We can't beat the deficit with spending cuts or taxes, so we need substantial GDP growth to make a difference.
I think AI is a bust for GDP growth -- you're not going to generate a trillion dollars in revenue from any AI product when China is giving it away for free. Even if you restrict chinese AI in the US, your market is capped.
The administration hates renewable energy, so while that seems like one of the biggest, fastest growing global markets, we're either going to be left behind or priced out completely.
Semiconductors look good, but again, if they pull the investment it's going to set us back substantially.
Boeing is a bust.
US auto makers are falling behind to China.
We're way out front on mRNA tech -- cancer vaccines could easily be in the trillions of dollars in value -- but already US states are trying to outlaw them.
Apple has completely lost their vision, and it's not clear what the market is missing in mobile computing or wearables. They do have some promising AI chips that could get them ahead for on-device AI tools, but that won't amount to GDP growth as much as preventing loss or re-allocating from another mobile device company (even if more people buy iphones, it doesn't mean more people are buying phones overall).
So what is it? What's the plan? What will the US lead on to grow the GDP?