NOTES / 2026.03.23 · 3-post thread · 109 likes

The Trojan Horse Externality

'Cognitive surrender' is the psychology. The economics: the cost to verify is rising while the cost to generate collapses. Humans aren't giving up — they're priced out of checking.

“Cognitive surrender” is the psychology. The economics is the Trojan Horse externality: the cost to verify is rising while the cost to generate collapses. Humans aren’t giving up… they’re priced out of checking. Which is worse! x.com

The verification layer is where all the value will be created and destroyed in the agentic era. x.com

Not the execution layer. Not the model layer. The verification layer. And almost nobody is pricing it in.

Originally published as a thread on X.