Is the "Permanent Underclass" Already Here?

The Permanent Underclass, Bad Bunny’s Halftime Blueprint & The Epstein Jail Video Hoax | Ep. 275

A distillation of this week's most valuable signals—from the "Permanent Underclass" survival guide to the business logic of the Super Bowl and the Epstein jail video anomaly.

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⚡ The Debate

THE SKEPTIC: "The 'Permanent Underclass' assumes no adaptation... Adaptation always occurs, but it takes a lot longer than people think. It has lingering scar effects on the labor market."

THE ACCELERATIONIST: "Skills will get commoditized by AI, but what won’t be a commodity is your audience. The mid-curve guy with 100,000 followers and real trust wins in this era."

As capital outpaces labor at an exponential rate, is human adaptation fast enough to escape a permanent shift in class mobility?

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🔥 The Deep Dive: How to Avoid the Permanent Underclass

The hosts explore the widening gap where capital returns are skyrocketing while labor returns dwindle. To survive the "AI job cliff," you need a new hierarchy of value:

• Own Productive Equity. Shift away from selling your time as quickly as possible. In an era where corporate profit per employee is going off the charts, you must own the assets (stocks, businesses, or Bitcoin) that benefit from AI productivity gains.
• Become the 10x AI Native. Don’t be one of the ten people getting replaced; be the one person using AI to do the work of all ten. The window to adopt AI as a "power user" is closing fast as the tools become easier and more integrated.
• Build Distribution, Not Just Skills. Technical skills are being commoditized by agents. Durable leverage now resides in distribution: your reach, your brand, and the trust you’ve built with an audience. Trust is the one thing AI cannot forge.

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🌐 Also in This Episode:

• Bad Bunny’s Global Blueprint: Why the NFL traded linguistic comfort for a commercial strategy to capture South America, treating the Super Bowl as a global music video.
• The Epstein Jail Video Hoax: A breakdown of the "clerical errors" and "video outages" surrounding Jeffrey Epstein’s death, and the theory of the "honeypot" as an intelligence agency tool.
• The Peter Attia Scandal: The shocking details of Attia’s emails to Epstein and the story of his refusal to leave the island even while his son was in medical crisis.
• Energy is the New Bottleneck: Why data centers are moving to space and why "blades and veins" for natural gas turbines (HWM) might be the next big AI infrastructure trade.

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💡 The Takeaway

As IQ becomes a commodity, the winners will be those who exhibit the highest levels of Emotional Intelligence (EQ) and creativity.

👉 Distribution + EQ = Durable Moat.

Stop over-indexing on technical "specialist" roles. The future belongs to "mini-CEOs"—generalists who can architect solutions across multiple disciplines using AI as their primary engine of execution.

🧩 Alfalfa Alpha of the Week

"Skills will get commoditized by AI, but what won't be a commodity is your audience."