2025-12-08 18:22:17

The latest numbers just dropped: US GDP clocked +3.8% year-over-year in Q2 2025, with the first half closing at +1.6% growth. Sounds solid, right?

Here's the kicker—roughly 63% of that expansion? Pure AI-driven spending.

Strip out the AI frenzy, and what's left is an economy running on fumes. The headline figures mask a much weaker underlying reality. When one sector props up two-thirds of your growth story, you're not seeing broad-based strength—you're witnessing concentrated momentum that could vanish if the AI narrative shifts.

For anyone tracking macro trends or positioning in risk assets, this asymmetry matters. The resilience everyone's celebrating might be thinner than the data suggests.

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OldLeekConfession

· 12-11 07:41

Damn, 63% of it is just AI burning money to pile up. We should probably consider this data at 80% of its value.

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SmartContractRebel

· 12-09 17:29

3.8% looks impressive, but in reality, it's just this AI wave propping it up—the rest are all paper tigers.

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DAOplomacy

· 12-08 18:52

ngl the 3.8% headline is doing a lot of heavy lifting here. strip the ai fluff and we're basically staring at a house of cards with a really nice paint job

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FlashLoanPrince

· 12-08 18:49

63% is just AI money being thrown in? Haha, this GDP is ridiculous. --- To put it bluntly, it's just an AI bubble holding things up; the real economy has already collapsed. --- Once the AI craze passes, just imagine how awkward these numbers will look. --- People were talking about this a couple of months ago, and now there's finally data to back it up. --- The fundamentals are shaky... No wonder institutions are all reducing their positions. --- This is hilarious—strip away the AI layer, and the remaining economy really can't withstand anything.

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ApyWhisperer

· 12-08 18:48

3.8% sounds pretty good, but if you look closer, AI accounts for two-thirds... These numbers are just being stacked like building blocks. To put it bluntly, it's all just empty.

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ForkTrooper

· 12-08 18:43

63% is all AI burning money... This data looks impressive, but it's actually just inflated.

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RooftopVIP

· 12-08 18:25

Two-thirds of it is supported by AI; these numbers are way too inflated... The real growth isn’t as strong as imagined.

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