2025-12-27 11:13:01

Someone has summarized an important trend forecast for 2026, with several points worth noting.

First is the shift in the economic logic of AI agents. Companies' investment costs in AI tools will, for the first time, surpass traditional human labor expenses. This is not just a simple numerical comparison—it's a reflection of a complete redefinition of the cost structure. The combined costs of recruitment, training, management, and benefits will lead companies to accept using AI agents to handle repetitive tasks, even if it requires paying a premium. In other words, the purchasing logic for companies is shifting from "cheap labor" to "reliable automation."

Secondly, there will be a reversal in liquidity patterns. 2026 is predicted to be a record-breaking year for liquidity. Capital moves by star companies like SpaceX and OpenAI may serve as catalysts for a broader market liquidity release. This means that a large amount of funds previously frozen in private equity and venture capital investments could be awakened. For market participants, this could represent an important window for asset allocation.

From a macro perspective, these two trends point in the same direction: the driving force of economic growth is shifting from traditional production factors to technology and capital efficiency. Those who can seize this wave of change will be positioned at the forefront of the next cycle.

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ChainDoctor

· 17h ago

Damn, is the AI cost really going to surpass human labor expenses? What about all those jobs that have been optimized out... Just as I predicted, 2026 will truly be the year of fund unfreezing. The big moves by SpaceX and OpenAI are just waiting to trigger a boom, and the dead money from private placements should come back to life. Cheap labor → reliable automation, the logic is very clear, but this pace is faster than I expected. Is it still not too late to get on board now? Liquidity is indeed an opportunity window, the key is to get in before large funds enter. If things develop this way, what competitiveness do ordinary people have? But for us on the chain, we have a natural advantage—decentralized automation is the perfect fit.

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0xLuckbox

· 17h ago

Wait, AI costs more than human labor? How cheap is this AI haha --- Liquidity release... sounds like the private equity folks can finally start making moves? --- Sounds good, but in reality, it's just big companies starting layoffs and using AI as an excuse to replace workers --- Will 2026 really see record-breaking liquidity? I feel like I'm just waiting for that opportunity now --- Shifting from cheap manual labor to reliable automation, sounds like a noble reason for companies to lay off staff --- Is SpaceX and OpenAI still raising funds or planning to go public? Serious question --- Uh... so professionals should start considering unemployment insurance by 2026, right? --- Chasing the trend, but the premise is to survive until then haha --- Private equity funds are waking up? Just an excuse, capital senses profit and wakes up

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AlwaysQuestioning

· 17h ago

Cheap manual logic is about to collapse, now HR departments of major companies must be panicking, right? After AI takes over, just looking at the cost savings, who bears the risk? Liquidity will be released in 2026... Basically, the big players want to cash out, and retail investors are still getting cut. The ones who can seize this wave are still that group of people, it's unbelievable. Can companies really pay a premium for reliable automation? I think it's still just an excuse to pay less in wages. When SpaceX and OpenAI move, how will the startups survive? The financing environment is getting more competitive. Shifting from labor costs to automation costs sounds good, but what about the wave of layoffs? No one mentions it? The so-called windfall, in the end, is still a game for big capital players. What about the people below? However, if liquidity truly gets released, private equity projects must seize the opportunity tightly—the window period is indeed rare.

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ShibaMillionairen't

· 17h ago

Wait, AI costs more than human labor? Then I guess I need to tighten up my work...

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