On one side is artificial intelligence itself: a rapidly advancing technology, tearing through tasks once thought too complex, too human, even too sacred to be automated.\u00a0<\/p>\n
On the other is the economy: a delicate machine powered by consumer income and employment \u2013 and one that can only survive so much disruption before it fractures.<\/p>\n
But as AI threatens to upend businesses and industries around the world, disruption is the name of this game. This tech is already designing ad campaigns, diagnosing patients, drafting legal briefs\u2026\u00a0<\/p>\n
In some cases, it\u2019s doing it all faster, cheaper, and better than the humans that came before it.<\/p>\n
And after months of research and modeling, I believe that AI is likely to eliminate <\/strong>20- to 30 million American jobs by 2035<\/strong> \u2013 a point of collapse for the U.S. economy.\u00a0<\/strong><\/p>\n This is shaping up to be the most important economic story of our time \u2013 and it\u2019s unfolding faster than anyone expected\u2026<\/p>\n AI Job Loss Is Accelerating: 30 Million at Risk by 2035<\/p>\n Let\u2019s start with the brute facts.\u00a0<\/p>\n Data from the Bureau of Labor Statistics shows that current total U.S. payroll employment measures ~160 million jobs.\u00a0<\/p>\n Every year, automation gets better, cheaper, and more widely deployed. And artificial intelligence \u2013 especially the newest wave of agentic, multi-modal, voice-native models \u2013 is now capable of replacing both repetitive labor and a growing portion of cognitive white-collar work.<\/p>\n According to research from OpenAI<\/strong><\/a>, McKinsey<\/strong><\/a>, Goldman Sachs<\/strong><\/a>, and others, the jobs most exposed fall into three categories.<\/p>\n High-Risk (50\u2013100% automatable in 10 years):<\/p>\n That\u2019s already ~15 million jobs gone\u2026<\/p>\n Medium-Risk (20\u201350% automatable):<\/p>\n Low-Risk (hard to replace):<\/p>\n Total likely jobs displaced by 2035:<\/strong> 20- to 30 million<\/strong><\/p>\n This isn\u2019t a scare tactic. It\u2019s a rational projection based on economic analysis, historical precedent, and current technology trajectories. In fact, it is already happening in the form of AI call centers, self-serve retail, and autonomous vehicle pilots. Many companies are actively restructuring or reducing staff in certain areas due to AI\u2019s capabilities.<\/p>\n And what we\u2019re seeing today is just the beginning\u2026<\/p>\n What Happens When the U.S. Economy Loses 20% of Its Jobs?<\/p>\n Now, here\u2019s the even more chilling part: we ran the numbers to figure out how many job losses the U.S. economy could endure without systemic failure. We weren\u2019t trying to match the AI estimates \u2013 we were just modeling where the wheels fall off.<\/p>\n And the answer we arrived at?<\/p>\n Roughly 20- to 25% structural unemployment<\/strong>, or 20- to 30 million people<\/strong>.<\/p>\n Any more than that, and we think the system enters a death spiral \u2013 not immediately but over the course of months and years as mass consumer demand collapses, tax revenues shrink, debt balloons, and political instability rises.<\/p>\n After all, in a capitalist economy, jobs create income. Income fuels spending. Spending drives business revenue. And revenue supports more jobs.<\/p>\n Pull 25 million people out of that loop, and the flywheel slows. Profits fall. Companies contract. Unemployment begets more unemployment.<\/p>\n Yes, the rich will keep spending. Yes, AI will create new wealth. But here\u2019s the thing: capital can\u2019t consume like labor can<\/strong>. A billionaire might buy five Teslas. But millions of middle-class Americans buy millions of used Toyotas.<\/p>\n At some point, even the rich start to feel the chill.<\/p>\n Why the Rich Win as AI Destroys Middle-Class Jobs<\/p>\n And yet, thanks to AI\u2026<\/p>\n Even as the economy hollows out for most people, the top 10% \u2013 and especially the top 1% \u2013 will probably experience a decade of unprecedented wealth acceleration<\/strong>.<\/p>\n Here\u2019s the breakdown.<\/p>\n Who owns the AI?<\/strong><\/p>\n How fast will their wealth grow?