Institutional Thoughts
Chapter 8 — Governing the Age of Unemployed Growth The final chapter explores possible futures. The key question: How do societies remain stable when productivity no longer requires mass employment? Core thesis: AI does not primarily destroy jobs. It destroys the economic necessity of labor. The crisis is not unemployment, but the persistence of degraded work despite abundance. Relevant policy question
Read MorePart III — The Political Economy of AI Chapter 7 — The Illusion of AI Readiness Governments believe they can solve AI disruption with: research funding workforce training regional clusters infrastructure But structural limits exist:
Read MoreChapter 6 — The Talent Bottleneck Why most workers cannot adapt fast enough. Topics: AI literacy gap elite talent capture immigration and talent wars the shrinking cognitive middle class Key concept: AI produces a thin layer of high-productivity workers and a large layer of redundant labor.
Read MorePart II — The New Economic Geography Chapter 5 — The AI Cluster Economy Topics: geographic concentration of AI data centers and compute clusters university ecosystems capital concentration Examples: Bay Area London Shenzhen Riyadh / Abu Dhabi (future) Argument: AI economies become more centralized, not distributed.
Read MoreChapter 4 — The Collapse of Under-Cultivated Industries sector divergence. Some sectors become hyperproductive: software finance biotech media Others stagnate: education public sector traditional services Consequences: wage polarization talent migration innovation deserts Key concept:
Read MoreChapter 3 — The Productivity Super-Worker How AI creates extreme productivity concentration. Topics: one engineer replacing teams small firms replacing large organizations AI-enhanced professionals “10x → 100x → 1000x worker” This connects directly to your idea: only a handful of workers who master the tools survive in the labor market. This produces:
Read MorePart I — The New Production System Chapter 2 — The Collapse of the Marginal Labor Requirement Why AI is different from past automation. Topics: software as a universal production tool near-zero replication cost AI agents replacing cognitive labor scaling without hiring Key insight:Traditional production function: $$Y=f(K,L)$$ AI economy:
Read MoreChapter 1 — The Paradox of Unemployed Growth Core question:How can economies grow while employment and wages stagnate? Main arguments: GDP growth no longer implies labor demand growth AI introduces a decoupling between production and employment Historical precedent: automation waves, but AI is different in scale Introduce the concept of “Unemployed Growth” Key idea:
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EU autonomy, U.S. guarantees, NATO credibility If Ukraine is the battlefield and Washington the guarantor, Europe is the arena in which the long-term consequences will be absorbed.
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Small state vs empire logic At its core, the war in Ukraine is not only a military confrontation. It is a collision between two conceptions of political order: the sovereignty of small states and the strategic logic of empires.
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NATO Expansion, Russian Resentment, European Complacency The war in Ukraine did not begin in 2022. It began in the failure of an assumption.
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Deterrence, Diplomacy, and the Limits of American Commitment If the war in Ukraine is a test of European order, it is equally a test of American strategy.
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In February 2022, Russia’s full-scale invasion of Ukraine shattered more than a border. It disrupted a strategic assumption that had underwritten European politics for three decades: that order on the continent was durable, that interdependence reduced the probability of war, and that large-scale territorial revisionism had become prohibitively expensive in the modern international system.
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Unemployed Growth
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The Cost of Order: Taiwan and the Remaking of West Pacific
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Democracy has been regarded as the golden rule to be the most stable and productive ruling system to human kind.
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