Ep. 2410 - Will AI End America?

“Investments in information processing equipment and software was only 4% of US GDP for the first half of 2025, but it accounted for 92% of all GDP growth over that period. These companies are investing heavily in data centers because that is the basis for all of the compute that is necessary for AI. They're building these giant data centers everywhere.”

“The number of people who like AI is going down. The number of people using AI is going up. So many of the people using it are saying they simultaneously don't like it, which, by the way, is very often common with the free market. Pretty much everybody who complains about the free market is a beneficiary of the free market.”

“If we didn't have AI, we'd be in a panic right now about what's gonna happen to the economy because what we'd be staring at is a future of depopulation. Depopulation without new technology would just mean that the economy shrinks. It would mean that the economy kind of itself kind of shrinks over time and the opportunity diminishes.”

“America must win. We have to win economically, we have to win militarily, and that means that we do have to win technologically. There's a movement afoot in our country that will destroy all of that, that will let China win and sink America into poverty and dependence.”

“According to Boston Consulting Group, over the next two to three years, 50 to 55% of all jobs in The United States will be reshaped by AI. Not replaced, reshaped. For many employees, this will mean they retain the same or similar role, but face radically new expectations for how they work and what they produce.”