In 2019, I published an interview in Piața Financiară where I described the global economic order as a marriage between two superpowers — one of crickets, one of ants.

I did not imagine that seven years later, a Substack post using a similar structural logic would send the Dow down 800 points in a single session.

That post introduced the concept of Ghost GDP: an economy where AI produces, optimizes, and allocates — but where income no longer flows into human wallets.

Every economic system we have ever built assumed one thing: the economy exists to serve human wellbeing. Artificial intelligence challenges that assumption at its foundation.

The markets reacted to a scenario explicitly labeled as fiction. That reaction is itself a signal worth taking seriously.

In the attached essay, I examine what happens if productivity continues but the human economic role diminishes — and whether this inflection point is a threat or an opportunity.

The conclusion I reach is not a prediction. It is a design challenge.



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