The Boom Is the Fuse
A productivity boom and a classic credit crisis are not competing forecasts. They can be two sides of one event — and the boom can be part of the mechanism that produces the collapse.
The Salary Is Hourly Billing
The firm that bills by the hour cuts its own revenue when output per hour doubles. So does the worker on a fixed salary — one level down, same division problem.
Who Keeps the Dividend
Productivity is rising and the labor share just hit its lowest reading since 1947. The dividend is real. It is not being shared.
The Gap Isn't in the Weights
Everyone is clamoring that AI will soon cost more than the engineers it replaces. Most don't understand what is unfolding
The Dishes Were Load-Bearing
What a universal home robot actually does to the household isn't eliminate the argument. It relocates it... usually to worse ground.
The AI Boom Is Being Financed With Money You Can't See
The world's central bank just put a name to it... "shadow borrowing." The same move is running through three markets at once. And the person standing at the end of the chain is you.
A Trillion-Dollar Markup
The largest IPO in history prices a trillion dollars of unproven optionality as if it were already earned.
We Already Ran the Experiment
The 1948–1973 economy is the control group for everything we're about to do with AI.
The CEO Should Have Been First
How AI deployment reveals power structure, not value and what would change if it didn't.