Paul Kedrosky

Four Ideas (AI edition): DeepSeek's Unintended Innovations Transform AI Markets

Four Ideas (Macro edition): Global AI investment trends, energy shifts

Four Ideas, Sunday Edition:

FEBRUARY 09, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you&

Four Ideas (Energy edition): Energy Storage, Renewable Setbacks, AI-Driven Nuclear, Energy Grid Resilience

Four Ideas (Life sciences edition): Medical AI Expansion, Health Tech Investment Growth

Four Ideas (AI edition): China's AI Leap, AI-Driven Energy Demand, AI Legal Implications, Generative AI Acquisitions

Four Ideas (Macro edition): Evolving Supply Chains and Market Responses

Four Ideas, Sunday Edition:

FEBRUARY 02, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you&