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6 months ago

The notion that AI is the first technological revolution in history to boost only productivity without creating new demand is fundamentally wrong. Only technologies that spark entirely new categories of demand truly qualify as revolutions. In this cycle, that demand hasn't materialized yet—not because it doesn't exist, but because it's arriving at massive scale from AI agents themselves, rather than from human needs we're used to imagining. New demand begets new supply. That means AI agents will need to generate real creativity and output at a level we've never seen—fueling the next explosive flywheel of innovation. Future wealth creation will no longer be driven by human needs—it will be driven by AI agents.

May 7, 2026, 01:20 AM
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