The industral revolution made goods abundant by turning labor into capex and similarly 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 anthropogenic 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 an AI rollup. AI rollups 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. AI rollups are the full-super-stack institutions that turns tokens into labor.
Recursive self-improvement will bring us a country of geniuses in a datacenter. But for America -- who will birth the country of services, if not an institution?