愚蠢的人工智能、黄金圆和“Q日”提前到来:以下是盛宝银行对2026年的离谱预测。
Dumb AI, Golden Yuan, & Q-Day Comes Early: Here Are Saxo's Outrageous Prediction For 2026

原始链接: https://www.zerohedge.com/geopolitical/dumb-ai-golden-yuan-q-day-comes-early-here-are-saxos-outrageous-prediction-2026

沙克银行的年度“离谱预测”并非预测,而是探索低概率但可能带来巨大影响、从而彻底改变2025年的事件的思想实验。这些预测涵盖科技、文化、政治和经济领域,旨在引发对未来潜在颠覆的讨论。 主要预测包括“量子日”的到来——量子计算破解当前加密技术,导致金融混乱;“泰勒效应”——流行文化推动生育率和经济增长的文化转变;以及美国政治改革因公众不满而启动。 其他预测涉及肥胖药物的进展、SpaceX价值万亿美元的首次公开募股、人工智能CEO的出现、中国以黄金支持的人民币挑战美元,以及由于管理不善的人工智能系统而引发的大规模“人工智能清理”。 最终,沙克银行的目标是拓宽人们对潜在冲击的视野——那些目前尚未纳入市场预期的冲击——并鼓励为不可预测的未来做好准备。

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原文

The future almost never arrives in straight lines. Whether its’ technology, culture, or politics, changes and evolution often come slowly from year to year. But then, suddenly, there is a lurch.

Saxo’s Outrageous Predictions live in those lurches. They are not a house view or a forecast; they are low-probability, high-impact thought experiments designed to stretch the imagination and sharpen debate about what could happen if things leap forward in unexpected ways.

Simply put, they're an out-of-the-box brainstorming on the kinds of crazy things that might just come true.

Let’s take a wandering tour of the eight outrageous developments that just could await in 2025.

First, in tech, take cryptography and imagine what happens if Q-Day suddenly arrives in 2026, the day that quantum machines can crack yesterday’s digital locks effortlessly.

Crypto collapses; gold screams to five figures; every bank and government scrambles to rebuild trust in a post-quantum security stack.

Second, in the same year, markets discover that sudden culture shifts can move macro.

A single wedding – Swift and Kelce – tips a generation out of doomscrolling and into backyards, marriages, and baby carriages. Fertility and household formation booms. Economists coin a new phrase with a smile: the Swiftie Put.

Third, in politics, the aggravated partisanship of recent years is suddenly upended after the ugly partisan shenanigans in the U.S. midterm elections shock the silent majority of independents into demanding reform and a strengthening of democratic institutions.

Trump stays Trump, but America begins to move on.

Fourth, in medicine, GLP-1 obesity drugs in pill-form transform human and even pet health.

Waistlines shrink, lifespans stretch, and all food companies race to reinvent themselves for a lighter world.

Fifth, above the atmosphere, capital market discovers their next frontier. A SpaceX IPO valuation clears a trillion dollars and turns “space economy” from slogan to spreadsheet.

Orbital manufacturing and lunar projects migrate from science fiction to investment committee.

Sixth, back on Earth, an AI model becomes a Fortune 500 CEO...

...executing without ego and forcing boards to consider the unthinkable: a human-machine partnership at the top.

Seventh, geopolitics, never far from the tape in recent years, tests the monetary order as Beijing rolls out a gold-linked offshore yuan for redenomination of its trade.

The dollar remains a king, but not the king.

Finally, eighth, while carefully constructed and prompted AI may help run a company, beneath the buzzwords, a humbling reckoning unfolds: dumb AI, or poorly governed agents and “agentic” automations, misfire en masse...

...generating a trillion-dollar cleanup and a new profession of “AI janitors” to disinfect the codebase of modern life.

Sure, the next shocks may come from where we are staring the hardest, like in AI or in geopolitics. But the direction things might take in these areas, not to mention the fallout, are certainly not in the price. Elsewhere, quantum may remain pie-in-the-sky, or it could disrupt profoundly. And geopolitics and cultural revolutions can prove the most jarring of all, especially when our societies suffer from dire inequality.

Again, Saxo’s aim with its yearly set of Outrageous Predictions is not to predict the year ahead, but to widen the aperture: to ask what breaks, what booms, and what blindsides when the world lurches. If these scenarios make you argue, it’s all better. The debate will help prepare you for these and any other surprises that might lie ahead.

Read the full detailed breakdown of all eight 'outrageous predictions' here...

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