That’s the bet! last time we had that growth was for a few years during the dotcom, followed by a lost decade of growth in tech stocks

Doesn't have to go up. It's also fine if they replace other parts of the economy.

The quote is about a one-time increase in growth of 5 percentage points. Not multiple years or forever.

Or obviously it can be spread out, e.g. ~1% additional increase over 5 years.

China did it. It’s not inconceivable.