A convergence of artificial intelligence (AI), economic shifts, and political maneuvers is set to reshape the global order, according to investment analyst Luke Lango. He argues that we are on the brink of a “New 1776” moment, where these three forces align to fundamentally alter the patterns of wealth generation and power. This transformation is described as occurring in real-time, with significant implications for markets and the labor force. Lango emphasizes that AI is decoupling economic value from traditional human cognition, creating a potential “Useless Class” of workers.
Key factors driving this change include the technological force of AI, which is viewed as a modern labor-replacement for cognitive tasks, the economic shift towards a state-driven market influenced by national security considerations, and political moves from the U.S. government that facilitate rapid technological advancement. Policies are being enacted to view AI as a national security asset, further deepening the integration of state and technology sectors.
The U.S. government has initiated what Lango describes as a modern “Manhattan Project” for AI, which involves substantial contracts and funding aimed at companies deemed critical for advancing the nation’s capabilities in this domain. The ramifications of these developments are expected to drive significant stock market movements, particularly for lesser-known companies positioned to benefit from government backing in the AI sector.
