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VOICE ARCHIVE

Jon Stokes

@jon_stokes
7 posts
2026-02-24
Turns out the real AI-driven deflation scenario is, “we vibe-coded a viral ‘research note’ and the resulting hallucination caused a big market selloff.”
2026-02-24 View on X
CNBC

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …

This slaps if you have no idea how B2B SaaS works. (Apologies to all my smart mutuals who are impressed by this, but I just can't with it.) [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 …

Turns out the real AI-driven deflation scenario is, “we vibe-coded a viral ‘research note’ and the resulting hallucination caused a big market selloff.”
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 …

This slaps if you have no idea how B2B SaaS works. (Apologies to all my smart mutuals who are impressed by this, but I just can't with it.) [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 …

2026-02-23
Turns out the real AI-driven deflation scenario is, “we vibe-coded a viral ‘research note’ and the resulting hallucination caused a big market selloff.”
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 …

Turns out the real AI-driven deflation scenario is, “we vibe-coded a viral ‘research note’ and the resulting hallucination caused a big market selloff.”
2026-02-23 View on X
Wall Street Journal

Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.

This slaps if you have no idea how B2B SaaS works. (Apologies to all my smart mutuals who are impressed by this, but I just can't with it.) [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 …