Analogy seems roughly right, if it was a statement like "P=NP -> Markets could possibly be efficient" then I'd buy it. But I think what's more interesting is t

Analogy seems roughly right, if it was a statement like "P=NP -> Markets could possibly be efficient" then I'd buy it. But I think what's more interesting is that "Markets (present-day) are efficient -> P=NP" could plausibly be true, suggesting that the contrapositive is true: "P!=NP -> Markets (present-day) aren't efficient." Given current state of thought around plausibility of P=NP, that seems pretty powerful nonetheless. With the slightly stronger statement "Nobody currently possess a polynomial time algorithm to solve a problem in NP -> Markets (present-day) aren't efficient" it starts to become quite likely markets aren't fully efficient.