4. The Death of “Medium Intelligence” & The Value Shift
The most disruptive economic consequence of Silent Automation is the collapse of the value of “Medium Intelligence.” Historically, the middle class was built on the ability to process information: reading reports, coordinating teams, summarizing meetings, and drafting standard documents. These are “medium intelligence” tasks—they require literacy and logic, but they are fundamentally procedural.
4.1 The Commoditization of Cognitive Execution
As AI models reach and surpass human capability in text processing and logical reasoning, the market price for “medium intelligence” approaches zero. If a $20/month subscription can summarize a 100-page report, write a SQL query, and draft a press release better and faster than a junior employee, the economic rationale for that employee evaporates.5
This leads to the “Hollow Middle.” Organizations are bifurcating into:
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The Top: Strategic “Orchestrators” who set the direction, define the context, and apply “Taste.”
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The Bottom: Physical labor or highly specialized roles that AI cannot yet touch (plumbers, emotional caregivers, extreme niche experts).
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The Middle (The Hollow): The vast swathe of coordinators, middle managers, and junior knowledge workers whose primary value was “execution” and “processing.” These roles are the “Outlook Careers” described in 29—jobs that exist primarily to move information from one inbox to another.
4.2 The “Great Agentic Displacement” of 2025
Recent reports from late 2025 paint a stark picture of this shift. The “Great Agentic Displacement” traces over 50,000 white-collar job losses directly to autonomous AI agents.5
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The Invisible Layoff: It’s not just about firing; it’s about non-hiring. Job postings for entry-level corporate roles have declined by 15% year-over-year. Companies are simply not replacing the junior staff they lose.5
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Efficiency Metrics: Firms like Salesforce report that AI agents now handle up to 50% of internal administrative workloads. This “high-margin efficiency” is irresistible to shareholders, driving a wedge between corporate profitability and employment numbers.5
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The Skills Gap: This creates a paradox. Companies need “Senior” people with judgment and context, but they are destroying the “Junior” rungs of the ladder where that judgment was historically developed. The “apprentice model” of professional development is breaking.6
4.3 Agency vs. Execution: The New Value Equation
In this new economy, the value shifts from Execution (doing the task) to Agency (seeing the project through).
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Execution is “Write a Python script to scrape this website.”
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Agency is “Figure out why our competitor is growing faster than us and build a dashboard to track their pricing changes.”
Agency requires autonomy—the ability to navigate ambiguity, handle errors, and persist toward a goal without constant hand-holding.3 AI agents are beginning to demonstrate this agency (e.g., “Agentic AI” that can plan and execute multi-step workflows), but human agency remains the premium “wrapper” around these tools. The human worker must become an “Agentic Orchestrator,” capable of directing a fleet of AI agents to achieve complex business outcomes.15
5. The Rise of Agency and Taste
If “Intelligence” (processing power) is abundant, then Taste becomes the scarce resource. In an age of infinite generation, the ability to curate becomes the definitive skill.
5.1 Taste as the Only Scarce Resource
“Slop” is the colloquial term for the low-quality, mass-produced AI content flooding the internet.10 When anyone can generate a thousand blog posts, images, or code modules in a minute, the volume of noise explodes. Taste is the filter. It is the ability to discern the “signal” from the “slop”.33
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The Rick Rubin Effect: Music producer Rick Rubin is famous for having no technical skills; he doesn’t play instruments or work the soundboard. He is paid for his taste—his ability to say “that’s it” or “that’s not it”.33 This is the archetype for the future worker.
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Curation as Creation: The “Vibe Coder” or the “AI Artist” is not creating from scratch; they are curating from the infinite possibilities generated by the model. Their value lies in their “Context Engineering” (setting the constraints) and their “Taste” (selecting the output).36
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The Anti-Slop Economy: Brands and individuals that can demonstrate “Human Taste”—authenticity, nuance, and intentionality—will command a premium. We are seeing a backlash against “Microslop” (lazy AI integration), suggesting that the market will punish those who use AI to bypass taste rather than enhance it.31
5.2 From “Worker” to “Orchestrator”
The psychological shift required here is profound. The “Worker” mindset is “Tell me what to do, and I will do it well.” The “Orchestrator” mindset is “I have a vision; I will use these tools to manifest it.”
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The Director Metaphor: The data scientist is no longer a “code monkey”; they are a “Director of Intelligence,” managing a team of AI agents that clean data, run models, and generate charts. The human’s job is to critique the narrative, check for bias, and ensure the “vibe” aligns with business goals.15
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The Burden of Orchestration: This shift is not easy. It imposes a heavy cognitive load. “Decision fatigue” replaces “execution fatigue.” The Orchestrator must constantly evaluate, critique, and guide. There is no “zoning out” while doing rote tasks because the rote tasks are gone.6 This leads to a new form of burnout: the exhaustion of constant high-level judgment.
