Paul Kedrosky (Page 12)

Page 12 of 54

Rough Notes, Mar 5, 2026: AI and Productivity, Bombing Data Centers, Revenue Rakes, etc.

A digest of recent Rough Notes

Mar 5, 2026 3 min read paid

Rough Notes, Mar 3, 2026: Tokens, Alchemists, Hateful Eight, etc.

A digest of recent Rough Notes

Mar 3, 2026 3 min read paid

Commoditization, Orchestration, and the New AI Stack

Commoditization, Orchestration, and the New AI Stack

AI value is moving up the stack, stranding capital

Mar 3, 2026 7 min read paid

Rough Notes, Feb 24, 2026: Tail Risks, Capex, Backlog Issues, Nvidia earnings, etc.

Rough Notes, Feb 24, 2026: Tail Risks, Capex, Backlog Issues, Nvidia earnings, etc.

A digest of recent Rough Notes

Feb 24, 2026 3 min read paid

Rough Notes II, Feb 23, 2026: Jobs, Energy, SaaS, etc.

Rough Notes II, Feb 23, 2026: Jobs, Energy, SaaS, etc.

A digest of recent Rough Notes

Feb 23, 2026 3 min read paid

Rough Notes; Feb 23, 2026: Hateful Eight AI, Capex, AI Unemployment, etc.

Rough Notes; Feb 23, 2026: Hateful Eight AI, Capex, AI Unemployment, etc.

A digest of recent Rough Notes

Feb 23, 2026 3 min read paid

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