LUCID
Surprisingly lucid for a YouTube channel — this video explicitly describes AI replacing 15,000 engineers structurally (not temporarily), cuts support staff from 9,000 to 5,000, and shows $300M being routed to AI tokens rather than human engineers. The key framing — 'human engineers are not the plan' and 'fewer of them every year' — signals structural displacement without hopium. The consumption circuit question is absent, and it doesn't explicitly name rentier capitalism, but it comes closer to genuine structural honesty than most content in this space.