The AI Ouroboros
2026-02-25
artificial intelligenceeconomicspersonalwritingOr: The Market Discovers That Humans Were Load-BearingI read Citrini Research's "The 2028 Global Intelligence Crisis" piece.Core tension: AI bullishness for corporate margins and AI bullishness for the economy may be contradictory. The productivity gains that send earnings screaming upward are the same gains that vaporize the consumer spending base those earnings depend on.It is an ouroboros.The mouth is very pleased. The tail has concerns.