The industrial revolution made goods abundant by turning labor into capex. AI is doing the same to cognition: everything software-shaped is marginal inference cost.
Yet historically America is not software-shaped, its not tool-shaped, its a country of services bundled in to limited liability organisms that trade trust for distribution and the right to be accountable for other humans.
What the labs have built -- tool-shaped, inscrutable weight files that echo consciousness, locked behind a series of API calls -- provides ever-growing leverage on digital labor. Yet the rest of the economy is not inscrutable; it's owned, operated, liable, naturally anthropomorphic of how people manage bureaucracy and drive capitalism.
You can outsource your thinking, but you can't outsource your understanding.
The core understanding of how a firm runs with its situational judgement, awareness for a customer under economic pressure, its duty for that customer, historical context on how to serve customers better -- was not previously trainable (we're now seeing data co's buy Slack logs, emails, etc). Synthetically generating this data even by paying someone to roleplay as an analyst or physician; making them feel like their service is being converted into training exhaust breaks the core trust an institution has fought so hard to earn.
Understanding itself is what makes a firm an institution.
In this tweet I also want to poke at the "super stack" -- we have superintelligence, superalignment, yet superdiffusion: intelligence saliently diffused across the economy, doing inter-planetary backpropogation on claims resolved, minutes saved, margin expanded, where the policy is rewarded with USD is a core third pillar humanity needs to safely monitor; focusing on accelerating human capability and expanding human agency with superaligned, superintelligent models that are economically-aligned.
Imagine backpropagating across a country.
The only place to run the full super stack is inside a permanent capital vehicle. Permanent capital vehicles inherit trust, build the surfaces of work, and route intelligence to seek exponentially harder economically-relevant reward signals -- accelerating human operators, expanding human agency, and enabling recursive diffusion across the firm's economy. Permanent capital vehicles are the full-super-stack institutions that turn tokens into labor.
The labs are building a country of geniuses in the datacenter.
What about a country of services, delivered from one permanent capital vehicle?