Paul Kedrosky
Investor and writer with experience in venture capital and the MIT Center for the Digital Economy; known for analysis on technology investment cycles and the economics of AI infrastructure.
Best podcasts with Paul Kedrosky
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54 snips
Jan 27, 2026 • 60min
Plain English BEST OF: This Is How the AI Bubble Could Burst
Paul Kedrosky, investor and writer known for VC work and tech-economics analysis. He explains why AI data-center CapEx could form a historic bubble. He breaks down GPU-driven costs, short asset lifespans, opaque SPV financing, and grid and private-credit risks. He flags warning signs and sketches how AI could still yield practical, revenue-generating uses.
14 snips
Jan 26, 2026 • 54min
Why OpenAI Won’t Survive an AI Crash
Paul Kedrosky, venture capitalist and tech-cycle analyst, predicts an imminent AI crash that reshapes infrastructure and markets. He explores parallels to past booms, why frontier model firms may lose while builders sometimes win, collapsing token economics, fragile data‑center finance, and long‑term hopes for cheap cognition. Short, sharp takes on who and what could survive the turmoil.
