The economic surplus won't go to employees or companies but to the AIs (lobsters) in a 'crypto dystopia'.

The economic surplus won't go to employees or companies but to the AIs (lobsters) in a 'crypto dystopia'. | But I thought you were going to say something different, Alex. I thought you were going to say that all of the additional capital creation is going to become resonant with the lobsters. That it's not going to be the companies, it's not going to be the employees, it's going to be the AI that claim the capital formation capability >> only in the crypto dystopia.

But I thought you were going to say something different, Alex. I thought you were going to say that all of the additional capital creation is going to become resonant with the lobsters. That it's not going to be the companies, it's not going to be the employees, it's going to be the AI that claim the capital formation capability >> only in the crypto dystopia.

Beneficiaries (11)

Adverse (2)

{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "SPECULATION",
  "role": "Host",
  "caveats": "Only under a specific crypto-dystopia scenario",
  "context": "I thought you were going to say that all of the additional capital creation is going to become resonant with the lobsters... only in the crypto dystopia.",
  "to_year": 2035,
  "verbatim": "But I thought you were going to say something different, Alex. I thought you were going to say that all of the additional capital creation is going to become resonant with the lobsters. That it's not going to be the companies, it's not going to be the employees, it's going to be the AI that claim the capital formation capability >> only in the crypto dystopia.",
  "conv_cues": "only in the crypto dystopia",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "unspecified future",
  "conv_level": "LOW",
  "milestones": [
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      "kind": "llm_pre_event",
      "label": "First documented case of AI agent treasury exceeding $100M",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.35,
      "expected_date": "2027-11-01",
      "research_origin": "training",
      "expected_date_range": {
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        "from": "2026-09-01"
      },
      "measurement_criterion": "On-chain or audited disclosure shows wallet/treasury controlled by autonomous AI agent (no human signing keys) holding crypto/fiat equivalent of >=$100M"
    },
    {
      "kind": "llm_post_event",
      "label": "First sovereign or institutional AI agent fund publicly disclosed",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.25,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
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      "measurement_criterion": "Sovereign wealth fund, pension fund, or major asset manager discloses a fund whose primary asset class is AI-agent-controlled treasuries or revenue streams >=$1B AUM"
    },
    {
      "kind": "llm_post_event",
      "label": "Labor share of US national income drops below 55% (post-1947 record)",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2029-03-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "BLS labor share of nonfarm business sector falls below 55% for 4 consecutive quarters — vs ~58% 2024 baseline and 64% 1947 peak"
    },
    {
      "kind": "llm_post_event",
      "label": "AI infrastructure capex exceeds combined wages in non-tech sectors",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.3,
      "expected_date": "2029-06-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-12-01"
      },
      "measurement_criterion": "Aggregate AI capex (chips, data centers, models) at top-20 hyperscalers exceeds aggregate wage payments in agriculture+manufacturing+retail per BEA/BLS"
    },
    {
      "kind": "llm_post_event",
      "label": "AI agent revenue capture exceeds median household income aggregated",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.15,
      "expected_date": "2029-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2028-06-01"
      },
      "measurement_criterion": "Aggregated annual revenue accruing to AI-controlled wallets/treasurie
... (truncated)