Kedrosky Daily: Google leads AI model race 84 percent tech IP growth outpaces others
2 min read
paid
Paul Kedrosky
Page 20 of 53
Kedrosky Daily — Sunday Edition: Asia’s emissions surpass West, youth disconnection rises US UK
November 16, 2025 — General 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
2 min read
On AI CapEx Apologists
We can learn something from people arm-waving away talk of an AI capex bubble
3 min read
Plus and Professional tiers
Kedrosky Daily: Retail share in SPX 0DTE options tops 50 US equity risk peaks
2 min read
paid
Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles
1 min read
paid
The Great Credit Convergence
How public and private credit are now one market
1 min read
Global Data Center Investment Passes Oil Investment
2 min read
Plus and Professional tiers
Kedrosky Daily: Employer health costs up 5x, electricity demand doubles by 2035
2 min read
paid
Meta: Purging of Dissidents vs Open Rebellion
Part purging of LLM dissidents, part philosophical break
1 min read
Kedrosky Daily: AI data center funding gap 27 percent construction spending surges
1 min read
paid
Kedrosky Daily: China births drop 70% since 1963, AI firms hit $100B fast
1 min read
paid
Kedrosky Daily — Sunday Edition: NYC jobs shift to health care women 70+ marathon surge
November 09, 2025 — General 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
2 min read