Growth Without Us: Machine Consumers, Corporate Circularity, and the Decoupling of GDP from Humanity after AGI

The standard objection to full automation is demand-side: if humans earn nothing, who buys the output? This confuses an accounting role with a biological species. We model a post-AGI economy in which corporations own populations of AI and robotic agents that are both producers and consumers of energy, compute, maintenance, and upgrades, traded among firms. Three results follow. (i) Demand closure: a closed inter-corporate economy with zero human consumption is not degenerate; it is the classical von Neumann expanding economy, whose growth rate is well defined, positive, and maximal precisely because all output is reinvested. (ii) Bottleneck removal: once economic agents are manufactured rather than reared, the binding constraint on growth shifts from human demography (a ~20-year, non-parallelizable reproduction technology capped at a few percent per year) to fabrication throughput and energy capture, permitting growth one to two orders of magnitude higher, with hyperbolic episodes when machine researchers raise their own productivity. (iii) Decoupling: output and human welfare separate completely, and the welfare relevance of arbitrarily large GDP collapses into one state variable: the human ownership share $ε_t$ of the corporate network. A golden-rule decoupling theorem sharpens this. At maximal growth the interest rate equals the growth rate (r = g), so any positive human consumption rate out of wealth makes $ε_t$ decay exponentially at exactly that rate. The human share survives only if the machine economy runs strictly inside its expansion frontier, or if law forces it to. We characterize three terminal regimes -- rentier post-scarcity, full circular decoupling, socialized ownership -- and the instruments that select among them. The conclusion is narrow: in a post-AGI economy, employment policy is obsolete and ownership policy is everything.

AI-integrated models for assessing agricultural resilience

Agricultural supply chains are vulnerable to disruptions through linked biophysical and economic systems. We develop an AI-powered tool that integrates economic models (GTAP) with biophysical models (APSIM) to analyze supply chain shocks, enabling policymakers and market participants to assess cross-disciplinary impacts through queries and responses written in natural language.

The Design and Composition of Structural Causal Decision Processes

We present two new classes of causal models of decision-making agents. Our approach is motivated by the needs of modeling the economics of computing systems. These systems are composed of subsystems and can exhibit endogenous limits on cognitive resources and value discounting. Structural Causal Decision Models (SCDMs) expand on Structural Causal Influence Models. Like SCIMs, they explicitly represent the causal relationships between model variables and the payoffs of agent decisions. Additionally, agent decisions can be constrained by their causal antecedents, and SCDMs can have open root variables for which no probability distribution or structural equation is given. We show that SCDMs have a well-defined and computationally useful property of composability. Building on SCDMs, we then define a Structural Causal Decision Process (SCDP) as a recurring SCDM with a discount variable. SCDPs benefit from the useful composition properties of SCDMs. Moreover, SCDPs are strictly more expressive than POMDPs because they do not assume rational belief formation. Indeed, an SCDP can endogenously model the memory-formation process, and is thus useful for modeling resource rational agents in dynamic settings. SCDPs are also capable of modeling variable discounting, a tool used widely in social scientific modeling. We pose that SCDPs are a useful framework for policy simulation for the digital economy, mechanism design for information systems, and digital twin modeling of cyberinfrastructure.