Four Ideas: macro divergence, China stocks, private equity, transportation trends
2 min read
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Four Ideas: AI in Business, US-China Relations, Finance Trends, Venture Capital
2 min read
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Four Ideas: Technology, Healthcare, Geopolitics, Energy
2 min read
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How AI & Robots are Smashing Economics, and Why It Matters
The relationship between inflation and unemployment is falling apart. Robots may be to blame.
7 min read
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Four Ideas: market trends, AI, M&A, emerging markets
2 min read
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Four Ideas: Abusive Research, AI Recruitment, Supply Chain Security, Qualcomm-Intel Dynamics
2 min read
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What If AI Tokens Are Too Cheap to Meter?
Token prices have collapsed. What does it mean?
5 min read
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Four Ideas (Free Preview): AI, Healthcare, CEO Age, etc.
A free preview of the latest Four Ideas daily email
2 min read
New paulkedrosky Service: Four Ideas
Introducing Four Ideas, a new way to engineer ideas
3 min read
Kamala Harris, Prediction Markets, and the Limits to Arbitrage
Prediction markets are having a moment, especially in politics. Should we trust them?
11 min read
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As If, AGI
If enough people act is if LLMs are intelligent, then they are
2 min read
California's Reversing Atmospheric Rivers
In winter California is highly dependent on a few atmospheric river events. In summer these rivers reverse, and the reversing rivers are getting larger.
11 min read