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The Compound and Friends: AI Is the Whole Economy Now

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The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

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Skanda Amarnath: The AI Boom’s Economic Impact Is Starting to Show Up | Nick Chester

Expenditures on AI is about to surpass the peak spending on housing at its 2005 peak spend. It’s arguable it has already passed peak expenditure during the 1990s telecom/tech boom. “At close to 7% of the economy at the end of 2025, it’s plausible that the AI boom would be on par with the share of the US economy housing investment represented at its 2005 peak.” https://lnkd.in/gWc8cFSB First heard on The Compound

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