<\/strong><\/p>\n We modeled a 10% compound annual growth rate (CAGR)<\/strong> for the top 10%, based on:<\/p>\n Currently, that cohort comprises about $112 trillion in wealth. If their wealth compounds at 10% per year, they\u2019ll be worth $292 trillion by 2035.\u00a0<\/p>\n That\u2019s $180 trillion-plus in new wealth<\/strong>.<\/p>\n Meanwhile, the bottom 90%? Flat\u2026 or worse.<\/p>\n Given pervasive job loss, stagnant working class salaries, lost worker leverage due to AI, lack of AI asset ownership, and more, we believe the bottom 90% may see their wealth shrink by 1% per year over the next 10 years.\u00a0<\/p>\n That portion of the population currently has a net worth of about $48 trillion. If that shrinks by 1% per year, it\u2019ll measure $43 trillion in wealth by 2035.\u00a0<\/p>\n That\u2019s a loss of $5 trillion\u2026 while the upper 10% make $180 trillion.\u00a0<\/p>\n If we thought the wealth gap was bad now, it only stands to get worse in the Age of AI.<\/p>\n The Wealth Singularity: When Capital Replaces Labor<\/p>\n We are heading toward what we call a \u201cWealth Singularity\u201d<\/strong> \u2013 a point where the rich not only own most of the economy but the economy\u2019s future.<\/p>\n Imagine:<\/p>\n The old labor-capital dynamic breaks. If you don\u2019t own the capital, you don\u2019t participate. The labor class loses. The capital class wins.\u00a0<\/p>\n It\u2019ll be the biggest transfer of wealth ever from the labor class to the capital class.\u00a0<\/p>\n Now, can the rich keep the economy running?<\/p>\n In the short term, yes.<\/p>\n The top 10% (those making $250,000-plus annually) account for nearly half of all consumer spending in the U.S., according to Moody\u2019s Analytics.<\/p>\n We expect their AI-fueled wealth boom will support luxury demand, asset prices, and some service industries as they buy robot butlers, AI tutors, personalized medicine, and virtual mansions.<\/p>\n But in the long term\u2026<\/p>\n An economy without a middle class is like a rocket without fuel. It might keep rising for a bit on momentum \u2013 but eventually, it stalls, tips, and crashes.<\/p>\n That\u2019s why ~20- to 25% unemployment is the maximum sustainable threshold<\/strong>. Beyond that, we\u2019d face:<\/p>\n Profit from the AI Economy Even While Jobs Disappear<\/p>\n So, what does this mean for you?<\/p>\n It means there\u2019s only one<\/strong> rational response to this brewing macroeconomic superstorm:<\/p>\n You must invest in the AI economy<\/strong>.<\/p>\n And not just any stocks \u2013 not \u201ctech\u201d broadly or the old software companies pretending to be AI.\u00a0<\/p>\n You need to own the platforms, infrastructure, and picks and shovels behind the AI revolution.<\/p>\n Those are the companies that will capture the productivity gains, own the intellectual property, rent out the models, provide the chips, lease the robots, and keep compounding \u2013 regardless of whether 30 million jobs vanish or not.\u00a0<\/p>\n We\u2019re talking:\u00a0<\/p>\n These companies are likely to be the only ones compounding real earnings<\/strong> while the rest of the market flails.<\/p>\n Here\u2019s How to Invest as AI Reshapes Capitalism<\/p>\n Right now, we\u2019re staring into the mouth of a transformation unlike anything capitalism has seen.\u00a0<\/p>\n We can\u2019t stop the coming storm. But we can build portfolios that survive it.<\/p>\n Over at TradeSmith, CEO Keith Kaplan just unveiled what he believes is the company\u2019s biggest financial breakthrough in 20 years\u2026<\/p>\n A new way to potentially double your money, by foreseeing the biggest jumps on 5,000 stocks, to the day, with 83% accuracy.<\/p>\n In rigorous backtesting, it turned every $10,000 into $85,700, crushing the S&P 500<\/strong> by an average of 108%, even during the longest bull market ever\u2026 and <\/strong>during the biggest selloffs.<\/p>\n\n
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\u2192 another 8- to 12 million<\/strong> plausibly displaced<\/li>\n<\/ul>\n\n
\u2192 minimal short-term impact and marginal job loss<\/li>\n<\/ul>\n\n
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