(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

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Tuesday, Mar. 20, 2018 - Google Wants to Save Journalism

Tuesday, Mar. 20, 2018 - Google Wants to Save Journalism

Google wants to support journalism, more on the Facebook/Cambridge Analytica saga, more on the self-driving car fatality, YouTube rolls out a “go live” feature, and scandal rocks the world of HQ Trivi...

20 Maalis 201816min

Monday, Mar. 19, 2018 - The Facebook Bombshell Fallout

Monday, Mar. 19, 2018 - The Facebook Bombshell Fallout

The fallout from the Facebook/Cambridge Analytica story summarized, Facebook launches a Patreon, a self-driving car kills a pedestrian and Apple might be making its own screens. Credits: Produced by @...

19 Maalis 201819min

Friday, Mar. 16, 2018 - Apple Takes a Field Trip

Friday, Mar. 16, 2018 - Apple Takes a Field Trip

Apple takes a field trip, a small town bans bitcoin, Rihanna doesn't accept Snapchat's apology, Adobe transforms itself, and Lyft tests subscriptions. Stories from, @DMOberhaus and @oliviasolon; tweet...

16 Maalis 201816min

Thursday, Mar. 15, 2018 - How Amazon Conquers

Thursday, Mar. 15, 2018 - How Amazon Conquers

Apple's troubles with Siri, Amazon's had an amazing last three years, but it didn't kill Toys "R" Us, Nest launches a video doorbell, Google answers with no search results, and Drake crashes Twitch. S...

15 Maalis 201818min

Wednesday, Mar. 14, 2018 - Theranos Charged with Fraud

Wednesday, Mar. 14, 2018 - Theranos Charged with Fraud

Theranos Charged with Fraud, Google bans crypto ads, YouTube fights conspiracy theories, a startup that wants to kill you, Google Maps for games, and Twitter comes after Snap. Credits: Produced by @br...

14 Maalis 201816min

Tuesday, Mar. 13, 2018 - Trump trumps Broadcom

Tuesday, Mar. 13, 2018 - Trump trumps Broadcom

Trump trumps Broadcom, Larry Page and flying taxis, alleged flaws in AMD chips, Spotify playlist payola, checking in with Lyft, ranking tech brands and WWDC dates are announced. Credits: Produced by @...

13 Maalis 201816min

Monday, Mar. 12, 2018 - Apple Buys Texture

Monday, Mar. 12, 2018 - Apple Buys Texture

Apple acquires Texture, details on the Dropbox IPO, drone deliveries might be coming soon, Twitter attacks tweetdecking, more on the Broadcom/Qualcomm story, and an interesting story out of the bitcoi...

12 Maalis 201815min

Fri. 03/09 - Obama to Netflix

Fri. 03/09 - Obama to Netflix

Waymo joins the self-driving truck party, Twitter wants you to go verify yourself, Snap wants to break even, Facebook streams Major League Baseball, some weekend long-reads, and why that Obama going t...

9 Maalis 201815min

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