Paul Kedrosky (Page 21)

Stranded Assets and the AI-Driven Gas Turbine Renaissance

AI-driven turbine demand is locking in decades of thermal capacity, reshaping global decarbonization paths and amplifying long-cycle energy risks

Nov 21, 2025 2 min read paid

Kedrosky Daily: Crypto Fear Hits Extreme as Market Drops 30 Percent

Nov 21, 2025 2 min read paid

Kedrosky Daily: Bitcoin mining near break-even, MicroStrategy shares drop sharply

Nov 20, 2025 1 min read paid

Kedrosky Daily: Oracle’s backlog 58% OpenAI, big firms add 151K jobs small firms lose 88K

Nov 19, 2025 2 min read paid

Kedrosky Daily: ChatGPT users 55+ hit 28 percent in Q3 2025, leads US AI usage

Nov 18, 2025 1 min read paid

Media: Recent Bloomberg Odd Lots Appearance

I meant to mention this sooner, but my schedule has been a bit nuts. Last week I recorded an enjoyable appearance on Tracy and Joe's "Odd Lots&

Nov 17, 2025 1 min read

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

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