Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
The AI-driven data center boom is fueling a historic surge in capex, blending real estate, technology, and loose credit into what Paul Kedrosky calls a 'metabubble' — a rare financial phenomenon combining all the classic ingredients of past bubbles. While this spending has acted as a mass
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Paul Kedrosky
conversational on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Odd Lots
Jerry Neumann on the Problem With Investing in AI Right Now
Anjney Midha's Plan to Radically Lower the Price of Compute
This Is What It Takes to Get a Data Center Financed
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
How CoreWeave Sees the Market for Compute Right Now
Related episodes
From other shows on similar topics.
Why AI Has No ROI with Paul Kedrosky
Better Offline
Is There an A.I. Bubble? And What if It Pops?
The Daily
Data Centers: Can't Live With Em, Can't Live Without Em
Stuff You Should Know
A Field Guide to AI Market Freakouts
The AI Daily Brief: Artificial Intelligence News and Analysis
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In with Chamath, Jason, Sacks & Friedberg
The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed Zitron
The Diary Of A CEO with Steven Bartlett
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.