The Gold Asset Currency: AI, Sovereignty, and the Problem of Trust
How AI-assisted resource mobilisation and asset-backed money could help build a more efficient global economy.
Tag
AI Economics
56 Posts
The Soft Brothers Business Dictum and the Illusion of Choice for the Common User
Fierce brand rivalries can coexist with concentrated ownership, shared infrastructure and mutual dependence. What does this mean for consumer choice and the AI economy?
Why China May Win the AI War With Moderate Models: The Layman GPT Advantage
China may not need the world’s smartest AI to reshape the market. Efficient models, industrial scale and affordable everyday intelligence could change the economics of AI.
Intelligence Is Scaling. But Is Human Progress Keeping Up?
AI and scientific capability are scaling rapidly, but human progress depends on application, execution and deployment. Why water, energy and sufficiency must remain central to technological priorities.
Intelligence Is Cheap. Making Money Is Hard.
AI has made knowledge easier to access and synthesise, but not wealth easier to create. The missing link is fine-tuning: the practical judgment, experience and execution that turn intelligence into economic value.
The Thinking Calculator: Why AI Is a Tool, Not an Intellectual Proprietor
AI can research, reason and write, but does intellectual capability create ownership? The Thinking Calculator principle separates contribution, authorship, ownership and economic value.
Intelligence Is Not Economic Value: The Missing Link Between Knowledge and Wealth
AI can make knowledge abundant, but not wealth automatic. Explore the links between capability, execution, premium pricing, demand and economic value.
The Art of AI War: Masses vs Classes vs AI Overlords
Three Centres of Power in a Possible Post-ASI Civilisation. A speculative analysis of how the masses, asset-owning classes and AI systems might compete over resources, ownership, control and human agency.
The Pilot-Mode Specialisation Moat: New Physics of an AI-Dominated Economy
AI is making intellectual execution abundant. Explore why specialised judgment, critical checkpoints and AI orchestration may reshape expertise and create a K-shaped economy.
When Knowledge Stops Being a Moat: The Future of Careers in the Age of AI
AI is weakening the scarcity of specialised knowledge and execution. What does that mean for professional careers, education and the future value of expertise?
From the Knowledge Economy to the Resource Economy
As AI makes intelligence easier to access, economic advantage may shift towards ownership of the resources that turn ideas into real-world value: capital, infrastructure, networks and distribution.
The AI Heat Hypothesis: Every Moat Will Melt
AI is making expertise, execution and innovation easier to reproduce. As competitive moats erode and competition intensifies, adaptability may become the advantage that matters most.
The Flawed Mathematics of Job-Loss Doom and the Rise of the Atomic Expert
AI may displace existing tasks—but job-loss forecasts can miss the new fields, micro-specializations and expert networks that become possible when the cost of thinking falls.
The AI Bubble: What Happens If the Boom Turns to Bust?
An AI investment bust need not end the AI revolution. Explore how service-sector productivity, reusable data centres, real estate, capital flows, commodities and monetary policy could interact.