A strategic compass for navigating the transition from human cognitive labor to synthetic intelligence — mapping the breakthroughs and risks that will define the coming era.
The transition toward Artificial General Intelligence (AGI) and Artificial Superintelligence (ASI) is not a distant sci-fi scenario; it is an active, heavily funded industrial pipeline. Over the next decade, the global economy will undergo a fundamental shift: the transition from human cognitive labor to synthetic intelligence.
What began as rapid advancements in software has now evolved into a massive "capital supercycle" — a global race to build the physical and computational infrastructure necessary to power this new era. Synthesizing hyperscaler capital expenditure data, economic trends, and expert consensus, this timeline cuts through the noise to map out the realistic trajectory of this transformation.
High economic anxiety, white-collar disruption, and the beginning of the "capital-for-labor" substitution.
Radical scientific breakthroughs paired with severe societal dislocation, psychological crises, and the automation of research.
A bifurcation between unimaginable biological abundance and the acute risk of losing control of our own future.
Driven by The Great RotationGlossaryA major market shift observed in early 2026 where investors began moving capital away from the Big Tech hyperscalers funding the $690B AI infrastructure buildout, and into small-cap stocks and "productivity beneficiaries"—traditional companies successfully using AI to reduce operating expenses., investors are moving capital out of Big Tech AI stocks, citing "valuation bubble" fears, and into small-caps and gold. The "AI ROI" reckoning is moving from theory to market action.
The macro-thesis: Big Tech is betting on replacing human labor. The market sentiment: investors are skeptical that this bet will pay off quickly enough to justify current valuations.
Three perspectives on where this trajectory leads — the economic reality, the existential risk, and the utopian upside.
Sal Khan on workforce displacement: call centers, software engineering, and the 1% reskilling pledge.
Tristan Harris on the race to build a superintelligent digital god — and why we can't let six people decide for eight billion.
Dario Amodei's vision of radical biological freedom, eradication of disease, and the compressed 21st century.