Newsletters

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The Kanye/Data Center Crossover

The Kanye/Data Center Crossover

A roundup of my recent interviews and public comments on AI capex, plus a Kanye West comparison

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

Honey, AI Capex Keeps Eating ... Everything

Honey, AI Capex Keeps Eating ... Everything

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

Tariffs are Dumb Enough to (Almost) Work

Tariffs are Dumb Enough to (Almost) Work

U.S. tariffs verge on being a badly designed value-added tax, which isn't a terrible idea, just a fairly bad one—which may lead somewhere good

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

Honey, AI Capex is Eating the Economy

Honey, AI Capex is Eating the Economy

AI capex is so big that it's affecting economic statistics, boosting the economy, and beginning to approach the railroad boom

Jul 18, 2025 5 min read Paul Kedrosky and Plus tiers

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

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

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

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

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

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