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Data Centers: More Money, Fewer Buyers

Sep 29, 2025 3 min read Plus tier Featured

Quick Update: Appearances, Financial Flywheels, etc.

Sep 25, 2025 1 min read

Weekend ... Thinking !

Sep 12, 2025 1 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers

ChatGPT as the Original AI Error

Sep 12, 2025 5 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers Featured

Data Centers Make the Beige Book, Plus Power Problems

Sep 4, 2025 3 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers Featured

The Kanye/Data Center Crossover

Aug 8, 2025 9 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers

Honey, AI Capex Keeps Eating ... Everything

Jul 31, 2025 6 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers

Tariffs are Dumb Enough to (Almost) Work

Jul 29, 2025 7 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers

Honey, AI Capex is Eating the Economy

Jul 18, 2025 5 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers Featured

On Curve Steepeners, Subway Surfers, and the Polycrisis of Confidence

Jul 16, 2025 6 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers

Regime Changes: Tour de France vs the U.S. Deficit

Jul 8, 2025 10 min read Paul Kedrosky, Premium, Plus, Silver and Enterprise tiers