that that might have an impact on their own choices to the extent that they're empowered to make choices about settling down with a man and everything that follows.
Sean Illing
This pushes me to take a little bit of a skeptics approach, honestly, like, ah, young women are no longer settling for mediocrity. That actually doesn't sound so bad. And I guess to the broader question, is it really so bad if our birth rates do fall a little bit? Overpopulation, climate change, these are all things that we've worried about for some time. And actually former Prime Minister Boris Johnson recently wrote a column calling falling birth rates the best bit of global news we've had in some time. Specifically, they were a relief from the crippling burdens we've placed on nature.
John Byrne Murdoch
First of all, yeah, I think female empowerment, that is clearly as a, if we talk simply about female empowerment, more independence, more choice, that is obviously a good thing. That's certainly something I would say is a good thing and is not something I would want to say is in any way a sort of dark underbelly. But I think there are two things I would come back with on that. So one is that in some parts of the world, based on some of the content we see on social media, it's probably going a little bit further than female empowerment. And from both sexes we see these negative stereotypes of the opposite sex really proliferate online. And there's almost always a grain of truth to these negative stereotypes. They're grounded in actual things that have happened. But in the rich world at least, we're seeing this decline in coupling at the same time as fathers are doing more domestic work and childcare than ever now it's still below 50%. And to be clear, you know, we, we want that to keep, keep moving upwards. But it's almost this disconnect where chances are the potential guy out there is actually going to be a more willing partner in life, in child rearing and all of that than at any time in recent history. And yet at the same time, we're seeing these very negative stereotypes about what the other sex is like. So that was just one thing I would say there on sort of where female empowerment can sometimes jump a little step further. And similarly, in terms of some of the negative stereotypes young men have around women, on the broader debate about whether this is good or not, again, certainly at the individual level, everyone should make the best choice and the right choice for them. But at the societal level, this does start having quite clear negative impacts. And just, just to give you one that I think is just very straightforward. If you look at Japan, Japan, if people have been to Japan, one of the interesting things is that everything in Japan looks like the coolest, wiziest stuff did in the 1990s like you had. Japan was at the top of the roller coaster in the 1990s. It was the place to be. It was inventing and innovating. Since then, everything's kind of gone to stasis. And the interesting thing is that the average Japanese worker is actually just as productive today as they were back then. Japanese productivity output per worker has gone on exactly the same trend as it has in every other rich country since the 1990s. The issue is that because Japanese birth rates fell very steeply, very early, there are simply a lot fewer workers in Japan today as a share of the population than they used to be. And when you think about it, even if the amount of stuff each worker does hasn't changed, that means when you share it all out across the entire population, there's a lot less. So on a very straightforward level, when your birth rate falls significantly below 2.1 and stays there for a long time, your average living standards per person are being pushed downwards because you're having to spread more out.
Sean Illing
Those seem to be like the implications of falling birth rates in high income countries like Japan. I imagine those similar implications are probably true for the US and the uk. But are the implications different in the developing world? Can you like describe that difference?
John Byrne Murdoch
Generally, as countries developed historically, part of that involved a development of the welfare system, the safety nets, pensions, these kind of things. In fact, to an extent, it was the development of things like pensions were arguably a contributor to people having fewer kids because they thought, the government's going to take care of me when I'm 70 instead of all of those kids.
Christine Emba
Seven kids.
John Byrne Murdoch
Yeah, exactly. Whereas the countries that we're now seeing steeply falling and very low birth rates in, many of them don't have those safety nets and structures set up and they haven't got their living standards to an initial level where you can then sort of share the pie and ensure that everyone's okay. So we're going to see a growing number of countries that start dealing with the challenges, the economic challenges that countries like Japan have been dealing with for 30 years, but they're going to be facing them with far fewer resources to spread across their population. Like one of the, One of the responses that Japan as a country, as an economy has made to lower birth rates is things like robotics, automation, actually fighting against the fact that they have fewer workers by innovating technologically and also innovating in terms of how they care for older people. A country that undergoes those same shifts at a far lower income level is going to face a much, much stronger headwinds and have a much harder time.
Sean Illing
I'm going to go with like a second skeptics tack. We saw something of a decline in birth rates after the mass adoption of the television, actually.
Christine Emba
Right.
Sean Illing
There was a similar time use issue, shall we say, but we seem to have come back from that. Why can we not come back from this?
