Erik says AI investment is approaching several percentage points of U.S. GDP and that U.S. interest rates had risen in the preceding weeks.

“And I, I do think over time... I mean, there, there is a lot of, you know... These are very expensive assets, uh, the hardware and, you know, I think... I mean, it's kind of staggering.”

“You're starting to see, like, AI investments start to become, like, several percentage points of, of, of GDP of the US and, you know, starting to see, like, interest rates in, in America shooting up in the last few weeks and...”