11/12/25

October 2025, Chicken Little Portfolio Performance

AI to pay off the debt?

Can AI, and technology more broadly, make us so rich that we can pay off our massive debts without collapse? US debts and deficits are at record levels. However, if productivity accelerates, we can grow out way out of the problem. There are many anecdotal signs of efficiency gains from AI, but no sign of a productivity boom yet in statistics.

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Robots to the Fiscal Rescue?