Citrini and Alap Shah Feb 22, 2026 Preface What if our AI bullishness continues to be right…and what if that’s actually bearish? What follows is a scenario, not a prediction. This isn’t bear porn or AI doomer fan-fiction. The sole intent of this piece is modeling a scenario that’s been relatively underexplored. Our friend Alap
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Something Big Is Happening
Get updates Follow @mattshumer_ Think back to February 2020. If you were paying close attention, you might have noticed a few people talking about a virus spreading overseas. But most of us weren’t paying close attention. The stock market was doing great, your kids were in school, you were going to restaurants and shaking hands
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