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The Latest Breaking News from Paul Kedrosky

Everyone agrees that you hate AI, but only Mark Cuban sees why Silicon Valley is powerless to fix it

"The big LLMs have lost the PR battle," Cuban said. "Why? Because they all suck at putting people first."

Fortune

War, inflation and Trump’s tariffs have shaken the US. Why does the stock market keep going up?

Wall Street has proved incredibly resilient to instability, and while consumer confidence has dipped, shares have soared

The Guardian - US

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

Axios

From analysis to the latest developments in health,
read the most diverse news in one place.

OpenAI isn't too big to fail. It's bigger.

OpenAI's central place in the AI economy is enough to make people nervous.

Axios

US hyperscalers set to spend nearly $1.2 trillion in just three years, research shows - but I dread to imagine what will happen once the global data market cools down

US cloud giants projected to spend $1.15 trillion on data centers by 2027, but analysts warn of risks if global demand slows sharply.

TechRadar

Spending on AI data centers is so massive that it’s taken a bigger chunk of GDP growth than shopping—and it could crash the American economy

As Rusty Foster, author of the widely read media blog Today in Tabs, puts it: “Our economy might just be three AI data centers in a trench coat.”

Fortune

Why current-generation AI is 'mostly crap,' but still came along at the ‘perfect time’ to save the flatlining economy, according to a boutique VC firm

SK Ventures’ Paul Kedrosky and Eric Norlin think the “first wave” of A.I. began in 2017 and is ending now. They have a big prediction for what’s next.

Fortune

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No Parallels Between Netflix And Tesla, Says Ark Analyst

Tesla Inc (NASDAQ: TSLA) and Netflix Inc (NASDAQ: NFLX) may have first-mover benefits in their categories but that’s where the similarities end for the companies, Ark Invest

People

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