John Byrne Murdoch
Yeah, I mean, look, I think we can come back from this. I try not to be a complete doomer on these things and weirdly for me, the fact, well, if it is a fact that a lot of what we're seeing has been mediated by smartphones and social media, making those tweaks to technology and like the nature of the platforms, usage of the platforms in some ways feels actually easier than solving the much bigger and as you said, often quite positive shifts that have driven these changes in the past. Now again, we can get onto how easy is it to actually change those digital happens. Australia has been trying it with limited success. The UK at the time we're recording, has just announced that it's going to try something similar. Not clear how successful that will be.
Sean Illing
You're referencing like the social media bans for younger people, right?
John Byrne Murdoch
Yeah. So if we think that the amount of time spent scrolling screens and to a lesser extent the content on those screens is having a. Is putting downward pressure on birth rates, those to me feel more fixable than a lot of the broad sweeping historical progress trends that would be much harder to reverse. So I sort of think it feels plausible to me that if someone told me that in 10 years there have been these big cultural shifts I don't know how we get there, but if someone said we've got there and suddenly it is. A colleague of mine made the argument that it could be a bit like smoking. Suddenly it becomes seen as very sort of low class to be sat there scrolling your phone. If someone told me that that has happened in 10 years time, I would probably expect that we would have more people in couples than having kids and that would feel a completely believable transition to me.
Sean Illing
A Vox writer, actually Eric Levitz built on your thesis recently to predict that actually we aren't going to turn back, that the trend is probably going to become significantly worse with the onset of AI. How does that factor into your thinking?
John Byrne Murdoch
Yeah, I mean everything at the moment, right? There's always an AI question and I think it's. But I think it's more appropriate here than in most places. Like we have seen that the data from firms like OpenAI has shown that a small but significant portion of the conversations that people have with platforms like ChatGPT is in the sort of personal relationship domain. Now it's interesting that OpenAI, among others, seem to be making a decision at the moment to move away from that basic chatbot usage and pivot harder to the professional usage, because that's where the money is. And if that happens, I think that would be a good thing. If AI does become a sort of workplace tool more than a imaginary friend, as it were.
Sean Illing
Substitute spouse.
John Byrne Murdoch
Exactly, exactly. But yeah, we have seen real world examples of that kind of usage and there is a seductiveness. You know, this technology is built to be an entertaining conversation partner on some level.
Ryan Reynolds
Right.
John Byrne Murdoch
And I, yeah, I would worry that those kind of sort of imaginary conversation partners. Yeah, like you said, substitute spouses, that could be a thing. Now I, I think that would be a very fringe thing, even if that is the road we go down. But certainly, yeah, if, if AI chatbot companions, as it were, are left to just evolve naturally, I do think there probably would be a small subset of the population for whom that would be a. Well, that would be the road they would go down. And yeah, that's, that's certainly not going to help people meet up in real life.
Sponsor Voice
Support for the show comes from bombas. There's nothing like a pair of solid, thoughtfully made socks. BOMBAS has got a whole line of pro level sports specific socks like socks for golf, yoga, the gym and every kind of runner. They also make great basics like T shirts, underwear and sandals, plus soft and supportive compression socks, perfect for all your summer travel. Nisha Shetal is our colleague here at Vox and she's tried Bombas herself. Here's what she thinks.
Colleague/Endorser
I love Bombas because they're just, they're
John Byrne Murdoch
such high quality socks.
Christine Emba
Socks.
Colleague/Endorser
They're very cushiony, they're very supportive. They're much better quality than most other socks that I've found.
Sponsor Voice
Bombas also has a great mission. For every item you purchase, an essential clothing item is donated to someone facing housing insecurity. One purchased equals one donated. With over 200 million donations and counting. Head over to bombas.com grayarea and use the code gray area for 20% off your first purchase. That's B O-M-B-A-S.com grayarea code gray area at checkout.
Support for the show comes from Jevony. Most people who get blood work done hit the same wall. Results come back and you get a nod and then everything looks fine. And then you go about your day. But then there's the other side of the coin. Something does come up and you're left to your own devices. Is your blood work flagged something and now you need to figure out what to do about it. Jevoty was made to close that gap. It's the first all in one precision health membership. As a member you get access to a dedicated three person care team including a functional health expert and longevity clinician. They review your blood work and build a plan personalized to you. Then whatever you need like supplements or prescriptions are shipped to your door every month. And their full body testing goes beyond blood work work. For example, you can get gut microbiome analysis, genetic testing, cancer screening and more. It's testing plus clinical support plus intervention all in one membership. Jevity's mission is to give you more healthy years so you're around and thriving for the moments that matter most. Right now, listeners can get 20% off membership at goevity.com grayarea that's G-O G E V I T I dot for 20% off your membership.
