The Macro Logic of the AI Economy: A K-Shaped Recovery or a Turning Point in History? -36Kr

The article argues that AI may be driving not just a K-shaped split, but a deeper shift toward an AI economy.

In this new regime, economically valuable intelligence becomes capitalized, replicable, and scalable, while ordinary labor is no longer a universal input for growth.

It proposes four indicators to tell a cyclical tech boom apart from a true structural transition.

If labor’s role falls materially, the usual loop from wages to consumption to profits and reinvestment could weaken, reshaping growth and income distribution.