The 2028 Global Intelligence Crisis — Citrini Research and Alap Shah lay out a macro doom scenario: AI displaces white-collar workers faster than they can land comparable jobs, consumer spending collapses, companies accelerate AI adoption to protect margins, and the feedback loop has no natural brake. The $13 trillion mortgage market takes a hit, and all holy hell breaks looks. It’s a well-constructed piece - worth a read if for no other reason than it’s fodder for your weekend conversations.

I particularly disagree with the idea:

A competent developer working with Claude Code or Codex could now replicate the core functionality of a mid-market SaaS product in weeks.

But you be the judge!!

Contra Citrini — John Loeber’s rebuttal. His core argument: institutional friction and inertia will slow the timeline dramatically. Everything is more complicated and takes longer than you think, He isn’t disputing that AI disruption is real — he’s skeptical that it arrives on such a fast timeline.

I agree more with this view - the history of Cloud adoption; or mobile; or big data; or whatever ground-breaking technology you like… it all has taken way way way way longer than anyone thought. Heck, companies are still moving to the cloud.

The Cyborg Era: What AI Means for Jobs — A guest essay by Sébastien Krier via Alex Imas. This is a more optimistic frame: comparative advantage, human preference for certain services, and economic frictions will keep humans in the game even as AI scales.

THE GUNDO But to be clear - none of these are considering what is happening in the Gundo. Which I consider to the most optimistic of all futures.

Your Zen for Friday

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