Earnings AnalysisFeed overview
Antonio Linares

The Economy is Getting Compressed into an API.

10/29/2025, 4:16:24 PM
Economic Summary
  • Individuals, companies, and the nation operate at nested layers of optimization; solving one layer doesn't guarantee overall economic optimality, creating coordination problems and inefficiencies.
  • Because people lack full context, decision-making is often precarious and geared toward local incentives, which can limit aggregate outcomes and slow systemic improvement.
  • The speaker argues that GDP — the apparent large, insurmountable economic block — may be abstracted or 'compressed into an API' by technology, implying potential massive scale and productivity gains (the '100x' idea) that could outgrow traditional GDP measures.
Bullish
  • Economic activity can be compressed into APIs, enabling massive productivity and scale.
  • Technology could unlock orders-of-magnitude growth beyond current GDP constraints (the '100x' thesis).
Bearish
  • Humans lack the context to optimize large-scale economic systems.
  • Local optimizations by employees and firms can produce precarious, suboptimal outcomes for the broader economy.