Can the US sustain its competitive edge?

Can the US sustain its competitive edge?

From The McKinsey Podcast by McKinsey & Company

April 9, 2026 · 24 min

About this episode

The episode discusses the challenges and opportunities facing the US economy and its competitive edge in the AI era.

The US has had a phenomenal run of success: at 250 years old, it’s home to the world’s most competitive economy, accounting for more than a quarter of global GDP and more than half of the world’s top 100 companies. But America also confronts a raft of new challenges—mounting national debt, eroding infrastructure, slipping test scores, persistent income disparity, and more—that could threaten its historical momentum. “I don’t bet against the US,” says McKinsey’s North America Chair Eric Kutcher . “If you believe in entrepreneurial spirit as core to who we are, then you have to believe this success will continue. But it’s not a foregone conclusion. There’s a lot that must happen to enable it.” In this episode of  The McKinsey Podcast , Kutcher and Senior Partner Olivia White speak with Global Editorial Director Lucia Rahilly about new McKinsey Global Institute research on what drives the US’s competitive edge—and what leaders need to do to maintain that edge in the AI era. Theme music composed, performed, and produced by Joy Ngiaw. See www.mckinsey.com/privacy-policy for privacy information

People in this episode

Host: Lucia Rahilly

Guests: Eric Kutcher, Olivia White

Topics covered

  • US economy
  • competitive edge
  • challenges
  • entrepreneurial spirit
  • AI era

Keywords

  • US economy
  • competitive edge
  • national debt
  • income disparity
  • AI

Mentioned in this episode

Organizations: McKinsey & Company

Places: US

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