https://x.com/commonsenseplay/status/2025721764882567377?s=20
1. It's a "what if" scenario from called the 2028 Global Intelligence Crisis.
2. It's not saying it WILL happen, just a smart thought experiment on what could go wrong if AI gets way too good too fast.
3. The basic idea: Late 2025 AI agents start doing most white-collar work - coding full apps, customer service, analysis, bookings, you name it. Companies go nuts replacing people to save money.
4. At first it looks awesome - profits jump, stocks rip higher into late 2026.
5. Then the nasty loop hits - all those laid-off office workers (who do most of the spending on houses, vacations, cars, restaurants) stop buying stuff.
6. Sales drop everywhere. So companies lean even harder on AI to cut more costs then Rinse and repeat.
7. They call it "Ghost GDP" - machines make more but regular people have no cash to buy it.
8. By mid-2028 in this story, Unemployment hits 10.2% S&P 500 down 38% from the highs!
9. House prices tank in tech cities (SF -11%, Seattle -9%, Austin -8%)
10. SaaS companies laying off 15%, private credit defaults popping, payments slow down