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.

In this discussion, Paul Kedrosky, a venture investor and tech cycle analyst, dives into the current AI landscape, likening it to a 'meta bubble' that combines elements from past bubbles like real estate and tech. He argues that the significant spending on AI, including massive data center investments, is unsustainable. Kedrosky explains intricate financial mechanisms like SPVs and highlights risks associated with GPU assets and securitization. With contrasting insights on US and China’s strategies, he prompts a reevaluation of AI's future profitability and potential macroeconomic impacts.

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.