Index

2026

73 posts

If the AI Bulls Are Right, the S&P 500 Crashes 38%

Citrini Research's 2028 macro scenario makes a chilling case: the more AI succeeds, the worse the economy gets. An analysis of Ghost GDP, the Intelligence Displacement Spiral, and why optimism itself may be the risk.

ChatGPT Is Android, Claude Is iOS

Why $300B evaporated from SaaS stocks as ChatGPT and Claude race to become the AI app store - and what the 2008 mobile wars tell us about what comes next.

Hello, World!

My first blog post - a small experiment in content marketing, built with Astro.