When I read the recently published Substack, “The AI revolution is here. Will the economy survive the transition?”, co-created by Michael Burry, Dwarkesh Patel, Patrick McKenzie, and Jack Clark, I found myself thinking about Bronowski, Adams and Kuhn. The participants in this Substack exchange are, broadly speaking, engaged in normal science - or rather, normal economic and technological analysis. They’re solving puzzles within the boundaries of the established paradigm: Where does value accrue in the AI supply chain? What’s the capital cycle position? How many engineers will Big Tech employ in 2035? These are legitimate questions, but they assume the box remains intact. They don’t ask what AI is, what intelligence is, or whether what’s emerging can even be contained within our existing frameworks.