We know what's next. Gregory Bovino is commander

You could have chosen any number of similar pie in the sky examples and they'd all be dreams but not selling points.

AI is not being sold on that basis.

AI is being sold on the here and now agentic basis. AI is providing agents to answer questions, agents to write a piece of code, agents to analyze some incoming data and route it to the appropriate human, agents to answer the phone, agents to summarize meetings, agents to talk to other agents.

Doing all that agentic stuff can enhance a company's profitability now. Probably. Maybe. The MIT study says few companies are actually getting a solid return from deployment yet. I think that after the coming AI winter the next AI summer will deliver those solid returns. There are plenty of ways for AI companies to make good profits with the capabilities that already exist, with the inevitable fine tuning and optimization. They don't need to be capable of project management for there to be lots of profits.

AI is real, AI is powerful, it will be tuned, it will be made more efficient, but it won't do project management this decade and probably not the next. But maybe after 2040 which is not so far away, if there are some breakthroughs on the revolutionary scale of the LLM breakthrough.

If someone tries to sell you an investment or a product based on the idea that it can, or "just in a couple of years" will, manage a large project on its own, ... find out what the company is and sell their stock short.

I know you are not saying it can do it now, but rather you are saying it is being held out as a promise of future capabilities to get investment now. But really, nobody is selling stock or products on that future premise. There are an awful lot of people who make that extrapolation on their own, which is why we have a stock market AI bubble now. But that is rather like investing in Netscape or Altavista in 1998 hoping it will become some vaguely imagined Facebook or Amazon of the future. Those two companies withered away.

Let the bubble burst and see who emerges from the wreckage. If you make a half dozen to a dozen small investments in 2027 or 8 or 9, you will likely have a big winner among them by 2040. Like how a dozen years after the 2000 bubble burst by 2012 it was pretty clear Apple, Facebook, and Amazon were going to win with the internet.

No. But your point about jobs & economy is good.

Jobs aren't going away, though specific ones will and many jobs will change radically. There are all kinds of other jobs that need doing, so there will be disruption and dislocation. But ultimately two things will happen:

1) The unsustainable concentration of wealth and income will either come undone by reform or revolution. Reform could lead to things like guaranteed basic income from the huge productivity and profits.

2) There will remain for the foreseeable future (say to the end of 2100) a need for judgment, especially with AI. There will be two broad categories of jobs in the future: high touch and high judgment.

2a) High touch is all about human-human interaction. Live entertainment, turning a patient over in a hospital bed, teach a child a craft. If robots are fixing cars and painting walls, people will want to interact with people. Yes there will be loners ( (a little bit)) and withdrawn people with their tamaguchis and their AI pals and AI pets, etc. (not me). But most people like at least some people and that will become valuable and desirable by contrast.

2b) With AI slop and "hallucinations", which will persist even when high level reasoning is integrated, there is and will remain a need to ride herd over AI agents and bots and robots. An AI might develop a plan for accomplishing a goal that involves writing code, but also how the code will interact with people and how it will be sold and marketed etc. All of that will have to be reviewed, tested, adjusted, or aborted, as the case may be.

2c) Beyond judgment, there will always be a need for creativity. People who say that AI can't be creative don't really understand creativity and its wellsprings. However, AI creativity will mainly be thinking inside the box. People can supply outside-the-box creativity beyond judgment.

No. Your plan has important point, but total quit would fail.

The important thing is to make the Republicons face the music for the results of their gutless rubberstamping of the orange agenda.

But a total quit would backfire because the most obvious conclusion would be that Democrats don't fight for people.

Oppose, resist, push progressive agendas forward, so that there is a clear contrast. Do it calmly but determinedly, do it with positivity, optimism, and a clear sense of caring. Make the point that it is the Republicons who have quit. After all, they are afraid to go to work for a month.

Another thing, Carney is keeping the power punches in reserve bc they hurt Canada & CUSMA still in place.

tRump tariff taxes on US citizens are hurting his economy. Ten percent higher tariffs than 50 %, going to 60% will hurt US industry more than he realizes. Ford Motors was already concerned that a fire at a US aluminum producer is going to pressure Ford's inputs. The economic genius of the stable doesn't realize that raising 10% doesn't damage imports by 10%. The response curve is very steep above 25% tariffs.Ten percent extra tariffs does bigger economic damage than 10% because it is severe enough that more companies fold and everything gets harder to source and more expensive than 10% more.

