The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype? | 30 Sept 2026 | iCapital
1. Executive Briefing (TL;DR)
- Macro Environment & "Higher for Longer": Rising benchmark interest rates increase discount rates, raising the hurdle rate for cash flows far in the future and disproportionately pressuring long-duration growth assets, including AI VC and public equities [00:01:16].
- AI Engine Driving US GDP: Artificial intelligence accounts for roughly 1.0 percentage point of current US GDP growth (~50% of the baseline 2.0% growth rate) across data centers, tokens, consumer/enterprise tools, and regional wealth effects [00:03:09].
References
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