Milk Road AI The Viral “2028 Global Intelligence Crisis” Essay Explained: Is the Economy Doomed? w/ Kyle Reidhead
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Feb 25, 2026 Kyle Reidhead, AI and markets commentator, gives a rapid breakdown of the viral “2028 Global Intelligence Crisis” scenario. He explains why software may be hit first and which sectors like hardware, energy, and manufacturing could fare better. Short, sharp takes on moats that protect platforms, investment themes such as GPUs and energy, and which companies might scale with AI.
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Most Companies Aren't Using AI Yet
- Kyle notes most companies outside Silicon Valley aren't even discussing AI yet and adoption will be slow across the broader economy.
- He contrasts active AI users on Twitter with the majority of businesses that still ignore these tools today.
Shift Capital Toward Hardware And Moated Manufacturing
- Avoid owning plain software and services companies in a heavy-AI disruption scenario; prefer manufacturing and hardware with durable moats.
- Kyle highlights Tesla's manufacturing moat as an example of a physical advantage hard to replicate with software alone.
AI Creates Unavoidable Hardware Demand
- A high-AI world increases demand for compute, data centers, and energy, so infrastructure and commodities become must-have investments.
- Kyle and LG point to Nvidia, data-center parts, solar panels and coolant manufacturers as examples.