01
Strategic Infrastructure
The Macroeconomics of Cognitive Commoditization: Value Migration, O-Ring Bottlenecks, and the Reconfiguration of Firm Boundaries in the AI Era
As machine learning collapses the marginal cost of statistical prediction toward zero, economic rent aggressively migrates across enterprise value chains. Grounded in price theory, Christensen's Conservation of Attractive Profits, Kremer's O-Ring production function, and organizational economics, this dossier analyzes why prediction commoditizes while judgment appreciates, why Coasean market decentralization fails against context rot and liability inelasticity, and how firm boundaries polarize into asset-heavy cybernetic operators.
2026-08-23
Access Dossier →