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Harris Kupperman

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• Praetorian Capital’s Harris Kupperman Puts AI Break-Even at 10% of GDP on 2030 Capital

  His Q3 2026 letter estimated a few percent of U.S. GDP in annual revenue may be needed to break even on capital already invested, rising to 10% for capital analysts expect to be invested by 2030.

  Oct 23, 2026, 8:24 AM EDT · People