Rockefeller's Ruchir Sharma: AI spending is driving U.S. markets and economy

Bring in Rashir Chararma, Rockefeller International chairman, founder and chief investment officer of Breakout Capital, fresh off this new piece in the FT today titled America is now one big bet on AI rashier. Um, provocative piece although I over the weekend Washington Post pointed out that GDP gets more contribution now from AI capex than all the spending by all the consumers in the country. That's exactly what I've said in this piece uh Carl which is that if you just look at the AI spend that alone accou ...