Kedrosky Daily: Employer health costs up 5x, electricity demand doubles by 2035
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Paul Kedrosky
Page 22 of 54
Meta: Purging of Dissidents vs Open Rebellion
Part purging of LLM dissidents, part philosophical break
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Kedrosky Daily: AI data center funding gap 27 percent construction spending surges
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Kedrosky Daily: China births drop 70% since 1963, AI firms hit $100B fast
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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
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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
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Kedrosky Daily: Labor growth plummets 80 percent, VFX jobs drop 33 percent
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Kedrosky Daily: Grok lags in AI adoption, AI data center borrowing hits $126B
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Kedrosky Daily: Grok lags behind ChatGPT Gemini AI tech borrowing hits $126B in 2025
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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
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Kedrosky Daily: US weekend box office hits multi-decade low, bond maturities rise
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Kedrosky Daily: US Box Office Hits Multi-Decade Low, Convertible Bond Maturities Rise
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