A theory I’ve come up with – the discontinuity thesis

Introducing the Discontinuity Thesis: A New Perspective on AI’s Economic Impact

As AI technology rapidly advances, many are pondering how it will reshape our economic landscape. Today, I want to share a conceptual framework I’ve developed—what I call the Discontinuity Thesis—and invite your insights on its validity.


The Core Idea: AI’s Unique Disruption

Unlike traditional industrial revolutions that primarily automated physical labor, today’s AI-driven transformation automates cognition itself. This fundamental shift could lead to a drastically different economic dynamic, one that standard models may not fully capture.


Unpacking the Logic

Here’s the line of reasoning behind the Discontinuity Thesis:

  • Competitive Edge: When AI teams up with humans, they can outperform humans alone, leading to widespread displacement of jobs. I anticipate this tipping point could emerge quite soon.

  • Economic Stability Concerns: Post-World War II capitalism hinges on consistent consumer purchasing power, which largely depends on employment. If this power diminishes too rapidly, the system risks destabilization or collapse.

  • Game Theoretic Dynamics: Drawing parallels with the Prisoners’ Dilemma, once AI can outperforms humans en masse, no individual actor can effectively halt or slow this process—mutual incentives push us toward inevitable change.


A Computational Analogy

I see an interesting connection with complexity theory—specifically P versus NP:

  • AI as an NP Solver: AI makes solving complex problems (NP problems) almost trivial, shifting the challenge to verification—something humans or simpler systems can handle.
  • Verification as the New Bottleneck: The task of confirming AI’s solutions becomes the primary human role—either to check the AI’s work or to serve as a legal or authoritative shield.

This structure suggests a future where a small “elite” class of verifiers dominate, controlling the gatekeeping process.


Seeking Feedback

Am I overlooking any critical factors? Has anyone else considered this perspective? I’ve discussed these ideas with friends and other experts, and the consensus tends to favor the core thesis, but I’d love to hear your thoughts.

For those interested in exploring this further, I’ve elaborated on these concepts in more detail at https://discontinuitythesis.com/.


Your insights could be invaluable as we navigate this pivotal era. Do you agree with this framework

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