CUSMA (USCMA) shields something like 84% of US-Canada trade. If tRump lets it lapse or cuts that off, then Carney can bring the hammer down on electricity and oil. Premier Ford is ready to shut off electricity, which would drive US rates through the roof on top of surging demand for data centres.

Shutting off oil would hurt Canadian unity and Alberta's Steele would exploit that chaos and Poilievre might not be able to resist either. Shutting off either or both would really hurt a limping Canadian economy and should not be deployed for feel-good vibes from virtual facial violence.

tRump has the CUSMA hammer and Carney has the oil-electricity hammer. Both are reluctant to use them, for good reasons on both sides.

Refusing to play tRump's game or to react impulsively is showing good spine. Carney plays the long game.

tRump plays the 30 second Tik Tok game.

Yes, a poke in the nose would be momentarily satisfying, but one thing that tRump really respects is tough negotiators. Which is why he constantly calls Canadians tough negotiators. I think time is on Canada's side, partly because China is also being a tough negotiator. tRump is frustrated, hence the temper tantrums.

Time seems to be needed for the economic decline I expected to begin five months ago. A confluence of factors is keeping the US economy balanced on a knife's edge. Everything has to go right and has so far gone right. But the balance depends on too many things, and when his economy slips he will be eager for a deal with Canada.

US unemployment is not higher because companies are in a no-fire mode due to the uncertainty of tRump policy. It is not lower because of all the gICEstapo turmoil. US GDP is not lower because AI capex is holding it above water. The stock market has not dramatically declined because of the AI capex and the promise of AI. That promise will not be fulfilled until the next AI summer. This round is fulfilling the promises of the last AI summer. Stock valuations are at very high levels relative to earnings and are based on future earnings that will continue to materialize until they don't.

Inflation is stubborn, but barely contained. Tariff disruption has been reduced because of the on-again off-again nature of TACO, so the effect has been smeared out and has not been the sudden shock that was anticipated. Smeared not by design, but by orange incompetence.

Inbound US travel is down. Inbound university education dollars and rents are down. Agricultural production is down and prices are not down. House construction and new house prices have been on the low end of stable because of higher costs (including labour shortages) at the same time as economic uncertainty. The tRump government shutdown bites more each day and those wounds won't disappear the day it stops.

Time is on the side of Canada and China as US midterms approach.

Hmm, I'm surprised. I thought it would be as before, bc he has not changed.

Perhaps that's the point. He has not pivoted. He still fills his statements with "10 years of out of control Liberals". He keeps behaving as if Carney is a cardboard cutout Liberal, a Trudeau clone.

He doesn't seem to be criticizing foreign policy as such, thankfully, but he keeps attacking Carney for not producing instant results and regardless of the obstinate, stubborn, ignoramus in Washington.

I think Poilievre may be feeling he was cheated out of the PM office by last minute Liberal chicanery, after he was on track to defeat Trudeau. Poilievre has no fundamental competency other than being a politician for life and being great with three-word slogans.

It's as if Poilievre learned nothing from the election.

Ontario and California really like each other. Carbon credit system. There's even an Ontario in California!

Lots of Canadians (some estimates say a million) in California in film and tech. The neutral California accent derives from Okies and also from the neutral Ontario Canadian accent. I resided longest in California and second longest in Ontario.

Ontario and California formed a market for carbon credits to combat climate change.

If the US does have to break up, I hope Canada and California get together quickly. California and Canada are both progressive.

Emblematic of the shambolic operation of the Canteloupe Caligula regime. . . nt

The Dow is bogus, ancient tech. Use SP500. Wall Street uses SP500. The media use Dow bc their viewers don't know better

DU knows better.

Dow is only 30 stocks and they are price-weighted since 1894 for the convenience of adding machine operators. This is now 2025 and we have computers for such stuff.

Verizon is 40.58, Goldman Sachs is 759.54. If Goldman Sachs moves 1.00 % (7.60), then Verizon has to move 7.60 to have the same effect. That would be 18.72 %, a much bigger percentage.

So the high priced stocks have much more effect on the Dow than the low priced stocks, as much as over 18 times the effect. Ditch the Dow.