As artificial intelligence reshapes the white-collar workforce, we're facing an echo of globalization's impact on manufacturing jobs—but moving upstream. The parallel is stark: just as outsourcing hollowed out traditional blue-collar employment, AI threatens to displace knowledge workers at scale. This structural shift raises a critical question about institutional legitimacy. When technological transformation concentrates wealth while displacing entire labor segments, public confidence in market systems fractures. The challenge for capitalism isn't just adapting to automation—it's maintaining social cohesion when disruption accelerates faster than safety nets can adapt. Understanding these macro pressures matters for anyone tracking long-term economic cycles and asset valuations.