12 lines
4.1 KiB
JSON
12 lines
4.1 KiB
JSON
{
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"HubID": "5805",
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"Date": "03/28/2026",
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"HubTags": ["Activity Tracker", "External Platform Posts"],
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"Contacts": ["contact1", "contact2"],
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"Companies": "",
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"File": "",
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"Image": "",
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"Summary": "I came across JASONata recently and understood it better. It is really powerful for creating AI-native, data-defined systems, where you decouple data from databases, code and front end, which is expensive and locks you in, to where the data has policies, permissions defined with it, so that AI as the front end can build the front ends that the user desires, accessing the data, with lightweight middle layer codes. I added this to my working paper AI‑Native Data‑Defined Systems https://docs.google.com/document/d/1YruyY2anFoBRVHTLEdqGhx-CKPHtctMUtkcLs6GBQQY/edit?usp=sharing So much credible but polar opposite predictions on the future. The Iran war is causing serious harm to the global commodities economies, but the U.S. is fine because we produce most of it domestically. Global liquidity is under sever pressure, which if it breaks, will cause global pain in financial markets. The tech infrastreucture boom and emerging technologies are creating tremendous innovation and breakthroughs. But they are causing significan job dislocation. How do we threat this needle? Who is right? WHat is the proverial grain that starts the avalanche? Does it even exist? WIll be havve localized pain in sectors and countries, but the system is anti-fragile enough to absorb it and limit contagion? I keep going back to the last two major dislocations - COVID and Russia/Ukraine war. COVID cause a brief steep recession, then the fed pupming the economy with free money plus a reordering of spend produced a hit economy. The resulting delfation from rising rates produced some localize pain in sectors, but was ameliorated ny the top 10% spending, and rising rates gave the top 10% free money on their parked cash. Dynamics now resembled that last period - rates still high to funnel free money to the top 10%, investment markets under pressure but maybe not enough to cause the top 10% to stop spending. The Iran war is causing a reordering of supply flows around Hormuz - shor-term pain for probably long-term stability as nations re-route away from that choke point. Cuba could become an investment boom for the U.S. as we absorb that foe into the north american system. Venezulela was a successful coup that is reordering South America and removing a lot of illicit drug money that everyone, including Iran, had their hands in. I think we (the U.S.) muddle through the Iran war and come out resuming our march forward without much blowback. Burt, around the edges, job market softening, inflation creeping up. The real pain still starts later this decade as jobs get reordered from AI, healthcare bites, soverign debt becomes unmanageable, state-adjacent spending really has to slow down. and expenses on the middle class finally break it. The savior is new technologies as our economy orients around it, with robotics coming online and the rise of coporate soveriengs to save us (or help us get through). Those companies that align to new technpologies will probably do fine, but those that do not will lose and lose big. Retirees are in real trouble and anyone nearing retirement beause no state-funded retirement programs will be available because they are already broke. That slack will get picked up by corporate soveriegns who use compute to provide healthcare and services. We will muddle through with localized pain in sectors, while other sectors boom to even out the slack. This is the narrative I am following. Pain, but localized successes. Rates will come way down at some point as pain increases all around. Sell the best product, the cheapest, that is scarce, with a strong competitive moat, providing the least amount of friction. That will win. Easier said than done. THis is the narrative I am following right now. It is really more of the same but at some point, things break hard and a reordering takes effect. Survive through the same right now, but position for the reordering. ",
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"Notes": ""
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}
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