Paul Kedrosky (pkedrosky) breaks down how AI spending has been behind up to 60 percent of US GDP growth for nearly two years. But the way data centers are getting financed uses the same securitization tricks that led to…
Paul Kedrosky AI bubble risks
Venture capitalist paul kedrosky warns that most people don't realize how much they're invested in ai stocks. he notes that some index funds are over 35% ai stocks, with one instance reaching 42%. kedrosky stated,…
paul kedrosky on ai stock exposure
Mit researcher paul kedrosky says when he questions ai spending, critics tell him he's not pricing it right, it's not a stock option, it's a bet on agi itself. if the payoff is infinite abundance, any price is rational.…
Paul Kedrosky AI spending trap
