If the AI bubble pops, the root cause will be pure labor substitution thinking
curious_vii · x · 2026-10-31
The author argues that if an AI financial bubble exists and eventually bursts, it will trace back to two errors: treating AI as pure labor substitution (a category error), and the hubris of believing you can move faster than human time in the limit. In a follow-up, they add that talent is the binding constraint, and the ideal profile for an "FDE" is not what most people imagine.
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