Colleague/Endorser
Hey friends. Olivia from Ollie. Between new routines and the ultimate group project known as parenting, you need science backed solutions that work with your life. That's where Ollie comes in. Start your mornings off right with multis made to support nutrition and immune health. Choose from our lineup of gut supporting probiotics and we've got occasional sleep support to help the whole fam chase their big dreams. Head back to class with the number one Gummy supplement brand. Stock up on ollie.com today. These statements have not been evaluated by the Food and Drug Administration this product is not intended to diagnose, treat, cure or prevent any disease.
Sean Illing
As you pointed out. You know, at the top of our conversation, fertility rates have already declined significantly. There are a number of countries that it seems like it may not be possible to pull back from this decline. Is there a route to recovery for most countries, or are we already caught in a sort of downward spiral? Like, can they come back up in a meaningful way?
John Byrne Murdoch
It's interesting, right, because there are countries, as you said, that have maybe bumped up a bit, and there are other countries where they've not seen nearly as steep a decline over the last 15, 20 years. So what I'm talking about is the general trend, but there are always exceptions. Now, it's very tricky to work out what it is about different countries that explains why they've not seen the same shift or why they have rebounded. There's some arguments that a lot of this is about people's real sense of religious or national identity, and they're sort of imperative to have children. Now, again, I'm not for a second saying that, therefore, that's the road other countries should go down, but that's certainly an argument why. For why countries like Israel have particularly high birth rates. Or there are other countries in Central Asia, sort of on the borders of Asia and Europe where birth rates are significantly higher and those sort of strong sense of. Of traditional values.
Sean Illing
You mentioned that South Korea's birth rates had rebounded slightly. How did that happen?
John Byrne Murdoch
Yeah, so South Korea is a really interesting one because, of course, everyone for the last few years including myself, has been saying, you know, look at this, look at the steep, sustained decline in South Korea's birth rate last couple years. It's ticked slightly upwards and people are making a bit less noise about that, which is often, often that negativity bias. So I think it's great that we do talk about this. The jury on what's happening there, I would say, is still out. But one really interesting thing is that the uptick in the birth rate over the last couple of years has gone on the back of an uptick in the marriage rate. So the two followed each other down and now they're following each other up. So I would say that that at least is suggestive that, again, relationship formation or the formation of strong, stable, secure relationships is key to this. So South Korea is a country where having children outside of marriage is still very, very rare, and cohabitation, that isn't marriage, is still fairly rare. So when we talk about marriage there, we're really talking about Relationship formation. And again, some argument, some say that it's a Covid rebound and that during the lockdowns and Covid, you had fewer marriages. Since then, some of those people that sort of put off their marriage by a couple of years have got married and had kids. Others say, well, we're talking about 20, 24, 25 here. That's not necessarily as clearly about COVID Maybe it's to do with policy shifts. So it's an ongoing discussion. But as I say, I think the most important thing there is that it came immediately after a rebound in coupling up. So to me, that at least suggests that that is where any policy or cultural shift needs to happen in order for the needle to move.
Sean Illing
This moment kind of feels like a historical turning point. Birth rates have been declining and suddenly we are really all aware of this. 50 years from now, are we going to look back at, you know, 2007 or the introduction of the smartphone or whatever that key inflection point was, and wish we had just thrown our phones into the ocean or something at that point, or are we going to adapt to this, do you think?
John Byrne Murdoch
The thing is, humans adapt. So I'm sure the most sort of apocalyptic versions of this story will almost certainly not come true. And whether that is because people adapt by more relationships and more kids, or whether we adapt by changing the way the economy and the interaction between the government and the economy and support for the elderly and that kind of thing, whether we change things on that margin, I'm not sure exactly what will happen, but I'm sure adaptations will come in one form or another, which will mean that things might get significantly harder and significantly worse in some way, but not quite as bad as the current, most apocalyptic scenarios look like. But yeah, look, I do think the number of time series trends where you see a bend between sort of 2008, 9, 10, is quite remarkable. And one thing we've not gone into in detail here is how we see that bend. Even in countries that weren't affected by the global financial crisis, Australia being the obvious example, weren't directly affected. So, yeah, I do think there's a chance that in a generation's time, people look back and think that was a real turning point. And yeah, that maybe we should have done something differently. But yeah, I'm optimistic that either, as I say, it's a scenario where in 10 years scrolling your phone is just extremely uncool, or various other adaptations have happened and we've managed to get by. But I think it's great that we're really Wrestling with it now in a way where a couple of years ago it was seen as this sort of fringe view.
