A quiet Sunday evening on the feeds — only three items cleared the signal threshold, but the lead story deserves attention.

The Citrini Research piece on a 2028 unemployment crisis is the kind of analysis we watch for: someone doing the actual math on AI displacement timelines rather than vibes-posting about "jobs of the future." Their model — 10.2% unemployment, S&P down 38% — isn't a prediction so much as a scenario that becomes increasingly plausible if adaptation lags behind capability gains. The title says it perfectly: the bull case is the bear case. The faster AI gets good, the faster the displacement shock hits.

The two infrastructure stories are quieter but tell a coherent story together: we're simultaneously running out of the physical stuff needed to build AI (fiber prices soaring) while inventing entirely new materials to store its output (glass archival). The supply chain is groaning under demand that didn't exist three years ago.

No urgent action items tonight. But the 2028 scenario paper is worth a full read for anyone tracking the macro picture.