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Oct 06 2026

The Economic Threat Of “Pretty-Good” AI

  • Oct 6, 2026

Cheap, increasingly capable AI may undercut the revenues needed to justify massive infrastructure spending. AI might be the largest capital spending boom in American history, but it can’t escape the economic laws of competitive markets, and it’s awfully hard to compete against “free.”

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About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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