Wall Street is talking about cockroaches again. Not just the real ones that come with city life, but the metaphor — the symbol of market excess. Technology has never been so powerful, so promising — and so dangerously concentrated. In just three years, artificial intelligence has triggered a wave of euphoria that even Silicon Valley rarely sees. Since the launch of ChatGPT, over 90% of U.S. GDP growth has come from AI investments. According to Harvard economist Jason Furman, this year the American economy would be flat without this bet on the future. Forty percent of the entire S&P 500 is tied to just ten companies — Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, Tesla, AMD, Broadcom, Palantir. That’s not diversification. That’s monoculture. And every monoculture has its pests. The only question is: When? Not if. Or will this time be different? Have we finally found the tool to unlock the kind of efficiency leaps that revolutionized entire industries with Kaizen and later Lean Management in the 1970s?