Paul Kedrosky

Four Things: OpenAI's Backstop, CoreWeave CDS, Oregon, and Humanity's TAM

Four notes on how stress is finally showing up in the data center credit complex: 1. The OpenAI Debt Backstop 2. The Oregon PUC Power Debacle 3. CoreWeave CDS Blowout

Nov 7, 2025 5 min read paid

Kedrosky Daily: Labor growth plummets 80 percent, VFX jobs drop 33 percent

Nov 7, 2025 2 min read paid

Kedrosky Daily: Grok lags in AI adoption, AI data center borrowing hits $126B

Nov 6, 2025 2 min read paid

Kedrosky Daily: Grok lags behind ChatGPT Gemini AI tech borrowing hits $126B in 2025

Nov 5, 2025 1 min read paid

Updates: Bragawatts, Nvidia Theater, Me Stuff, etc.

Michael Burry’s Nvidia bets, KKR’s “bragawatts,” and the fallacy of scale-by-association driving AI exuberance

Nov 4, 2025 3 min read paid

Kedrosky Daily: US weekend box office hits multi-decade low, bond maturities rise

Nov 4, 2025 1 min read paid

Kedrosky Daily: US Box Office Hits Multi-Decade Low, Convertible Bond Maturities Rise

Nov 3, 2025 1 min read paid

Kedrosky Daily — Sunday Edition: Oman jumps from unlisted in 2015 to 4th in 2025, highlighting significant imp…

November 02, 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

Nov 2, 2025 2 min read

Kedrosky Daily (Commodities edition): Healthcare and service roles exhibit minimal core AI development compared to …

Oct 30, 2025 3 min read paid

Kedrosky Daily (Commodities edition): AI recruiting tools dominate healthcare sectors like dental and nursing, high…

Oct 30, 2025 2 min read paid

Four Ideas (Life sciences edition): AI Integration in Healthcare Tech and Diagnostics

Oct 29, 2025 2 min read paid

Four Ideas (AI edition): AI Transformations and Market Realignments

Oct 28, 2025 2 min read paid

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