Kedrosky Daily: Bitcoin mining near break-even, MicroStrategy shares drop sharply
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Paul Kedrosky
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Kedrosky Daily: Oracle’s backlog 58% OpenAI, big firms add 151K jobs small firms lose 88K
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Kedrosky Daily: ChatGPT users 55+ hit 28 percent in Q3 2025, leads US AI usage
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Media: Recent Bloomberg Odd Lots Appearance
I meant to mention this sooner, but my schedule has been a bit nuts. Last week I recorded an enjoyable appearance on Tracy and Joe's "Odd Lots&
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Updates: GenAI Adoption Shifts, Chinese Models, etc.
S-curve adoption stalls, benchmarks churn, and cheap Chinese/open models surge as capital-intensive moats erode across the AI stack.
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Kedrosky Daily: Google leads AI model race 84 percent tech IP growth outpaces others
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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
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On AI CapEx Apologists
We can learn something from people arm-waving away talk of an AI capex bubble
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Kedrosky Daily: Retail share in SPX 0DTE options tops 50 US equity risk peaks
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Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles
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The Great Credit Convergence
How public and private credit are now one market
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Global Data Center Investment Passes Oil Investment
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