Osung Kwon

speaker

269 appearances 1 recordings 1 series first heard Aug 2026 last heard 9 Aug

Osung Kwon’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

fueling the overall economy as well, outside of AI.

So first of all, if you look at GDP growth over the past year, about twenty five percent of the GDP growth came from

Tech.

SAMI's hardware and software.

So this is really the the biggest driver of GDP growth, tech is.

And we're starting to see some of that category cycle trickling down into a broader economy.

You know, look at industrials, transportation.

I think a lot of those stocks are really benefiting from this industrial activity that's being driven by the AI cat back cycle.

So I'm pretty positive on the economy overall and I think the consumer is gonna be okay, but the message here is that the the overall economy has to hold, has to

has to remain resilient for this CapEx cycle to continue.

But in the near to medium term, what are we seeing?

That's one of my favorite questions.

Okay, good.

We wrote a big report on AI's impact on the labor market.

So, first of all, I think the fear is way overdone.

This is just a technology innovation cycle.

That's yeah, going to disrupt the labor market somewhat.

This isn't the first time that's happening.

So we looked at the prior five big investment cycles going back to the 1700s.

So steam engine, uh railways, autos, PC and dot com.

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