World War AI
November 21, 2025·23 comments
The promises haven't materialized. People aren't working less, goods aren't cheaper, and young people aren't more hopeful about an AI-driven future. When incentives stop working, institutions move to coercion. When the positive narrative fails, they build a new one around existential threat. The question isn't whether they'll try this shift. The question is what actually happens to ordinary people's lives when they do.
• History Provides an Uncomfortable Comparison. We're about to allocate a percentage of GDP to infrastructure buildout that has only been matched once before. Understanding what happened to ordinary citizens during that mobilization might change how you think about the current one.
• The Consumer Economy Is Already Under Pressure. Credit rejections are hitting levels nobody expected. People who would normally refinance their mortgages are being denied. Something fundamental about how capital flows through the economy has shifted.
• There's an Energy Problem Nobody's Being Honest About. Datacenter power consumption is projected to grow exponentially. The math on where that electricity comes from doesn't add up the way executives claim. There's a gap that has to be filled somehow.
• The Scale of This Reallocation Is Being Deliberately Obscured. The narrative focuses on innovation and progress. But beneath that are decisions about who gets capital and who doesn't. Those decisions have winners and losers, and most of us are on the losing side.
• Understanding the Real Trade-Offs Requires Looking Beyond the Headlines. What's actually being traded off? Whose interests are being prioritized? And what would need to happen for that calculus to change?
The Why of Epsilon Theory
- Make more informed decisions as an investor and citizen.
- See through the nudges of Big Politics and Big Media.
- Become a better consumer of news.
- Maintain your autonomy of mind in a swarm of narratives.
- Join a community of more than 100,000 truth-seekers.
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DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.
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