What if AI-augmentation lifts SME productivity and broadens earnings growth?
Cheap AI tools let small and mid-sized firms automate admin and sales, raising productivity and margins across the long tail; the broad-based efficiency gain supports small-cap earnings and labor-light growth.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (electric blue) over time vs the market's (Polymarket, amber), from the past toward the 1–3 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. Loading the probability audit trail…
What it would mean
If this plays out, it is a risk-on shock. Cheap AI tools let small and mid-sized firms automate admin and sales, raising productivity and margins across the long tail; the broad-based efficiency gain supports small-cap earnings and labor-light growth. The trigger decomposes into signed root‑shocks — Consumer spending ▲ · Risk appetite ▲ · Robotics productivity ▲ — which propagate through our causal graph to the markets below.