Since Global Macro Monitor launched, we’ve tracked the technologies we believed would reshape the world. Now that the future is no longer theoretical. We’re at the elbow of the exponential curve, where change accelerates beyond prediction—and it’s hitting the real economy in real time.

Case in point: I stopped at a San Francisco mall this week for a latte. The barista? A robot. No lines. No wages. No human hands. Just automation doing what used to be someone’s job.

This isn’t just about coffee. It’s a clear signal:

AI and automation are no longer edge cases—they’re embedded in daily life.

Tech Is and Will Eat the Economy

• Labor markets will be upended.

• Margins will expand or vanish, depending on your tech stack.

• Maintaining a steady-state Aggregate Demand will be challenging as the labor market is disrupted. 

• Monetary policy will chase a moving target.

Every industry is now a tech industry. Every investor must become a futurist. The old playbooks don’t work in an exponential world.

Adapt or Fade

You can’t sit this out. Embrace the new tech, or get left behind. The capital flows are shifting, and they’ll reward speed, not sentiment.