April 2026
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Part 1 of 2: The Labor Clock This is a two-part piece. The labor restructuring is the most layered of the four clocks in the AI economic reconfiguration, so I’m breaking this up into two parts. Part 1 covers what the data already shows: who is capturing the productivity surplus, and why the bifurcation happening…
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Tyler Cowen has one of his regular, random posts over at Marginal Revolution (excellent blog that is worth following): I have driven cross-country four times, at least if you count a 3/4 trip as valid. I also have driving experience in virtually all states, including Hawaii and Alaska, neither of which would be part of typical…
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The AI infrastructure industry faces a significant financial challenge, needing approximately $800 billion annually to cover interest on investments. As capital concentrates in this sector, it affects broader economic stability, with potential underfunding of critical areas like healthcare and climate resilience. Two paths lie ahead: successful returns or fiscal strain.
nitin badjatia 