“In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.
GV’s David Krane and Greycroft’s Dana Settle break down where the AI boom really stands at Fortune Brainstorm Tech
September 17, 2025
This Gen X tech founder has a message for Jamie Dimon, Andy Jassy, and any CEO demanding a return to the office: You’re not serious about AI
September 23, 2025
Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma…
"We're notoriously undersupplied in our housing market. Does that mean it's going to be even more difficult for us to build…
"We suspect that job losses in tech have been driven mainly by AI displacement."
The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.
AI will spark 'violent task churn' at work, and then a productivity boom, JPMorgan says
