2nd Order Thinkers

2nd Order Thinkers

The Most Confidently Wrong AI Report I've Ever Read

The 2028 Global Intelligence Crisis report crashed all stocks mentioned. Here's what the Wall Street missed — and a tech person caught.

Jing Hu
Mar 07, 2026
∙ Paid

Two analysts publish “The 2028 Global Intelligence Crisis“ on Substack.

A fictional macro memo written in June 2028. AI displaces white-collar workers, consumer spending collapses, and financial markets crack.

By Monday morning, the Dow drops 800 points. And the companies named directly in the report take the hardest hits: DoorDash drops more than 7%; IBM…

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