原推:Combine an expectation for $210 trillion in 2030 global economic product
with global equity to GDP returning to the post-1985 average
(and assume that dividends roughly offset net new issuance)
Suggests real returns to equity compounding annually at >10% through 2030 https://t.co/7g3Li4PNED
2030 GDP
Consensus: $130 trillion
Hyper-exponential forecast: $170 trillion
Seems a lot
But
Our economic expectations for just robotaxi and AI-driven knowledge work software suggest $210 trillion twitter.com/wintonark/stat… https://t.co/HvGMjP01ub