I've been thinking about this TrumpGOP 'good for the country' messaging x tariff policy a lot more since reading davekarpf.substack.com/p/the-ai-eco... Feeding the machines Silicon Valley, PE, VC country's wealth is more important, that's why.
![“[Spending on AI infrastructure] contributed more to growth in the U.S. economy in the past two quarters than all of consumer spending.” Paul Kedrosky notes that “one explanation for the U.S. economy’s ongoing strength, despite tariffs, is that spending on IT infrastructure is so big that it’s acting as a sort of private-sector stimulus program.” (H/T Brian Merchant) via davekarpf.substack.com/p/the-ai-economy-is-full-of-financial](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:lxies7eticbkmfjntqngrct6/bafkreieuto472djnrrbgwt5mrztz5ou2gjcum4fs3xbeyj32k4q4sjyfri@jpeg)
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