A Tale of Two AI Futures - Citrini vs Citadel
From The Metrics Brothers by Ray Rike & Dave Kellogg
March 5, 2026 · 28 min · Episode 113
About this episode
Dave Kellogg and Ray Rike debate two contrasting AI futures presented by Citrini and Citadel, exploring the implications of AI on the economy and labor market.
In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike go point-counterpoint on two high-profile articles making waves across Wall Street and Silicon Valley: Citrini's provocative February 2025 report, The 2028 Global Intelligence Crisis , and Citadel's rebuttal, The 2026 Global Intelligence Crisis . Dave and Ray unpack whether AI is truly triggering an unprecedented economic collapse or whether Citrini's dark simulation is, as one economist put it, just " a scary bedtime story ." They dig into the SaaS private credit contagion theory, the historic parallels of labor displacement, the role of government regulation, and why this particular AI scare hits closer to home than any previous tech disruption. As always, the brothers bring the receipts, including nearly 20 sources and 20 hours of research - so you don't have to. Full Episode Summary: Dave Kellogg and Ray Rike open by framing the episode as a tale of two AI futures: Citrini's alarming speculative simulation versus Citadel's data-driven rebuttal. The Citrini Case (Bear Case): Published February 22nd, Citrini's report simulates a scenario in which rapid AI agent adoption triggers a global intelligence…
People in this episode
Hosts: Dave Kellogg, Ray Rike
Topics covered
- AI futures
- economic collapse
- labor displacement
- government regulation
- SaaS private credit contagion
- Citrini vs Citadel
Keywords
- AI
- economic crisis
- Citrini
- Citadel
- labor displacement
- SaaS
- unemployment
- S&P 500
- government regulation
Mentioned in this episode
Organizations: Citrini, Citadel
Books & works: The 2028 Global Intelligence Crisis, The 2026 Global Intelligence Crisis
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