Who captures AI's surplus? It depends where the bottleneck sits
curious_vii · x · 2026-10-20
The author offers a framework: whether incumbents or newcos absorb the latent surplus from AI depends partly on whether the salient bottleneck lies inside or outside the existing corporate form. Outside it, expect equity-financed joint ventures; inside it, expect software where there was none, plus retooled SMEs.
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