Tulip King 4.5 2 ideas

AI implementation is leading to massive layoffs (like Block's 40% cut) and increased efficiency, which creates a deflationary environment where wages crater and GDP growth slows (despite efficiency). In a deflationary environment, capital becomes more valuable, and the government must lower rates. When rates go down, long-duration bond prices (TLT) go up. Long TLT (calls) as a hedge against AI-induced deflation. The government prints "an unholy amount of money" (UBI) to counter deflation, leading to inflation instead.