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22 Minutes with 22V – Podcast Update: Growth Consensus Shifts Higher as AI’s Next Test Comes Into Focus

Published on October 8, 2026

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By

Dennis DeBusschere

Today we discuss the consensus on economic growth, why we still expect tighter financial conditions to slow consumption, and why $400–600B of AI ARR by the end of 2027 is becoming the key hurdle for sustaining the AI capex buildout. We also cover why investors should be careful assuming agentic AI will fully disrupt banks and consumer businesses, and why pharma and biotech valuations may already reflect much of the AI upside.

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