AI is good for stocks.

Workers can be replaced with AI.

AI makes business processes more efficient.

AI can help manage factories, design products.

AI gives you business intelligence on a level never seen.

We (as consumers) tend to think of how chat gpt is useful for writing, generating images, thinking through problems.

But the real gain is for large companies. Think of how AI will make Microsoft more efficient. How it will help Amazon's logistics. How it will help automate HR, procurement, price setting, customer service.

Now, add stablecoins to the mix.

The entire process becomes much more fluid.

All settlements become instant.

Chargebacks drop dramatically.

New geographies open up for American service exporters.

And what's good for stocks is good for the American consumer. With the wealth effect from stocks and increasingly Bitcoin, spending does not decrease.

In fact it goes up.