AI and Economic Transformation
By Asymmetric Analytics
Why it matters
Artificial intelligence changes an economy when it alters how work is organized, how quickly firms can produce, and which capabilities become scarce. The market effect depends on whether those gains spread into productivity or remain concentrated in a few businesses and bottlenecks. This report follows that path from technology deployment to labor, investment, and growth.
The Laborless Tax Base: Physical AI and the Sovereign Debt Trap
TSMC Lifts 2026 Growth Outlook to About 44% as Its 2-Nanometer Ramp Trims Margins
ASML Says Currently Planned Output Falls Short of Customer Demand in 2027 and 2028
Humanoid Robots Enter Paid Warehouse Work, but Their Economics Are Still Unproven
OpenAI's Reported Valuation Target Falls to $1.25 Trillion as AI Investors Reconsider the Price
When AI Reprices Money: The Capital Battle That Could Reshape the Global Economy
The Great Productivity Divide: Who Wins When AI Changes the Economic Speed Limit?
The AI Investment Paradox: Wall Street Counts the Cost. Who Captures the Value?
America's European Trap: Can Washington Regulate Away the AI Productivity Boom?
When Machines No Longer Need Our Labor: Who Owns the Abundance?
AMD's Record Quarter Shows AI Compute Broadening—and Concentrating
The Fed Needs a New Yardstick. AI Is Rewriting the Rules of Economic Growth.
The AI Revolution Meets the Permission Economy
BlackRock Moves U.S. Stocks to Neutral as Narrow AI Rally Meets Higher Yields
Three Revolutions, One Economic System: War, AI, and the Strain on Sovereign Finance
When AI Makes the Index Fragile: The Capital Contest Behind a Narrow Market
AWS Grows 39%. Amazon Stock Tanks. Wall Street Discovers Growth Costs Money.
Amazon Retreats From Loudoun Data Center Site as Virginia Rewrites the Rules for AI Growth
The AI Security Inflection Point: Discovery Is Only the First Step
PHP Releases Critical Security Fixes for Two Remote-Code-Execution Flaws
The Great Unwind: War, Debt, AI and the Coming Test of Global Liquidity
Democracy in the Age of AI: Who Controls the Information Layer?
America's Economy Is Accelerating With the Brakes Still On
The Debt Spiral: What Happens When the World's Largest Borrower Cannot Afford Higher Interest Rates?
IMF Committee Says Buffers Are Eroded and Uses "Advanced Intelligence" in Bangkok Statement
AI Discovers Critical XRP Ledger Flaw That Could Have Created Trillions of Unauthorized XRP