Newsletter FIT
Dashboard Search Watchlist Alerts Billing
SEARCH // ⌘K
Sign in Get started

Billing Watchlist

Article // Intelligence

Navigating Uncertainty · Aug 22, 2026 · Vikram Mansharamani

The Two Bucket Economy

The US economy looks fine...until you look beneath the surface.

Open original article View publication

What's interesting

  • Mentions Google
  • Mentions Columbia Business School
  • Mentions BCA Research
  • Discusses Data Centers
  • Discusses AI
  • Discusses AI infrastructure investment
  • Mentions Vikram Mansharamani

Engagement

Likes: 12

Comments: 0

Restacks: 1

Entities

Topics

Data Centers AI AI infrastructure investment U.S. economic growth Consumer credit and debt Labor market trends Frozen pizza demand Restaurant industry outlook GDP composition Recession risk

People

Vikram Mansharamani Peter Berezin Stijn Van Nieuwerburgh Jason Furman

Companies

Google Columbia Business School BCA Research UBS National Restaurant Association Goodwell Foods NVIDIA META Amazon Microsoft

Sponsorship

No sponsorship detected

Related articles

🍻 Tretas da bolha tech da semana

@manodeyvin · Google

The AI Trade is a Psyop

Notes from the Circus · Google

The Tribute

Notes from the Circus · Google

When Biden Dies

Political Currents by Ross Barkan · Google

Meta Settled a Massive Lawsuit Around Harming Kids. Then It Threw Itself a Parade.

Techish · Google

Your creator is on competitors radar

The Playbook · Google

AI Doesn’t account for past wins

The Playbook · Google

The flat quarter that isn’t flat

The Playbook · Google

SEARCH // ESC

Type to search