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VOICE ARCHIVE

@citrini7

@citrini7
31 posts
2026-02-24
This is the first article I've ever written with the express hope that I am wrong. People discussing the topics raised, becoming more proactive and being aware of the risks inherent to what's happening in technology is how that happens. I'm glad people are trying to prove or [image]
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
I spent 100 hours over the past week researching, writing and editing the piece we just put out.  It's a scenario, not a prediction like most of our work.  But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.  And we've released it for free.  Hopefully you enjoy it.
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn't disappoint. It exceeded every expectation. What happened? https://www.citriniresearch.com/ ...
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
Okay you can separate the reaction to the piece solely along the lines of people who understood the DASH point and people who somehow thought the point was that code was a moat for DASH (stupid). I am going to spell it out extremely simply. 1) Agentic commerce = agents are
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
in America, it's illegal to think about bearish outcomes. even if you've been bullish for 3 years straight - consider a bearish scenario and you're excommunicated from the twitterati [image]
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
If you want to read a piece that lays out the best bull/base case scenario, you should go read “Technological Revolutions and Financial Capital” by Perez. The book argues that every technological advancement follows the same framework as it relates to public markets. There's an
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

View original
This is the first article I've ever written with the express hope that I am wrong. People discussing the topics raised, becoming more proactive and being aware of the risks inherent to what's happening in technology is how that happens. I'm glad people are trying to prove or [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
I spent 100 hours over the past week researching, writing and editing the piece we just put out.  It's a scenario, not a prediction like most of our work.  But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.  And we've released it for free.  Hopefully you enjoy it.
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn't disappoint. It exceeded every expectation. What happened? https://www.citriniresearch.com/ ...
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
Okay you can separate the reaction to the piece solely along the lines of people who understood the DASH point and people who somehow thought the point was that code was a moat for DASH (stupid). I am going to spell it out extremely simply. 1) Agentic commerce = agents are
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
in America, it's illegal to think about bearish outcomes. even if you've been bullish for 3 years straight - consider a bearish scenario and you're excommunicated from the twitterati [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
If you want to read a piece that lays out the best bull/base case scenario, you should go read “Technological Revolutions and Financial Capital” by Perez. The book argues that every technological advancement follows the same framework as it relates to public markets. There's an
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

View original
2026-02-23
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It's a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
Okay you can separate the reaction to the piece solely along the lines of people who understood the DASH point and people who somehow thought the point was that code was a moat for DASH (stupid). I am going to spell it out extremely simply. 1) Agentic commerce = agents are
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn't disappoint. It exceeded every expectation. What happened? https://www.citriniresearch.com/ ...
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
in America, it's illegal to think about bearish outcomes. even if you've been bullish for 3 years straight - consider a bearish scenario and you're excommunicated from the twitterati [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
If you want to read a piece that lays out the best bull/base case scenario, you should go read “Technological Revolutions and Financial Capital” by Perez. The book argues that every technological advancement follows the same framework as it relates to public markets. There's an
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
This is the first article I've ever written with the express hope that I am wrong. People discussing the topics raised, becoming more proactive and being aware of the risks inherent to what's happening in technology is how that happens. I'm glad people are trying to prove or [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

View original
2026-02-17
“RAMaggedon” [image]
2026-02-17 View on X
Wall Street Journal

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand

For decades, memory chips were low-margin commodity products.  Now the industry can't make enough to satisfy data centers' hunger.

View original
“RAMaggedon” [image]
2026-02-17 View on X
Bloomberg

Sources: Sony is considering delaying its next PlayStation console to 2028 or 2029; Nintendo is considering raising Switch 2 prices, amid a memory chip shortage

(Read more at Bloomberg) [image]Forums:r/GamingLeaksAndRumours:Bloomberg: Sony is considering pushing back the debut of its next PlayStation to 2028 or 2029, Nintendo contemplating...

View original