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The Kobeissi Letter on X: "It's Too Obvious. What If AI Doesn't Actually End The World?" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Home Explore Notifications Follow Chat Grok Bookmarks Creator Studio Premium Profile More Post Manh Duc Hoang @duchng412 Article See new posts Conversation The Kobeissi Letter @KobeissiLetter Subscribe It's Too Obvious. What If AI Doesn't Actually End The World? 512 1.6K 8.8K 6.1M The stock market just erased -$800 BILLION in market cap because AI "taking over the world" is becoming the consensus view. That view is too obvious. And the "obvious" trade never actually wins. Before we begin, BOOKMARK this article and refer back to it over the next 12 months. The doomsday scenario went viral because it captured something visceral. It framed AI not as a productivity tool, but as a macroeconomic destabilizer capable of triggering a negative feedback loop: layoffs lead to weaker consumption, weaker consumption leads to more automation, and automation accelerates layoffs. What's obviously true: AI is not another software f

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