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If AI leads to widespread unemployment, will consumption collapse as a result?
If consumption crashes, who will use the products created by AI?
If no one uses them, will technological progress come to a halt?
Most importantly, will the US stock market continue to rise?
These questions seem simple on the surface but fundamentally touch on the core of technological and economic development: does economic growth come from the supply side or the demand side?
In the short term, it is almost inevitable that consumption will be impacted.
In modern economies, consumption mainly depends on

Recently, there has been a lot of discussion on social media about Europe selling off U.S. Treasuries to counter the United States. It must be said that such views lack basic financial and geopolitical common sense. Europe's holdings of U.S. Treasuries can be roughly divided into two categories: one is official sectors (central banks, finance ministries, sovereign institutions), totaling about $2.5–3 trillion. These funds are highly cautious, with a slow adjustment pace, mainly serving as reserves and risk management tools rather than political weapons. If used as political weapons, the U.S. h

After more than 20 years, a reversal: the United States' future 5-year electricity infrastructure investment may surpass China
In the next five years, the total US investment in electricity infrastructure will exceed $2.1 trillion, while China's new 5-year plan allocates 4 trillion RMB.
This is the first time in nearly 20 years that US electricity infrastructure investment has overtaken China.
Wealthy AI giants are leveraging market power to fully modernize and privatize the US power supply infrastructure.
Among them, a company's backlog orders for generators, GEV, exceed $135 billion, nearly

Recently, there has been heated discussion about China's new birth rate dropping below 8 million in 2025, as if aging will become the final straw.
This is a complete misjudgment due to a lack of understanding of the AI revolution.
The robot revolution will soon solve the labor shortage, and the life sciences revolution brought about by AI will greatly alleviate aging within ten years at most.
In the future, 65 will be the prime age.
The major unemployment caused by AI is what China (and the United States) should fear the most.
There will no longer be any demographic dividend or engineer divide

The likelihood of Khamenei stepping down this year has already reached 59% on Polymarket.
It seems another old friend of a certain country is gone.