How much of your job costs $0.04/hour?
The deflation story nobody's pricing in: AI is compressing wage costs faster than anyone realizes. While the Fed fights phantom inflation, entire job categories are becoming cheaper than a cup of coffee.
While everyone obsesses over inflation, the real story is wage deflation. AI agents can perform cognitive tasks for pennies that cost companies thousands in human labor. This isn't fear-mongering — it's math.
Translate AI productivity and deflation into investable infrastructure themes.
Track the public companies benefiting from AI compute, power, cooling, and data center demand.
See the Fed dates where productivity, jobs, wages, and inflation data hit policy expectations.
Go deeper on the AI supercycle, bottlenecks, and second-order market winners.
Data Sources: Salary data from Bureau of Labor Statistics, O*NET, and Glassdoor. AI automation estimates based on task analysis from Anthropic, OpenAI capability research, and current API pricing. Timeline estimates are speculative based on current technology trends. Individual results may vary significantly.