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software, computers, and data center investment

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2026 by John Collison · across every show →

Everything said about software, computers, and data center investment, oldest first

Feb 24, 2026 bullish
Assertion Partly supported
Collison: Tech and data center capex drove nearly half of 2025 US GDP growth
“Economy-wide, demand for software, computers, and data center investment drove nearly half of all U.S. GDP growth in 2025, and will likely soon be a majority of all U.S. Growth.”
John Collison Feb 24, 2026 ▶ 3:29 Stripe’s 2025 annual letter
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