AI Valuations Rely on Replacing Human Labor, But Nobody Wants That 'Win'

zetalyrae · x · 2026-08-12

The commentary points out that the AI industry's business models and massive valuations fundamentally rely on the assumption that their Total Addressable Market (TAM) is the entire human labor market.

However, the industry's marketing presents a paradox: it promises to replace human labor with Universal Basic Income (UBI) while simultaneously hinting at the potential extinction of mankind. This threatening narrative explains the lack of public and elite enthusiasm for achieving this kind of technological "win."

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