Overview
- Musk made the forecast in a Dec. 24 reply on X to venture capitalist Marc Andreessen, following a thread highlighting Q3 growth data.
- The Bureau of Economic Analysis reported 4.3% annualized real GDP growth in Q3 2025, the fastest in about two years, lifting market sentiment to fresh highs.
- OECD projections point to roughly 1.6%–1.8% U.S. growth in 2025 and about 1.5% in 2026, far below Musk’s double‑digit outlook.
- Federal Reserve officials have cited AI data‑center spending as one contributor to growth alongside consumer demand and fiscal support.
- Investor reactions split, with Andreessen cheering faster expansion and Mark Cuban warning that rapid AI‑driven gains could widen wealth inequality.