Predicting Losers Is Easier Than Winners: AI Bulls Bet on Near-Infinite Demand for Intelligence
toptickcrypto · x · 2026-10-19
toptickcrypto argues that in technological revolutions, losers are easy to spot but winners are not — newspapers were an obvious casualty of the internet, while a winner like Uber was nonobvious ex ante. AI bulls are essentially betting there's nearly infinite demand for increasing intelligence.
In a follow-up, he adds that future products and their unit economics are harder to predict than today's shortage economics. Agentic coding products surprised to the upside this year, and if the cycle isn't over, other knowledge work could replicate that success.
Related event: Agent coding products exceed expectations; analysts debate AI demand logic(2 posts)→
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