The Joseph Carlson Show Something Big Is Happening
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Feb 11, 2026 Discussion of rapid AI progress and the viral narrative driving market panic. Examination of which software and data firms face real AI risk and which may be insulated. Deep dive into Meta: valuation, capex, Reality Labs debate, and why a large buy signals conviction. Overview of portfolio moves, sector sell-offs, and a framework for positioning through the AI-driven market shift.
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AI Progress Has Entered Hypergrowth
- AI progress has accelerated from poor arithmetic in 2022 to writing working software and passing exams by 2024.
- That pace suggests models may outperform most humans at knowledge tasks within a few years.
AI Is Improving Itself
- AI is being used to build and debug newer AI models, creating a self-reinforcing cycle of improvement.
- Researchers call this an intelligence explosion and say the process has already started.
Knowledge Work Faces Structural Risk
- If AI surpasses PhD-level performance, many knowledge-work tasks and services face displacement risk.
- Sectors like legal research, financial analysis, and content creation already show clear AI competence.