US GDP

“Let's say if we actually solve robotics, a model that can control any robot to do any task, napkin math maybe contribute 10% to US GDP. Well, that's already a massive number and I think that promise is one of the reasons that warrants the investment into data …”

“Stargate itself, two percent of U.S. GDP.”

“Software was the best industry of the last 2030 years. At the end of 2030 years, it accounts for four percent of the US GDP.”

“Now the top eight tech companies are about 23 trillion of market cap, and they make up well over 50% of the S&P in terms of value. At the same time they went from basically four percent of GDP in 2005 to about 12% of GDP today.”

“And AI is a driver of this, right? Because you're taking services and you're taking certain types of jobs and you're augmenting them with AI and you're converting them into effectively software spend or tech spend. And you can make different assumptions about …”

“Things like the Manhattan project, electricity, the Apollo project, these are like less than or barely above one half a percent of U.S. GDP at their peak. Even the Apollo project, even the interstate highway project is like six 10th of a percent. Building out …”

“They could be this quarter, as in the first quarter, so then I'd say, well, you have to come back and see me when it's through five, but then you'll come back in a couple of months, and then you'd say, Howard, I just spoke to you for an hour. I don't, you know…”

“And then if they cut rates, and that's the thing, I need a new Fed chair who cuts rates, and if they cut rates... You'll see sixes.”

“We're gonna end the year with a nominal growth close to six percent. So we will be bringing down the Deficit to GDP. I believe it peaked 6.8% for the calendar year, previous year, and we're going to be in the mid fives”

“We have a two percent tailwind to GDP growth right now that's coming from this AI boom, this capex boom that's happening, and so this is, I think, a very good thing for the US economy.”

“The Delta Amex card would be one percent of the GDP of the U.S. Being spent on a airline credit card, they would have said, that's insane. It'll never happen. But it turns out that that is exactly what happened.”

“I actually think you are going to get three to four rate cuts. I actually think you are going to see a reacceleration of GDP.”

“Automotive is a big ecosystem. Second largest consumer industry in the world. From our, from a US GDP, it's almost four percent of US GDP.”

“The hundreds of billions of dollars that companies are investing in AI now account for an astonishing 40% share of the U.S. GDP growth this year. 40%. AI companies have accounted for 80% of gains in the U.S. Stocks so far in 2025, This is helping fund U.S. Gro…”

“40% of US GDP growth this year is AI. And AI companies have accounted for 80% of the gain in US stocks this year.”

“If we just allow it to happen, if we allow the innovators to do what they do best, I think this is going to drive four or five percent GDP growth for the next few years.”

“GDP rose at a 1.2% pace in the first half of this year, down from 2.5% last year.”

“And I think, you know, if Atlanta Fed is right, I don't think they are, but I think it's going to be in the low to mid threes. It's going to be meaningfully greater than what people are expecting.”

“What you're probably going to see in Q two is a really hot GDP print. If I'm a betting man, which I am, I think the GDP print's going to come in above three, not quite four, but above three.”

“That's what sent the markets down 20%, because we knew two trillion dollars in tariffs is probably a 600 to 700 basis point headwind to GDP.”

“Every three hundred billion we cut is about a percent of GDP”

“Within a 10 mile radius of here, 25% of the GDP of the U.S. Pulsates through here.”

“85% of this quarter's GDP was induced by the government. If you sub it out, so take 2.8% and multiply it by .15, that is the true growth ex the United States government that exists in the United States economy today.”

“36% of U.S. GDP is spent on government spend.”

“The individual tax cuts, which included increasing the child tax credit and the standard deduction it's all, it's worth about a hundred and fifty billion dollars a year to put it in perspective, right? That's about 60 basis points on US GDP.”

“So I think unemployment is going back up. I think GDP is going to shrink.”

“The GDP numbers that just came out smashed at 3.3% year over year in the fourth quarter. Expectations were just two percent.”

“Healthcare is the biggest part of our GDP. It's the fast-growing part of our GDP, and probably as a country, It's the lowest ROI of our GDP. If you look at the amount the US spends on healthcare and the impacts and outcomes, it's not that great compared to alm…”

“China was, at the beginning of the century, 10% of the U.S. GDP. Today it's three quarters of the U.S. GDP.”

“It's approaching 25% of U.S. GDP. It's about like 22 right now. It was 20% in twenty-twenty, and it's just been gradually increasing.”

“Meanwhile, the middle market constitutes Roughly a third of US GDP has forty eight million employees. And at the same time, the middle market constitutes about three quarters of all bankruptcies and restructurings.”

“Automotive is four percent of US GDP. US GDP is 21 trillion dollars, and four percent is eight hundred and fifty billion dollars just in vehicle transactions, vehicle sales. And if you consider the entire ecosystem of automotive, it is almost a trillion dollar…”

“We think that GDP is going to contract in, in the next quarter by a quarter to a third.”

“Real estate is the largest industry in the US. It's really 13% of the US GDP.”

“Marketplaces for services are a huge opportunity because services represent 80% of the U.S. GDP, and so there's a ton of opportunities left”