FIG. 01 / DISPLACEMENT
M-01 · v0.4
PAINTED · ARCHIVAL
Each stage has a logic, a tell, and a decision window. Release dates below are essay publication order, not a displacement forecast.
The ACDP Model is a single framework, but it answers different questions depending on what you have at stake. Choose your entry point. The other two will still be there.
You want to know: which skills are appreciating? Which are depreciating?
You want to know: how will headcount shift? How will compensation change? And how to revalue legacy businesses?
You want to know: which pivot is safest? Which is most dangerous?
Maverick publishes one analytical model at a time. Each model is a lens, a way of organizing what is actually happening so you can act before consensus arrives. The ACDP Model is the first.
Hot takes age in days. A model, if it's right, keeps cutting through noise for years. ACDP gives you five questions to ask of any industry, any role, any portfolio position, in any week of the next decade.
Founders deciding what to build. Investors deciding where to deploy. Executives reading the wrong tea leaves. And anyone watching their industry change shape and wondering whether to lean in, hedge, or leave.
Not predictions. Not vibes. A stage-by-stage map of how AI displaces employment through Experimental, Infiltration, Compression, Restructuring, and New Equilibrium, with reading tools designed to make each stage legible while it is still unfolding.
The wave is not the question. The stage is.— Tyler T. Jung
Most strategic mistakes are made by people reading the right industry at the wrong stage.
AI enters as a curiosity. Isolated pilots, internal demos, headline-grabbing partnerships that go nowhere. Most experiments fail. The signal is in the ones that survive — and in what they reveal about which tasks are genuinely automatable versus merely demoable.
AI stops being a project and becomes a tool. It enters through procurement, through new hires who refuse to work without it, through competitors who quietly ship faster. By the time leadership notices, infiltration is already advanced.
The squeeze begins. Margins collapse as AI-augmented competitors undercut pricing. Headcount contracts. Timelines shrink. This is where most people first feel AI disruption personally — and where the decision window is narrowest.
Surviving organizations rebuild from the ground up. New roles emerge. Capital flows to new structures. The org chart of 2020 is unrecognizable. This is where strategic positioning matters most — and where late entrants pay full price.
The dust settles. New industry structures stabilize. The winners are visible. The question shifts from "how to survive" to "how to thrive in the new landscape." This is where long-term positioning is locked in, for a decade.
The ACDP Model did not start as a thesis. It started as a pattern — first noticed in legal services, then in customer support, then in mid-tier media. Three industries, three different timelines, the same five stages.
What follows is not a forecast. It is a generalization, derived from cases where the displacement cycle is far enough along to read clean. The point of a model is not to be right about the next news cycle. It is to give you a question worth asking in every news cycle for the next ten years.
If a stage in the model is not falsifiable inside its own chapter, the chapter does not ship. If a sector contradicts the model, the model gets revised — in public, with a versioned changelog. Diagnostic clarity, not predictive theater.
Every revision is dated, named, and visible. If a stage breaks, you find out here first.
Reader feedback and three months of field reading made it clear: "adoption" implies a managed decision. What actually happens in Stage Two is asymmetric, sub-organizational, and largely unmanaged. The new label fits the mechanism.
Added a five-question diagnostic to Chapter 01 for separating Stage One signal from Stage One theater. Drawn from the survivor pattern in the original "Why Most AI Pilots Fail" essay.
Earlier draft proposed "12–24 months" between full Infiltration and observable Compression. Recalibrated using customer support and mid-tier media as cleanest reference cycles.
Five stages locked. Chapters 01 and 02 published. Open contradiction policy: any sector that breaks the model is documented in the next changelog, not buried.
We are preparing a paid Maverick layer for readers who want deeper model work, private briefings, and practical decision support. Launch details will be announced when the program is ready.