AEP Wants to Dump 750 MW of Data Center Power. Why?
Utilities getting burned on the AI speculation game
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Paul Kedrosky
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Kedrosky Daily: US automakers lag in fuel economy China leads global EV sales 2024
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Taiwan as AI Geopolitics Hinge
On Taiwan's increasingly fraught role in AI-related geopolitics
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Does Gemini Show That Scaling Still Works? No.
Gemini 3 is a tremendous achievement, but it doesn't prove that scaling still works. It proves the opposite.
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Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value
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Private Credit Talks Back
Two recent pieces on Blue Owl and Apollo show how private credit is feeling the heat
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AI Capex in H1 2025 Prevented a Recession
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Kedrosky Daily: Western US snow low, humans dominate mammal biomass
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Kedrosky Daily: Low Western US Snow Cover, Humans Dominate Mammal Biomass
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Kedrosky Daily: Military Base Zips Lead Crypto Returns, ORCL CDS Doubles
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Kedrosky Daily — Sunday Edition: China’s trade surplus nears $965B Bitcoin mining breaks even
November 30, 2025 Edition This is a weekly free look of our premium Kedrosky Daily email. If you're not already a subscriber, sign up for a five-day
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Me Media Watch: My WSJ Picks for Books on Work, Historical Bubbles, etc.
A piece I wrote for the WSJ, plus some assorted bubble / AI capex commentary