A moonshot to avoid a $39 trillion national debt crisis will rely on AI productivity going even better than bulls are hoping for, says JPMorgan

Good morning. On Fortune’s radar today:

• What SpaceX’s S-1 tells us about the AI funding funnel
• The best case for debt is still pretty bad, says JPMorgan economist
• The Fed’s path to 2% has got some way to go
• Yet another gender gap is emerging in AI usage

This story was originally featured on Fortune.com