6. The Ideological Battlefield: Slop, Acceleration, and Resistance
The rise of the “Subway Surfers” economy has not been met with passive acceptance. It has sparked a fierce ideological conflict, splitting the cultural landscape into two opposing camps: the “Techno-Optimists” who embrace acceleration, and the “Resistors” who decry the “enshittification” of digital life. This battleground is defining the societal narrative around AI.
6.1 The “AI is Slop” Narrative & Enshittification
On one side stands the growing chorus of critics who label the output of Generative AI as “Slop.” This term, popularized in online discourse and solidified by thinkers like Cory Doctorow, refers to the mass-produced, low-quality content that mimics human creativity but lacks substance.10
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The “Microslop” Backlash: The public reaction to Microsoft’s AI integration (often derided as “Microslop”) highlights a growing fatigue with AI tools that are perceived as intrusive, unreliable, and aesthetically displeasing. Users report “flaky Copilot suggestions” and “misidentified objects,” leading to a sentiment that AI is degrading the user experience rather than enhancing it.31
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Enshittification: Doctorow argues that the AI boom is a form of “enshittification”—a process where platforms degrade their quality to extract maximum value from users and workers. He posits that the “Subway Surfers” economy is a bubble of low-quality automation that will eventually burst, leaving behind a degraded internet and a de-skilled workforce. “AI is the asbestos we are shoveling into the walls of our society,” he warns, predicting that future generations will be left to clean up the “sludge” of hallucinated data and broken code.38
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The Defense of Slop: Interestingly, a counter-culture has emerged that reclaims “Slop” as a valid aesthetic. Some digital natives argue that “AI Slop” is a unique art form, a “surrealist” expression of the machine’s subconscious.39 This mirrors the “Subway Surfers” duality: for some, the split-screen is brain-rot; for others, it is a necessary adaptation to information overload.
6.2 Effective Accelerationism (e/acc)
Opposing the “Slop” narrative is the movement known as Effective Accelerationism (e/acc). This ideology, championed by figures like Marc Andreessen, argues that unrestricted technological progress is a moral imperative.40
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The Manifesto: The “Techno-Optimist Manifesto” asserts that technology is the solution to poverty, war, and climate change. It explicitly rejects the “precautionary principle” (slowing down for safety) in favor of maximum speed. In the e/acc worldview, the “Subway Surfers” economy is not a degradation but an evolution—a necessary transition to a post-scarcity world where “intelligence” is as abundant as air.40
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Capitalist Realism: Proponents argue that the “hollowing out” of the middle class is a temporary friction. They envision a future where AI unlocks “Technological Supermen,” and where the “Orchestrator” role is accessible to anyone with a vision. They view the “Slop” critics as neo-Luddites standing in the way of human flourishing.41
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Policy Implications: This group advocates for massive deregulation, the removal of barriers to energy production for data centers, and an aggressive stance against “AI safety” regulations that might throttle innovation.42 They are the ideological architects of the “Context Moat,” viewing centralized corporate power as the engine of this acceleration.
6.3 The Middle Ground: “Advance, Protect, Implement”
Between these extremes lies a pragmatic center, often represented by policy think tanks advocating for an “Advance, Protect, Implement” strategy.42 This approach acknowledges the reality of displacement and the risk of “slop,” but seeks to mitigate them through:
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Advance: Funding open-source AI to prevent monopoly capture.
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Protect: Empowering institutions to enforce liability for AI harms (e.g., when a “vibe coded” system leaks data).
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Implement: Focusing AI adoption on high-social-value areas like medicine and education, rather than just ad optimization.
This middle path attempts to reconcile the “Agency” of the e/acc movement with the “Taste” and caution of the Slop critics.
7. Societal & Economic Reconfiguration
The “Subway Surfers” economy does not exist in a vacuum. It is reshaping the macro-economic and political landscape, sparking fierce debates about the distribution of wealth and power in a post-labor world.
7.1 Peter Thiel’s Thesis: AI vs. Crypto
A critical framework for understanding the societal impact of AI comes from Peter Thiel’s dichotomy: “Crypto is libertarian (decentralizing); AI is communist (centralizing).”.43
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AI as Centralizing: AI requires massive data centers, huge energy resources, and centralized control over the “weights” (the brain of the model). It naturally tends toward monopoly (Google, Microsoft, OpenAI) and surveillance (Palantir’s “God’s Eye View”).45 It empowers the state or the mega-corporation to know everything and decide everything.
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Crypto as Decentralizing: Crypto (and by extension, individual agency) is about distributing power, protecting privacy, and resisting centralized control.
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The Clash: The “Subway Surfers” economy represents the triumph of the “AI/Centralizing” force. The “slop” is the pacifier for the masses, while the centralized AI (Palantir/OpenAI) runs the world’s logic. Thiel’s pivot from Nvidia (the hardware of AI) to Microsoft (the platform of AI) and his continued interest in crypto suggests a hedging strategy against this total centralization.46 The “Context Engineering” moat discussed earlier is a tool for corporations to centralize their knowledge, further entrenching this power dynamic.
