Mish-Nearly the Entire Fourth Quarter GDP was AI Related

So what? Well if true; my assessment-this could mean the US economy is entering stagnation or recession.

Are you disqualifying AI infrastructure and ecosystem contributions or implying that AI related GDP is going to fall off of a cliff(already has?)?

Manufacturing has been in a slump since '23 with a lone bright spot being BEVs and heavy trucks.

That AI ecosystem related GDP contribution is significant and is growing - significantly.