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  • Writer's pictureChristopher Lakian

The Second Half of 2023, Part 2: Domestic Strength, Where is it?

May 2023

It's rare when you spend Seven trillion dollars in three years (2020 Covid) and stare at economic contraction.


Who cares about all that when a Terminator robot right out of the classic 1980 film (Arnold Schwarzenegger) is bound to take your job? “ I'LL BE BACK”


A.I. Artificial intelligence will be the next significant investment of our lifetimes, and it's precisely what we need to re-create a new economic model here in the good old USA.


We need help with repetitive tasks, factory jobs, And routine service models; the common theme is the lack of a consistent workforce.


A.I. can replace that and more. We are in the early innings of a massive productivity revolution.


When I first started reading the attached document from Raymond James on Artificial Intelligence and its benefits, it took me back to when I was a kid, trying to explain to my parents why AOL instant messenger was the coolest thing ever.


Flashback to 1992:


Cushing Academy boarding school, L dorm, room 2, window seat desk, Saturday, fall of Freshman year. I fired up my Mac Classic II, and there was a loud chime from the rear, and the hard disk spun. Happy Mac face, I am good to go.

This silly afternoon hobby was the start of people wondering about the benefits of Apple’s Macintosh, AOL’s instant Messenger, Cisco’s dial-up router, and rumors of a phone you could call from your car (aka the first cell, Motorola)


But in reality,  all I talked about on instant messenger in 1992 was Terminator 2 Judgement Day and Girls.

Silly statements! In adult land, the parents of Cushing Academy were talking to their brokers on Wall Street; 1992-2000 was one of the most significant growth periods ever!


Today, AI could be just the start of a highly prosperous new technology revolution allowing companies worldwide to grow margins, keep costs down, and increase productivity.


I don't need to remind you that Wall Street loves fat margins.


Cheers


Christopher Lakian







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