You're right, but I find your take too clinical and ignoring the human factors, such as overall market confidence. Another way to look at this is asking if AI

You're right, but I find your take too clinical and ignoring the human factors, such as overall market confidence. Another way to look at this is asking if AI investments get wiped out, would they take down GDP growth with them? I think there would be a pull back across the board. I will speculate that without AI investment juicing growth, we would have seen broad investment pullbacks in the 2nd quarter, and a shrinking GDP.