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Jensen's robots, Zuckerberg bends the knee, AI is the economy

The Compound and Friends

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AI's Economic Impact and Stock Market Dynamics

This chapter examines the growing role of artificial intelligence in the U.S. economy and its potential to reshape economic cycles, drawing parallels to past booms. It also discusses the implications of tech investments on stock market performance and the resilience of valuations during periods of earnings growth. Highlighting recent insights and productivity trends, the chapter urges investors to adapt their strategies in light of transformative technological advancements.

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