(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

Episoder(2301)

Wednesday, Apr. 11, 2018 - A Spotify/Hulu Bundle

Wednesday, Apr. 11, 2018 - A Spotify/Hulu Bundle

Zuckerberg’s back on the hot seat, Spotify and Hulu have a new bundle, changes might be coming to Gmail, we might have new Spectacles soon, and Uber adds a car rental option. Stories from: @KaleighRog...

11 Apr 201815min

Tuesday, Apr. 10, 2018 - Mr. Zuckerberg Goes to Washington

Tuesday, Apr. 10, 2018 - Mr. Zuckerberg Goes to Washington

Mr. Zuckerberg goes to Washington, taking the temperature of Facebook employees, a fake Black Lives Matter page, YouTube videos vandalized, an Instagram portrait mode, and a museum of lost sounds. Sto...

10 Apr 201817min

Monday, Apr. 9, 2018 - iPhone (PRODUCT)RED

Monday, Apr. 9, 2018 - iPhone (PRODUCT)RED

A new (PRODUCT)RED iPhone, Uber gets into bike sharing, Zuckerberg crams for Congress, an open source AR headset, and why phishing attacks work. Stories:Amazon spent nearly $23 billion on R&D last yea...

9 Apr 201814min

Friday, Apr. 6, 2018 - Facebook Labels Political Ads

Friday, Apr. 6, 2018 - Facebook Labels Political Ads

Facebook labels political ads, cryptocurrencies might run afoul of GDPR, SpaceX can’t post videos from space, bots help you beat parking tickets, the weekend longreads and what’s the story behind Fort...

6 Apr 201819min

Thursday, Apr. 5, 2018 - Zuckerberg's PR Offensive

Thursday, Apr. 5, 2018 - Zuckerberg's PR Offensive

Zuckerberg’s Q&A with reporters, possible social media regulations, Trump may hate Amazon but Uncle Sam seems to love ‘em, a dreaded 51% attack in crypto, and a new home for Moviefone. Stories:How the...

5 Apr 201819min

Wednesday, Apr. 4, 2018 - The YouTube Shooting Incident

Wednesday, Apr. 4, 2018 - The YouTube Shooting Incident

Everything we know about yesterday’s shooting incident at YouTube, rumors of iphones with curved glass, Zuckerberg’s going to testify to congress, Apple poaches Google’s AI chief, and a smart piece ab...

4 Apr 201819min

Tuesday, Apr. 3, 2018 - Spotify's Stock Debut

Tuesday, Apr. 3, 2018 - Spotify's Stock Debut

Spotify debuts on the stock market, but it needs to depend less on record labels, Trump seems serious about Amazon, your favorite messaging app is changing, Panera has a data leak and Swedes turn agai...

3 Apr 201818min

Monday, April 2, 2018 - Apple to Drop Intel?

Monday, April 2, 2018 - Apple to Drop Intel?

Is Apple replacing Intel’s chips? Is Grindr leaking users’ HIV status? Cloudflare wants to protect your browsing privacy, Zuckerberg gives a longer interview, Macron talks AI, a profile of Amazon’s he...

2 Apr 201818min

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