A single GPU cluster generating the output previously attributed to 10,000 white-collar workers is more economic pandemic than economic panacea. The velocity of money flatlines. The human-centric consumer economy, 70% of GDP, withers.
Source
THE 2028 GLOBAL INTELLIGENCE CRISISOriginal Quote
It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea. The velocity of money flatlined. The human-centric consumer economy, 70% of GDP at the time, withered.
Outlook
PessimisticMoney velocity declining and consumer spending collapsing would represent severe macroeconomic deterioration harming broad economic welfare.
The scenario narrative spans from early 2026 through June 2028, with the consumer economy withering progressively across this period.
As with all claims in this piece, the authors explicitly label this a scenario exploration, not a firm forecast, implying speculative rather than high confidence.
Potential Data Sources for Validation
Federal Reserve M2 velocity data, BEA consumer spending data, and GDP composition reports showing declining consumer share of output.
About the Author
Citrini is the pseudonymous founder of Citrinitas Capital Management Inc. and the author of Citrini Research, a top finance Substack specializing in thematic equity investing and global macro trading, known for early calls on AI and GLP-1 investments.
Across 17 tracked claims, James van Geelen skews pessimistic.