Paul Kedrosky

In this discussion, Paul Kedrosky, an investor and venture partner, explores the staggering $300-$400 billion AI infrastructure spending by American tech firms. He warns of a potential AI bubble, highlighting economic risks, from capital outflow in manufacturing to energy demands driving inflation. Kedrosky explains the complexities of financing data centers and the vulnerabilities they pose across various sectors. With intriguing insights into the political implications and real-world opportunities for AI, he underscores the urgency of addressing these looming risks.

Joining the conversation is Paul Kedrosky, a seed stage investor known for his infectious insights into economics and tech. He delves into the explosive growth of AI capital expenditures and their surprising role in boosting GDP, revealing how major tech giants influence economic performance. Kedrosky discusses the complexities of data center investments and the potential pitfalls of rapid AI spending. He cautions against over-optimism in the tech sector while emphasizing AI's critical applications in fields like medicine, offering a thought-provoking look at the future of technology.

Paul Kedrosky, a venture investor and frequently injured athlete, discusses knee pain with Howard Luks. They cover common knee injuries, why surgery is often unnecessary, and dealing with arthritis in the knee. The podcast explores symptoms, misdiagnoses, and the importance of accurate diagnosis for knee issues.

Paul Kedrosky, injured athlete & venture investor, and Howard Luks, sports orthopedic surgeon, discuss Zone 2 training, rest days, recovery, and home exercises. They highlight the benefits of low intensity training, consistency, and glucose regulation in Type One Diabetics during exercise.

Paul Kedrosky, a venture investor and frequently injured athlete, and Howard Luks, a top sports orthopedic surgeon, discuss if running causes arthritis, biomechanical models of the knee, and repairing knee injuries. They explore how professional athletes can provide insights and misconceptions about knee pain, osteoarthritis, and the factors influencing knee health.