It’s 2049, the world economy is 100x that of 2026. Of which only 2% is activities that entered the 2026 GDP, and 98% is new agent native services and markets.
The two frontier labs have passed RSI 20 years ago and stopped selling ASI. They only sold powerful AGI which on par with open weights models but way behind the frontier. They kept ASI for themselves and profit by selling its artifacts not its tokens: new drugs, materials, motors, industrial processes, physical infrastructure, robot labor, competing directly in many industries from finance to manufacturing.
Many traditional companies are doubling output every few years by deploying AI desperately trying to compete, but the top labs are doubling every month and are now worth 30 quadrillion dollars (or half the investable wealth in the world).
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Is this the natural equilibrium with recursive self-improvement?
What institutions and markets do we need to push towards more balance of power and ownership?