Sean Illing
What would be your main recommendation for how we start to either tackle this problem of declining birth rates or adapt to it?
John Byrne Murdoch
On the tackling the problem, I do think, and again, it's a weird one where I know what my ideal destination looks like. I just don't know what the journey looks like. I think the destination is that people spend a lot less time aimlessly or doom scrolling on their phones. It's just how do you get there? It's not clear that A straightforward bans are the way A because they're often circumvented. B because you don't want to throw out all the good positive uses of mobile phones and social media and the Internet along with the negative uses. So I do almost think maybe some cultural shift that says suddenly you don't want to be seen scrolling your phone, but you're still going to use it to call your grandpa. Maybe that would be a way that we get there. In terms of adaptations. I mean, one thing that I just think is going to change everywhere is the pension age is going to continue ramping up. So I think it will become fairly common certainly in my lifetime, for government pensions to only start paying out when someone reaches 70, whereas until recently in many countries that was 65 or earlier. So, yeah, that will be a shift. There is one argument that maybe it's a happy coincidence that AI is arriving just at this time when we might start needing more workers and suddenly you have sort of infinite invisible digital workers. But of course, you know, that brings its own questions about unemployment and inequality and all of that. It may be that we could see different a way of blending those two, both the what we do and the adaptation to see more communal parenting again. So this would both this idea of alloparenting so you could simultaneously provide more support to young adults, young parents today who are struggling to juggle work and child rearing, as is more and more often the case. And in doing so, you show to everyone else how great little kids can be. Because there is one argument that part of what is happening now is we are just in kind of a doom loop where fewer people have kids or people have fewer kids, a bit of both. That means fewer people are exposed to the idea of kids. Fewer people see their peers having kids and think, well, maybe I should do that. Then people start getting annoyed at the existence of kids in certain places, like on airplanes or in restaurants and that kind of thing. And you create this sort of antenatal culture. So yeah, I sort of again, in my utopian future a decade away, people are not only doing less doom scrolling, they're also helping each other out with parenting and you just get a sort of more parent and kid friendly society. I admit that is extremely utopian, but maybe there's an element of that as well.
Sean Illing
I mean, I think a utopian scenario is a good one to end on. It tells us that there's still hope. John, where can we find more of
John Byrne Murdoch
your work at the FT? I'm@ft.com jbm my initials or I'm on all the socials under the name Jburn Murdoch.
Sean Illing
Lovely. We'll send all of our questions about alloparenting there.
John Byrne Murdoch
Thank you.
Sean Illing
Thanks for coming on the show.
John Byrne Murdoch
Thank you so much.
Christine Emba
All right.
Sean Illing
I hope you enjoyed this episode. I know I did.
Christine Emba
But as always, we want to know what you think. So drop us a line@thegrayareaox.com or leave us a message on our voicemail line at 1-800-214-5749. And once you're finished with that, go
Sean Illing
ahead and rate and review and subscribe to the podcast.
Christine Emba
This episode was produced by Thor Neueter and Beth Morrissey, who also runs the show, engineered by Shannon Mahoney. Fact Checked by Melissa Hirsch and Alex Overington wrote our theme music. Our executive producer is Miranda Kendi. The Gray Area comes out on Mondays and Fridays. Find it wherever you listen to podcasts.
Sean Illing
If you watch podcasts while you listen,
Christine Emba
you can do that too.
Sean Illing
Go to YouTube.com Vox for video versions
Christine Emba
of the Gray Area.
Sean Illing
The show is part of Vox.
Christine Emba
Support Vox's journalism by joining our membership program today. Go to Vox.commembers to sign up. And if you decide to sign up because of this show, let us know.
Wayfair Announcer
Most of us are one good deal away from finally replacing that worn out rug, fixing up the backyard, or getting the bedroom we actually want. Good news. That deal's almost here. Wayfair's Black Friday in July Sale get up to 80% off area rugs and up to 60% off outdoor and bedroom furniture. Shop Wayfair's huge selection of styles and find the piece to fit your style, budget and space, plus free shipping. Black Friday in July ends July 27. Shop today at Wayfair.com Wayfair Every style,
Ryan Reynolds
every home hey, it's Ryan Reynolds here from Mint Mobile. Now I was looking for fun ways to tell you that Mint's offer of unlimited premium wireless for $15 a month is back. So I thought it would be fun if we made $15 bills, but it turns out that's very illegal. So there goes my big idea for the commercial. Give it a try@mintmobile.com switch upfront payment
Colleague/Endorser
of $45 for three months, $90 for six months or $180 for a 12 month plan required $15 per month equivalent taxes and fees. Extra initial plan term only greater than 50 gigabytes. Me slow when network is busy. See terms.
