All three articles are, at bottom, about the same structural condition: a technology that concentrates gains at the top of the stack while the costs distribute downward. AI capex is leaking offshore while labor share hits a 78-year low; fraud costs land on consumers and community banks while defense vendors win; a handful of labs are canonizing the educated answer for 900 million weekly users. The week's through-line isn't AI optimism or pessimism — it's concentration, and who's on which side of it.