Where do I even begin? Speed is unrealistic. It compresses a decade of enterprise adoption into 18 months. Organizations don't restructure at the speed of a demo. And if it were true, companies would also stop buying AI once their customers are broke and revenue is falling. The "rational firm" logic cuts both ways. "No new jobs" is asserted, not argued. It dismisses 200 years of counter-evidence in two sentences and…
I imagine I'm not alone in having seen a _big_ secular shift in colleague behavior since Opus 4.5 came out. The organization will lag the behavior, but weird things are happening.
(I'm not speaking to the rest of your points; the crypto-bro stable coin bit was jarring for me too. Europe will just go onto Faster Payments, the US will eventually catch up with FedNow, you don't need crypto).