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Elon Musk

2 articles on this topic, newest first.

Why Elon Musk's 4% Growth Call Deserves a Serious Read

Musk says AI could double US GDP growth next year, from 2% to 4%. The number itself matters less than the idea behind it: intelligence turning from scarce labor into replicable capital. If that premise holds, the rules of economics and markets shift too.

Macro

Musk's G20 message: AI's real bottleneck is not GPUs, it is electricity

A billion humanoids and a 20 to 30 percent bigger world economy make headlines. The line investors should read first is duller: AI chips are multiplying faster than the power and physical infrastructure needed to switch them on.

Tech