AI Labor
AI Profits Are Becoming a Labor Claim
The AI boom is starting to produce a new kind of bargaining unit: not the people replaced by software, but the workers maintaining the scarce substrate that lets the boom exist.
AI Labor
The AI boom is starting to produce a new kind of bargaining unit: not the people replaced by software, but the workers maintaining the scarce substrate that lets the boom exist.
Markets
Capital markets are currently pricing AI as a frictionless force of creative destruction. They shouldn't. The dominant investment thesis treats artificial intelligence the way early markets treated the internet: as an inevitability that collapses legacy systems on contact. If your model is right, the portfolio practically builds itself