Citrini Got It Backwards, AI Redesigns The Firm

### The Panic

A blog post crashed $200 billion in stocks last week. One blog post. Citrini Research painted a nightmare: AI kills white-collar jobs, spending collapses, mortgages crack, S&P falls 38%. Monday morning, investors panicked. Software, payments, delivery, everything sold off. Because of a Substack.

### The Mistake

Here's what Citrini got right: the middlemen are dead. Software companies, platforms, brokers, anyone collecting a toll between buyer and seller, AI is eating them alive. No argument.

But here's what they got catastrophically wrong. They watched the middleman die and declared the economy dead.

That's like watching the mall close and concluding nobody wants to buy anything anymore.

AI doesn't destroy money. It moves money. Amazon didn't kill shopping. It moved the profits from the mall owner to the warehouse owner. Same customer. Same spending. Different winner. AI is doing this to every single industry on earth. Right now.

### What Actually Happens

We don't need theory. We're living it.

One of our family businesses runs ritual and life-cycle services. Weddings, funerals, religious ceremonies. Not tech. Not SaaS. Real people, real services, real life.

For years this business was in a cage:

- Every new country meant translators eating 50% of revenue

- Every new language meant tri-party coordination nightmares

- Millions of customers out there. Couldn't reach them. Economics were impossible.

AI blew the cage open:

- Translation. Infinite, free.

- Coordination. Solved, instantly.

- Same team. 20+ countries. Prices we'd never have dreamed of charging.

- Revenues: 10x.

Not because the market grew. Because the market was always there. We just couldn't afford to serve it. The middleman cost vanished. Prices crashed. Customers poured in. That's not destruction. That's the biggest demand unlock we've ever seen.

### The Trade

Now multiply that by a country.

India is the most coordination-inefficient large economy on earth:

- A billion people who want services

- Millions of businesses that could deliver them

- Between them, a wall of language barriers, brokers, middlemen, and manual processes extracting rent at every step

AI just blew that wall down.

Costs collapse. Prices fall. Hundreds of millions of new customers walk in for the first time. Revenue explodes. Not in some Silicon Valley fantasy. In real, physical, measurable output.

India's private markets are where AI meets the largest untapped demand base on the planet. Millions of businesses with real capacity, real assets, real services, suddenly able to serve customers they could never reach before, at prices that were never possible before.

This is AI's biggest story. Not which software company dies. But which economy explodes to life.

Bottomline: "Pessimists sound smart. Optimists make money."

Disclaimer: In the article "Citrini Got It Backwards, AI Redesigns The Firm" above - Any views, comments or communication (above or in the past) should not be construed to be investment advice by Alternative Growth (hereafter referred to as “AltG”) in any form whatsoever. AltG does not make an offer to sell or solicit to buy any securities.