Paul Kedrosky (Page 11)

Page 11 of 53

Rough Notes, Feb 22, 2026: Agents, Clawdbot Collapse, Microsoft as Exxon, etc.

Rough Notes, Feb 22, 2026: Agents, Clawdbot Collapse, Microsoft as Exxon, etc.

A digest of recent Rough Notes from the site

Feb 22, 2026 4 min read paid

Rough Notes, Feb 21, 2026: China AI Tea, Cybercrime, Cat Bonds, etc.

Rough Notes, Feb 21, 2026: China AI Tea, Cybercrime, Cat Bonds, etc.

A digest of recent Rough Notes from the site

Feb 21, 2026 3 min read paid

Rough Notes, Feb 20, 2026: AI Capex in Q4 GDP, Anthropic Revenues, Agentic Domains, etc.

Rough Notes, Feb 20, 2026: AI Capex in Q4 GDP, Anthropic Revenues, Agentic Domains, etc.

A digest of recent Rough Notes

Feb 20, 2026 3 min read paid

Rough Notes, Feb 17, 2026: Japan, Warner, Electricity Prices, Data Centers, etc.

Rough Notes, Feb 17, 2026: Japan, Warner, Electricity Prices, Data Centers, etc.

A digest of recent Rough Notes

Feb 17, 2026 3 min read paid

Rough Notes, Feb 16, 2026: China, Amodei, Unrest, etc.

Rough Notes, Feb 16, 2026: China, Amodei, Unrest, etc.

A digest of recent Rough Notes

Feb 16, 2026 3 min read paid

OpenAI Memo on Chinese Distillation of AI Models

OpenAI Memo on Chinese Distillation of AI Models

Feb 12, 2026 1 min read paid

Rough Notes: Feb 12, 2026

Rough Notes: Feb 12, 2026

A digest of recent Rough Notes

Feb 12, 2026 4 min read paid

Exponentials and AI: Debt, Fragilities, and an R&D Cascade

New research argues that at current rates of progress there will be more than 99% automation of AI research and development by 2032

Feb 12, 2026 2 min read paid

Rough Notes: Feb 12, 2026

Rough Notes: Feb 12, 2026

A digest of recent Rough Notes

Feb 12, 2026 4 min read paid

Rough Notes, Feb 10, 2026: PIK, AI Debt, Regime Changes, etc.

Rough Notes, Feb 10, 2026: PIK, AI Debt, Regime Changes, etc.

A digest of recent Rough Notes

Feb 10, 2026 4 min read paid

Rough Notes II, Feb 9, 2026: AlphaDebt, Decoupled Electricity, H100 Rentals, etc.

Feb 9, 2026 2 min read paid

Rough Notes, Feb 9, 2026: Meta's Avocado, Confused Progress Arguments, AI and the Brain, etc.

Rough Notes, Feb 9, 2026: Meta's Avocado, Confused Progress Arguments, AI and the Brain, etc.

A digest of recent Rough Notes from the site

Feb 9, 2026 4 min read paid