Are we post peak?

Everyone is worried about AI for good reason but if he's the promise is true then we see significant productivity improvements.

The pie might be shared out worse than even today but there would be more pie.

We are in a period of deglobalisation, but also a period of reorganisation. Today's supply chain is less efficient than 2021s. We are materially poorer as a result. But after the dust settles, it will be a lot more efficient than it is right now. Even with no ai.

Potentially we are in a dip. Stuff for worse, but it can get better.