What a silly premise. Markets don't care. All markets do is express the collective opinion; in the short term as a voting machine, in the long term as a weighing machine.
Seeing a real uptick of socio-policital prognostication from extremely smart, soaked-in-AI, tech people (like you Salvatore!), casting heavy doom-laden gestures towards the future. You're not even wrong! But this "I see something you all clearly don't" narrative, wafer thin on real analysis, packed with "the feels", coated with what-ifs.. it's sloppy thinking and I hold you to a higher standard antirez.
The first question to ask is "do LLMs also have a general factor?". How much of an LLMs performance on an IQ test can be explained by a single positive correlation between all questions? I would expect LLMs to perform much better on memory tasks than anything else, and I wouldn't be surprised if that was holding up their scores. Is there a multi factor model that better explains LLM performance on these tests?