Bricks And Bytes The 2028 AI Crash | 41% of Workers Gone | Autodesk's $200M Mistake?
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Feb 27, 2026 They dissect a viral 2028 AI crisis report and debate whether an intelligence-driven displacement spiral could topple the economy. They argue over a proposed robot tax and whether AI raises GDP or just trims costs. Construction trends get scrutiny with Procore data on a bifurcated market and a looming 41% retirement wave. They also question Autodesk's $200M bet on a spatial "world model" and its real market fit.
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Overqualified White Collar Workers Flooding Service Jobs
- The paper imagines displaced white-collar workers taking lower-paid service jobs, flooding the gig economy and depressing wages.
- The hosts debate plausibility, noting autonomous vehicles and declining consumer demand could undermine that pathway.
PE Leverage Could Transmit Tech Losses To Pensions
- Private equity leveraged buyouts of SaaS could trigger losses if subscription revenue collapses, and those loans often touch ordinary pensions.
- Citrini warns PE-funded software failures might transmit losses to life insurers and retirees via private credit exposure.
AI Risks Squeezing Government Revenues
- If AI reduces taxable wages while demand for safety nets rises, government revenues and fiscal capacity could collapse without new tax bases.
- Citrini suggests AI compute taxes or sovereign wealth funds as policy options, but politics may block action.