Bearishness for Non‑AI Stocks Is Reasonable

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* 00:00 - Introduction

* 03:26 - The Headline Destination

* 05:41 - And That’s Terrible

* 09:08 - SaaSpocalype Now

* 09:58 - Levels of Friction Go To Zero …And That’s Terrible

* 12:03 - DoorDash and Uber

* 13:53 - Breaking Into The Marketplace

* 14:43 - Who Captures The Surplus?

* 15:30 - For Everything Else

* 21:59 - Real Estate Realism

* 24:29 - Everything Is Awesome And No One Is Happy

* 24:59 - Bearish For Non-AI Stocks Is Reasonable

* 26:59 - Other Levels of Friction Problems

* 28:00 - Oh Over There? That’s The Singularity

* 29:29 - Have I Got A Job For You

* 31:11 - Systemic Failure

* 33:57 - What Me Worry (About Economics)?

* 38:50 - We The People

* 41:07 - The Efficient Market Hypothesis Is False

https://open.substack.com/pub/thezvi/p/citrinis-scenario-is-a-great-but?utm_campaign=post-expanded-share&utm_medium=web