7.2 Universal Basic Compute (UBC) vs. UBI
As the value of human labor collapses, the conversation shifts to redistribution. Sam Altman has proposed “Universal Basic Compute” (UBC) as an alternative to Universal Basic Income (UBI).47
Table 2: Economic Models for the Post-Labor Era
| Feature | Universal Basic Income (UBI) | Universal Basic Compute (UBC) |
|---|---|---|
| Asset Provided | Cash (Fiat Currency) | Compute Credits (GPU Time / Tokens) |
| Underlying Philosophy | Redistribution of Wealth | Redistribution of “Means of Production” |
| Dependency | Dependent on State fiscal policy | Dependent on Tech Infrastructure Providers |
| Inflation Risk | High (Cash supply increases) | Low (Resource is tied to utility) |
| Criticism | “Rent seeking” by landlords/services | “Company Store” trap; useless without skills 48 |
| Proponent | Traditional Progressives | Sam Altman, e/acc theorists |
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The Concept: Instead of giving people cash (which inflation might erode), give them a guaranteed slice of the “Means of Compute”—a share of GPT-7’s processing power. They can use this to build a business, trade it, or donate it.49
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The Argument for UBC: In an AI economy, “compute” is the fundamental unit of production. Owning compute is like owning land in the agrarian age. It gives people “skin in the game” of the AI economy rather than just a handout.47
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The “Trap” Critique: Critics argue that UBC is a “tokenization of existence.” It locks individuals into a closed loop of dependence on the tech giants who control the compute. If your “income” is a voucher for Azure credits, you are entirely beholden to the ecosystem of the provider. It creates a “company store” dynamic on a global scale.52 Furthermore, “compute” serves no purpose if you lack the “Context” or “Taste” to use it effectively. Giving a non-coder a slice of GPT-7 is like giving a non-farmer a tractor; without the skills to operate it, they will simply sell it back to the centralized power, recreating the inequality it was meant to solve.48
7.3 The “Identity Crisis” of the Knowledge Worker
The most immediate societal impact is the “Identity Crisis” facing the white-collar workforce.12
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Loss of Self-Worth: For decades, professional identity was built on “competence”—the ability to write good code, diagnose a disease, or draft a watertight contract. When an AI can do this instantly, that foundation crumbles. “If I am not my skills, who am I?“.12
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The “Post-Conventional” Identity: Psychologists suggest that workers must move to a “post-conventional” identity, where self-worth is derived from internal values, creativity, and human connection rather than external productivity metrics.12
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The Risk of “Enshittification”: Cory Doctorow warns that the AI boom is an “enshittification” bubble—a transfer of wealth from workers and users to investors, resulting in a degraded, “slop”-filled reality.38 The “Subway Surfers” economy is the manifestation of this: a world where the quality of goods and services (healthcare, media, code) degrades to the “lowest acceptable viable product” generated by AI, while the surplus value is extracted by the platform owners.54
8. Conclusion: The Age of Judgment
The “Subway Surfers” Economy is not a distant dystopian fiction; it is the current operating system of the software industry, and it is the imminent future of Law, Medicine, Finance, and Media. The death of “Medium Intelligence” as a driver of economic value is all but guaranteed by the trajectory of model performance.
8.1 The Necessary Shift
To survive and thrive in this new environment, the white-collar worker must undergo a fundamental psychological and skill-based transformation:
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Abandon “Execution” Pride: Stop defining value by how much you produce (lines of code, words written). That game is lost.
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Embrace “Context Engineering”: Learn the technical and intellectual skills required to structure information for AI. Become the architect of the “Context Moat.”
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Cultivate “Taste”: Hone the human ability to discern quality, nuance, and cultural resonance. This is the only thing the machine cannot generate ab initio.
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Adopt the “Orchestrator” Identity: View oneself as a Director, not an Actor. Accept the burden of responsibility for outcomes, leveraging “Agency” to drive projects through the friction of the real world.
8.2 The Societal Choice
We stand at a crossroads between the “Libertarian” ideal of decentralized empowerment (where UBC and local agents give individuals power) and the “Communist” reality of centralized AI surveillance (where Palantir and Microsoft run the OS of society). The “Subway Surfers” distraction is the mechanism by which the latter may win without us noticing. The challenge for the “Orchestrator” class is not just to manage their own workflows, but to ensure that the systems they build serve human agency rather than eroding it.
In the end, the “Subway Surfers” economy asks a simple, terrifying question: When the machine does the thinking, what is the human for? The answer, it seems, is Judgment. The human is for deciding what should be done, while the machine decides how to do it. The death of Medium Intelligence is the birth of the Age of Judgment.