Quick Hits: OpenAI's Mammoth AMD Deal
The massive chip deal between the two and its implications
1 min read
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Paul Kedrosky
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Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences
2 min read
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Four Ideas, Sunday Edition:
OCTOBER 05, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
2 min read
LLMs, Shifting Baselines, and .400 Hitters
AI lifts baseline performance in the same way better training ended .400 hitters in baseball
6 min read
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Quick Hits: 85% Margins for Data Centers? Yes, Please
Powered data center shells only earn 85% margins in dreams
3 min read
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Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook
2 min read
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Quick Hit: Blackstone on Data Center Bubbles
On Blackstone, a major data center financier, saying things are fine
2 min read
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Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems
2 min read
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Rougher Notes, Sep 30, 2025
Notes and links for context on upcoming pieces
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Four Ideas (AI edition): AI-Driven Investment Shifts
2 min read
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Data Centers: More Money, Fewer Buyers
Thinking through the financial drivers of the current data center buildout
3 min read
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Four Ideas (Macro edition): Geoeconomic Strategies and Industrial Policy Shifts
2 min read
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