When the news about GPT-5.6 broke, my stomach dropped. We've officially hit a wall with AI, and this could very well be the pin that pops the bubble. The entire global economy is riding on what happens next. Nobody is connecting the dots - let me explain: Right now, the entire economy is riding on one bet: AI succeeds. And almost nobody realises how exposed that leaves us. In Q1 2026, AI capex accounted for ~75% of US GDP growth, and companies are expected to pour $800B+ into AI this year alone. Strip out AI spending, and growth is effectively zero. Here's where things gets dangerous: The government just started gatekeeping AI. Fable 5 was pulled, GPT-5.6's release has been delayed for weeks, and now the government wants to approve access to frontier models "customer by customer." If the government keeps throttling AI, progress stalls (already happening). If progress stalls, the spending stalls. If the spending stalls, ~75% of GDP growth stalls with it. The entire economy has become one giant leveraged bet on AI's success. The irony about all of this is that AI worked so well and moved so fast that it became its own bottleneck.(Miles Deutscher)