Bad outlook for SAP, ServiceNow, Mastercard, and Visa
Are we entering a winner-takes-all AI era or a systemic economic shock? In the seventh episode, Jens de Buhr and Alvin Wang Graylin argue that the real disruption is not model quality but collapsing costs. As intelligence approaches the price of electricity, AI agents shift from tools to autonomous economic actors, replacing software suites, service revenues, and white-collar workflows at scale. A viral U.S. forecast warns of a “Global Intelligence Crisis” by 2028: automation drives layoffs, demand weakens, and the cycle reinforces itself. The debate is no longer about who has the best model, but whether markets and governments can...