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VOICE ARCHIVE

Guy Berger

@econberger
6 posts
2026-02-24
This was an interesting read but I'm not sure it's internally consistent. Main questions that came to mind: 1/ Those who own the agents - what are they doing with the money they're making? Why isn't THAT fueling employment, GDP and stock prices? 2/ interest rates: high or low?
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 …

As always w/ @citrini.bsky.social an interesting read but I'm not sure it's internally consistent.  —  Main questions that came to mind:  —  1/ Agent owners: what are they doing with the money they're making?  Why isn't THAT fueling employment, GDP ? stock prices?  —  www.citriniresearch.com/p/2028gic
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 …

This was an interesting read but I'm not sure it's internally consistent. Main questions that came to mind: 1/ Those who own the agents - what are they doing with the money they're making? Why isn't THAT fueling employment, GDP and stock prices? 2/ interest rates: high or low?
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 …

As always w/ @citrini.bsky.social an interesting read but I'm not sure it's internally consistent.  —  Main questions that came to mind:  —  1/ Agent owners: what are they doing with the money they're making?  Why isn't THAT fueling employment, GDP ? stock prices?  —  www.citriniresearch.com/p/2028gic
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 …

2026-02-23
This was an interesting read but I'm not sure it's internally consistent. Main questions that came to mind: 1/ Those who own the agents - what are they doing with the money they're making? Why isn't THAT fueling employment, GDP and stock prices? 2/ interest rates: high or low?
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 …

As always w/ @citrini.bsky.social an interesting read but I'm not sure it's internally consistent.  —  Main questions that came to mind:  —  1/ Agent owners: what are they doing with the money they're making?  Why isn't THAT fueling employment, GDP ? stock prices?  —  www.citriniresearch.com/p/2028gic
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 …