Overview
- Replying on X, Musk said the U.S. could reach double-digit real GDP growth within 12–18 months and suggested triple-digit growth is possible in about five years.
- The call followed BEA data showing 4.3% year-on-year growth in Q3 2025, the fastest in roughly two years and stronger than many economists expected.
- Investor reactions split, with Marc Andreessen urging a growth push and Mark Cuban warning about concentrated gains and calling for a discussion of robot taxes.
- Mainstream outlooks remain far lower, with the OECD projecting roughly 1.6%–1.8% U.S. growth in 2025 and about 1.5% in 2026, and Goldman Sachs near 2.5% for 2026.
- Reports note Federal Reserve officials cite AI-related data center spending as a support for future growth, though they have not endorsed the scale of acceleration Musk describes.