<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/6fa197a350f24de9b1adea14ee03a735&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/6fa197a350f24de9b1adea14ee03a735-f26804ecebbb23a2.gif</thumbnail_url><duration>2767.178</duration><title>AI Boom, Compute Bottlenecks, and Unrest</title><description>This Loom argues that AI coding tools are driving a fundamental shift in markets, employment, and social stability. The speaker claims models like GPT 5.4 to 5.5 and Codex force more correct backtesting practices by handling issues like look-ahead and survivorship bias, and cites compute demand from tool-heavy workflows. They argue AI capex is subsidized and that economic benefits flow mainly to chip and AI lab players, while competition is likely punished. They predict unemployment and wider social disruption may follow, describing a potential shift toward a permanent underclass and increased reliance on addictive digital content, with crypto framed as an escape from system risk rather than a settlement rail.</description></oembed>