"…the AI stock market disruption is spreading beyond software to other parts of what he calls the “#knowledgeeconomy”:
"If, thanks to AI, knowledge is suddenly ubiquitous and “free,” then investors could well fall back on things they can “touch,” whether copper mines, oil rigs, refineries, or turbine manufacturers etc. A new market trend which suddenly seems pretty obvious? If so, this is not great news for the relative performance of US stocks against the rest of the world."





