[mwwaters]

In the expenditures for the economy making up GDP, not a lot of it screams “AI-able.” Page 9 here breaks down GDP on expenditure basis.

https://www.bea.gov/sites/default/files/2026-01/gdp3q25-upda...

Given how much of the spending is hard goods and simply not AI-able (rent, most of housing new construction, most of other goods, most health care, much of other services), the replacement theory would require a massive displacement.