The article discusses the 'extreme and improbable' economics of Citrini’s AI report, which suggested that IBM, DoorDash, and other companies mentioned in the report fell 4% or more after the report's release of a blog post by Anthropic describing how AI can help modernize COBOL code. The report also suggested that the unemployment rate printed 10.2% in June 2028, bringing the cumulative drawdown in the S&P to 38% from its October 2026 highs due to a negative feedback loop with no natural brake, and a human intelligence displacement spiral. The author argues that the claim that AI can replicate the core functionality of a mid-market SaaS product in mere weeks is an attempt to create a software development department with annual costs of $1 million. However, the author acknowledges that this claim is based on the fact that companies like Amazon.com, Microsoft, and Asana.com have had similar issues.