Oracle isn't a tech company, really, and why Q3 GDP numbers already make no sense
Three things I've been thinking about: 1. S&P on data centers 2. Howard Marks on AI and jobs 3. JPM on vibe hacking (clients only) 1.
Guesting with Paul Krugman and talking AI, the parallels to prior capex periods in history, and more
December 07, 2025 Edition 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
AI vs aging populations, and tech's debt regime change, and the two Mikes
Utilities getting burned on the AI speculation game
On Taiwan's increasingly fraught role in AI-related geopolitics
Gemini 3 is a tremendous achievement, but it doesn't prove that scaling still works. It proves the opposite.
