The 2028 Global Intelligence Crisis Explained

The rapid advancement of AI is creating a "Global Intelligence Crisis" by automating tasks previously performed by white-collar workers. This displacement leads to wage compression and reduced consumer spending, impacting the real economy despite booming productivity metrics.

Financial markets are vulnerable as companies that depend on human intermediation and friction face disruption, potentially leading to widespread defaults in private credit and mortgage markets. Traditional policy responses may prove insufficient to address this structural shift driven by increasingly capable and cheaper machine intelligence.