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Slow capability · Slow diffusion

Status quo / stagnation

Tools improve slowly, most institutions don't restructure

Illustration of Status quo / stagnation

AI development hits diminishing returns. Models plateau around current capability levels — useful for drafting, summarising, and basic analysis, but unable to handle complex reasoning, novel research, or autonomous work. Most organisations run pilots that don't graduate to production.

The global economy continues largely on its pre-AI trajectory. Productivity growth remains modest. The hype cycle deflates, investment pulls back, and AI becomes another enterprise tool rather than a transformative force.

AI investment cycle cools; hyperscaler capex normalises

Adoption stalls at pilot stage in most organisations

Productivity gains are incremental, not structural

Talent pressure eases; AI skills become a niche, not a baseline

Policy urgency is low, but preparation value is high

WA faces the least external pressure in this scenario. The window for preparation is wide. But the risk is complacency — if WA treats this calm as permanent and fails to build institutional capability, it will be caught flat-footed if the trajectory accelerates later.

Full analysis →
Adoption no regret
Strong
Institutional capability no regret
Strong
Talent no regret
Strong
Energy & compute hosting conditional
Conditional
Startups & innovation conditional
Conditional