Some goods really will get a fully automated supply chain, and yet what that does to the overall capital share is genuinely ambiguous.

Economist working on the economics of transformative AI

I do think there's this qualitative shift that we I think we agree is coming, which is that there will be at least some goods whose network-adjusted capital share goes to one, right? Because the whole supply chain can be automated and there's no part in it that we care intrinsically about having a human do. Um, so that'll be a, you know, that'll be a qualitative shift. Interestingly, the implications of that shift for the overall capital share are ambiguous