The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
AI-driven capital expenditures (AI CapEx) are distorting global economic systems in unprecedented ways, influencing sovereign debt markets, inflation metrics, global trade flows, and even geopolitical decisions. Economist Paul Kedrosky argues that the scale of AI investment—now approaching
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 Better Offline
Mentions
Books, people, and resources mentioned in this episode.
People
Books
Companies
Topics
Listen to This Episode
More from Better Offline
Why AI Has No ROI with Paul Kedrosky
The AI Demand Bubble with Ed Elson
Monologue: Anthropic's $413bn Burden
The Enshittifinancial Crisis: Part Two
Monologue: OpenAI Could Kill SoftBank and Oracle
The Enshittifinancial Crisis: Part Three
Related episodes
From other shows on similar topics.
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Odd Lots
684. He Helped Clean Up the Last Crash. Does He See Another One Coming?
Freakonomics Radio
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
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
What a $30B Hedge Fund Implosion Really Means for AI
The AI Daily Brief: Artificial Intelligence News and Analysis
Is There an A.I. Bubble? And What if It Pops?
The Daily
Get summaries like this every morning.
Free AI-powered recaps of Better Offline and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.