Sizemore Investment Letter

Sizemore Investment Letter

Yes, AI is a Growth Miracle. No, it Won’t Solve the Debt Crisis

Charles Sizemore's avatar
Charles Sizemore
Sep 24, 2026
∙ Paid

The AI productivity boom is real. I use AI virtually every day to help me research and perform basic tasks.

And I know we’re just at the tip of the iceberg. We have yet to see the benefits of self-driving cars, AI agents or robotic assistants at anything resembling scale. That’s still coming… and coming quickly.

But will it lead to meaningful and sustain…

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