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Bullish on AI, Bearish on Everything Else AI might displace knowledge workers faster than the economy can absorb. Here's how I'm thinking about the deflation story, the policy response, and portfolio positioning. AI Slop Is a Setup Problem The difference between useful AI and generic mush isn't the model. It's everything you haven't told it. What happens when you build a todo app for you and your AI assistant I built Slate knowing Claude would be using it too. Six days of data shows two interfaces, two jobs.