Yafah Edelman

Yafah Edelman × David Owen × Marco Mascorro × Erik Torenberg

Inference demand, subscription revenue, and continued capability gains suggest AI has not become an obvious bubble, although ever-larger development costs could still overwhelm current profits if progress stalls.Coding and computer-use agents are already useful but imperfect, while a 20%-30% chance of a five-percentage-point unemployment shock within the next decade makes labor-market discontinuity, policy response, and the uncertain 2045 superintelligence timeline key variables.