(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon. 00:00 The Impact of AI Capital Expenditure on the Economy 09:34 The Dynamics of Data Center Investments 19:39 Debt Financing and Its Implications 30:09 Potential Risks and Future Outlook for AI Investments Articles mentioned on this episode: Paul Kedrosky: Honey AI Capex Ate The Economy Chris Mims in the WSJ Noah Smith Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2316)

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Huhti 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Huhti 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Huhti 22min

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Huhti 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Huhti 20min

Space Race Acquisition

Space Race Acquisition

Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI ac...

14 Huhti 20min

Sam Altman Attacked

Sam Altman Attacked

Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon ...

13 Huhti 19min

Taking The Threat Seriously

Taking The Threat Seriously

The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires ...

10 Huhti 22min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
ootsa-kuullut-tasta-2
politiikan-puskaradio
rss-ootsa-kuullut-tasta
tervo-halme
rss-pinnalla
rss-podme-livebox
otetaan-yhdet
aihe
rss-asiastudio
the-ulkopolitist
rss-ulkopoditiikkaa
et-sa-noin-voi-sanoo-esittaa
rss-raha-talous-ja-politiikka
radio-antro
lotta-paakkunainen
rss-kaikki-uusiksi
rss-merja-mahkan-rahat
rss-girls-finish-f1rst