Great charts. One question I’m curious about: how should we think about the durability of consumer-driven growth versus AI CapEx–driven growth across the cycle?
In other words, do you see AI investment as eventually substituting for consumer demand (via productivity, lower prices, new goods), or is the base assumption still that the U.S. consumer remains the primary amplifier even in an AI-heavy growth regime?
Curious how you’re framing that transition internally.
Great charts. One question I’m curious about: how should we think about the durability of consumer-driven growth versus AI CapEx–driven growth across the cycle?
In other words, do you see AI investment as eventually substituting for consumer demand (via productivity, lower prices, new goods), or is the base assumption still that the U.S. consumer remains the primary amplifier even in an AI-heavy growth regime?
Curious how you’re framing that transition internally.
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very interesting and informative