Economics

The AI Giants Are Selling You Scarcity. Here’s Why Intelligence Is About to Be 100x Cheaper

You’ve probably felt the anxiety that AI is pricing you out of the future. But the cost of reaching a fixed level of AI capability is about to drop 100x. The AI giants aren’t selling you a premium good—they’re sitting on a pricing bubble that’s about to burst, turning intelligence into cheap infrastructure.

AI Creators Are Digital Polluters. And That’s Exactly Why Human Art Will Win.

AI-generated 3D models are flooding marketplaces, but almost no one buys them. The data shows one in six models is AI, yet they account for only $1 out of every $90 in revenue. This digital pollution paradoxically makes human-created work more valuable, as trust and proof of humanity become the only scarce resources. The future isn’t AI slop – it’s authenticated human craftsmanship.

The AI Productivity Lie: You’re Working 3x Harder for the Same Nothing

AI is making individuals 2–3x more productive, but macro‑productivity remains flat. The surplus is captured by capital, not workers. The system is designed to extract value, not reward effort. The real productivity crisis isn’t a lack of output—it’s a lack of distribution.

Your Million-Dollar GPU Cluster Is a 24-Year Trap. DeepSeek Just Proved It.

DeepSeek’s extreme cost efficiency—running at just $1.14 per user per day—has completely upended the traditional AI infrastructure strategy. With a dual DGX setup taking 24 years to break even, pouring millions into raw compute is no longer a path to AI leadership. It’s a sunk cost trap. The real advantage lies in model efficiency, not GPU hoarding.

The H-1B Immigration Study That Flips the Debate on Its Head

A new NBER study reveals that the 1999-2003 expansion of H-1B visas actually raised incomes in exposed industries, challenging the zero-sum narrative. The research shows that immigration restrictions operate like a supply-chain shock, hurting long-run productivity far more than any short-term displacement. This flips the debate on its head.

AI Will Make You Unnecessary. That’s the Best Thing That Could Happen.

The fear of AI making you unnecessary is real, but it’s also the greatest opportunity we’ve ever had. The future isn’t about losing your job—it’s about finally valuing what truly matters: trust, attention, and meaning. The bottleneck isn’t technology; it’s our refusal to treat non-market contributions as real work.

Calling It ‘Inflation’ Is a Lie. The Real Word Is Devaluation.

The fight over whether to call it ‘inflation’ or ‘devaluation’ isn’t linguistic nitpicking. It’s a struggle over whether you get to see the hidden wealth transfer embedded in debt-ceiling politics. ‘Inflation’ sounds like weather. ‘Devaluation’ sounds like policy. And politicians on both sides prefer the weather forecast.