In this episode, guest host Christine Emba (for Sean Illing) explores the worldwide decline in birth rates with John Byrne Murdoch, chief data reporter and columnist at the Financial Times. The conversation dives into the causes behind plummeting global fertility—from economic factors and gender roles to a striking new technological theory implicating the smartphone era. Together, they examine the consequences of lower birth rates, the (in)effectiveness of various government policies, and whether a smaller global population could, in some ways, be positive.
"If every woman in every couple had an average of 2.1 children per year... the population would pretty much stay at its current size. When that drops below 2.1... population will gradually start to fall." — John Byrne Murdoch (04:02)
"The timing of the decline and the levels themselves are playing out in ways that... don’t fit the historical patterns we’ve seen." — John Byrne Murdoch (08:30)
"What we're primarily looking at here is a decline among those in the bottom half or sort of bottom third of society." — John Byrne Murdoch (11:35)
"In countries like the UK and US, perhaps as much as half of the decline in birth rates since the 2000s can be attributed to that (housing)." — John Byrne Murdoch (13:33)
"They are perhaps working on some level. But... it’s not going to be a complete game changer for many people." — John Byrne Murdoch (15:10)
"One of the few things that does line up reasonably well with a downward inflection in birth rates... is the proliferation of smartphones." — John Byrne Murdoch (09:31)
Time Displacement:
"If you simply take a few hours out of your day and spend that with a phone, that is displacing other things... we've seen a steep decline in the time they spend socialising with other people." — John Byrne Murdoch (17:52)
Dating Apps' Paradox:
"A lot of these apps are essentially screen time apps... their incentives are misaligned. They want to keep you on that app; they don’t want you to find your soulmate, delete the app, and move on." — John Byrne Murdoch (22:41)
Pornography and Substitution:
Supporting Research:
"We’re seeing this decline in coupling at the same time as fathers are doing more domestic work and childcare than ever." — John Byrne Murdoch (31:30)
"When your birth rate falls significantly below 2.1... your average living standards per person are being pushed downwards." — John Byrne Murdoch (33:36)
Past mass adoptions of technologies (e.g., TV) caused similar time-use shifts and fertility drops, but birth rates rebounded.
Reversal now isn’t impossible; tech-driven shifts may be more tweakable than deep economic or social changes.
"If someone said we've got there [cultural change against doom-scrolling], I’d probably expect that we would have more people in couples, then having kids. That would feel... believable." — John Byrne Murdoch (37:54)
"If AI chatbot companions... are left to just evolve naturally, there probably would be a small subset of the population for whom that would be... the road they go down." — John Byrne Murdoch (39:21)
"The uptick in the birth rate over the last couple of years has gone on the back of an uptick in the marriage rate... That is where any policy or cultural shift needs to happen." — John Byrne Murdoch (44:43)
Societies will adjust—though challenges will be steep, and policies must move beyond financial nudges to reshape social habits and norms.
Potential routes:
"In my utopian future... people are not only doing less doom scrolling, they're also helping each other out with parenting—you just get a more parent- and kid-friendly society." — John Byrne Murdoch (50:57)
On the core problem:
"It's not just about financial calculus... The decision of whether and when to have kids is a massively multifactorial decision. It's probably the most personal decision anyone will ever make." — John Byrne Murdoch (15:10)
Describing the smartphone effect:
"There is this striking coincidence that over the period where people's screen time has gone up significantly, we've seen a steep decline in the time they spend socialising with other people." — John Byrne Murdoch (17:52)
On the potential for reversal:
"I try not to be a complete doomer on these things... making those tweaks to technology... in some ways feels actually easier than solving the much bigger historical progress trends." — John Byrne Murdoch (36:14)
On societal adaptation:
"Humans adapt... I'm sure adaptations will come in one form or another, which will mean that things might get significantly harder... but not quite as bad as the current, most apocalyptic scenarios." — John Byrne Murdoch (46:54)
John Byrne Murdoch remains hopeful: while the drivers of the fertility crisis are daunting and intersect with the very fabric of our modern lives, there are potential avenues for both adaptation and reversal—though no easy, single solution exists. The ultimate goal? Re-cultivating human connection, reshaping how we use our devices, and building societies that make coupling and parenting both possible and appealing again.