WEALTHSTEADING Podcast investing retirement money stock market & wealth AI Apocalypse media narrative is foolishly CORRECT
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Feb 20, 2026 Discussion of a Supreme Court tariff ruling and its impact on regulation and markets. A contrarian take that the AI apocalypse narrative is correct in a revelatory sense. Debate over whether AI will create bubbles, burn money, or disrupt SaaS. Historical parallels with Kodak and which types of work are most at risk or resilient.
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Tariff Ruling Signals Targeted Industrial Policy
- The Supreme Court ruling struck down erratic tariff use but preserved targeted tariffs for national security and unfair trade.
- Combined with Chevron's overturning, this signals a path toward less executive-branch regulation.
Mutually Exclusive AI Narratives
- The AI apocalypse narrative contains mutually exclusive claims that can't both be true at once.
- Either hyperscalers prevail or software-as-a-service firms collapse, but not both simultaneously.
Integrate AI Or Fall Behind
- Adopt AI if your software company can integrate it; winners will be those who implement AI well.
- Lose or adapt quickly, because firms that fail to apply AI will go bankrupt.
