2026–2028: GPU farms, agents and the AI recession

Hi, I’m Sergey Osipov (@s_osipov) 🦄 Unicorn co-founder. Investor 🎙️ Host of Naturally Artificial founder-to-founder talks in the AI era 💡 Join for unfiltered startup wisdom! #AI #Startup #RollUps #Founders #Investing #Tech

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Then the agents arrived and did what no consumer ever had the discipline to do. They simply stopped tolerating nonsense. No more forgotten subscriptions, no more paying a lawyer to find a suspicious clause. Every business built on human laziness and information asymmetry met a cold optimizer running on tokens

2028: unemployment hits 10%, S&P down 38%, and your former Salesforce PM is now driving your Uber and genuinely grateful for the tip. Recession? Tougher! It's an intelligence displacement spiral. Companies cut people to buy more AI -> AI makes more people redundant -> people cut spending -> businesses die and buy more AI to survive

The owners of compute saw their wealth explode as labor costs vanished. Meanwhile, real wage growth collapsed…. In every way AI was exceeding expectations, and the market was AI. The only problem…the economy was not

These ideas are from THE 2028 GLOBAL INTELLIGENCE CRISIS, a powerful long read which fuels the fears in a style of Something Big is Happening. Are you an alarmist? Enjoy 👾

#GhostGDP #AIBoom #Fintech #AIRecession #Tokens #AIagents #AIjobs

Robotic agents in an open office monitor a large red market chart labeled 'Intelligence Update v2028', visualizing automation replacing human labor in finance.
Robots monitor a red market downturn on a central screen — a visual metaphor for AI agents displacing human workers and triggering economic stress.

Discussion

Artyom
Ah yes the great purge of intentional underperformers
Антоний “HomeTech Antony”
Well, you can be alarmist or the advocate, but what is clear that it is not going to work in the conventional understanding of capitalism anymore. So the right question is where are we going with this instead?
Muhammad Izzuddin Bin Ishak Izzuddin
Ha
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