Productivity
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Part 2 of 2: The Labor Clock This is Part 2 of a two-part piece on the labor restructuring underway in the AI economy. Part 1 covered the bifurcation already visible in current data and the historical pattern of who captures productivity surpluses. This piece goes underneath that, to a structural problem that moves on…
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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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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 