Investor pushes back on rate doom: AI, robotics, quantum waves are just starting
McDonaghMatthew · x · 2026-09-26
Matthew McDonagh rebuts the "10-year rate spells doom" narrative, noting rates have historically been higher.
- He lists concurrent tech waves: AI, robotics, photonics, microfluidics, optoelectronics, quantum computing, HBM, space-based solar power, and AI-powered space data centers
- His takeaway: the productivity boom is just beginning — don't get doomed out now
Related event: Debate: Is the AI Capex Boom Driving Up US Treasury Yields?(4 posts)→
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