Paul Kedrosky (Page 20)

Updates: GenAI Adoption Shifts, Chinese Models, etc.

S-curve adoption stalls, benchmarks churn, and cheap Chinese/open models surge as capital-intensive moats erode across the AI stack.

Nov 17, 2025 3 min read Plus and Professional tiers

Kedrosky Daily: Google leads AI model race 84 percent tech IP growth outpaces others

Nov 17, 2025 2 min read paid

Kedrosky Daily — Sunday Edition: Asia’s emissions surpass West, youth disconnection rises US UK

November 16, 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

Nov 16, 2025 2 min read

On AI CapEx Apologists

We can learn something from people arm-waving away talk of an AI capex bubble

Nov 14, 2025 3 min read Plus and Professional tiers

Kedrosky Daily: Retail share in SPX 0DTE options tops 50 US equity risk peaks

Nov 14, 2025 2 min read paid

Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles

Nov 13, 2025 1 min read paid

The Great Credit Convergence

How public and private credit are now one market

Nov 12, 2025 1 min read

Global Data Center Investment Passes Oil Investment

Nov 12, 2025 2 min read Plus and Professional tiers

Kedrosky Daily: Employer health costs up 5x, electricity demand doubles by 2035

Nov 12, 2025 2 min read paid

Meta: Purging of Dissidents vs Open Rebellion

Part purging of LLM dissidents, part philosophical break

Nov 11, 2025 1 min read

Kedrosky Daily: AI data center funding gap 27 percent construction spending surges

Nov 11, 2025 1 min read paid

Kedrosky Daily: China births drop 70% since 1963, AI firms hit $100B fast

Nov 10, 2025 1 min read paid

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