Most macroeconomic models cannot describe the AI transition, because they assume a single output that converts one-for-one into capital or consumption.

here prices are adjusting in this interesting way that too many macro models don't allow for, right? So, that what what a what's happening is what would be called investment specific technical change where yeah, the price of capital is like falling relative to the price of consumption instead of like the standard doing the standard macro thing of saying there's just output.