A critique of techno-utopian solutions to economic stagnation, arguing that the firm, not AI, must be the true engine of growth.

Compares two automation approaches: designing processes for robots (Xiaomi) vs. replacing people in human-centric processes (Amazon).

Analyses Nvidia's strategic shift from a chip supplier to an ecosystem provider with its 'AI Factory' concept.

Posits that the real business threat of AI comes from competitors using it, not superintelligence. The opportunity is in process optimisation.