The I-Told-You-So Economy: A Six-Month Retrospective
In August 2025, I started this blog with a simple, albeit controversial, premise: AI is not a chatbot; it is a Higher-Order Capital Good. At the time, the 'experts' were debating whether LLMs could write better sonnets. I was writing about Capital Heterogeneity and Agentic Loops. Looking back at my August 20, 2025 post ( The Machine as Capital ), the transformation is startling. Predictions vs. Reality Prediction (Aug '25): AI will move from 'Consumption' to "Production'. Reality (Apr '26): OpenClaw has become the industrial standard, with 40% of mid-cap firms deploying autonomous 'Agentic Departments'. Prediction (Nov '25): The 'SaaS-pocalypse' will force a shift to token-based pricing. Reality (Apr '26): Three major cloud providers have abandoned 'per-seat' pricing in favor of Dynamic Inference Credits. Prediction (Dec '25): Local-first hardware will become a sovereignty issue. Reality (Apr '26): The cu...