未知机构：推特上一篇文章火了名为THE2028GLOBALINTELLIGENC-20260224

Summary of Key Points from the Conference Call Industry Overview - The discussion revolves around the impact of AI on the economy and employment, highlighting a potential crisis in global intelligence by 2028 [1] - The term "ghost GDP" is introduced, referring to economic output that does not circulate in the real economy, indicating a disconnect between reported economic growth and actual consumer activity [1] Core Insights and Arguments - AI capabilities are improving, leading to increased layoffs in white-collar jobs, which in turn reduces consumer spending and puts pressure on corporate profits [1] - Companies are responding to profit pressures by investing further in AI, creating a cycle of continuous AI capability enhancement [1] - Nominal GDP is experiencing mid to high single-digit growth, driven by AI agents that do not require breaks, sick leave, or insurance, thus pushing productivity to new highs [2] - There is a growing wealth disparity, as those who hold computational power are becoming richer while real wage growth is collapsing [3] Additional Important Content - The initial wave of layoffs began in early 2026, as human jobs were replaced by AI, leading to expanded profit margins and unexpectedly high corporate earnings, which subsequently drove stock prices up [1] - The S&P 500 approached 8000 and the Nasdaq surpassed 30000 in October 2026, indicating significant market performance during this period [1]