(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)

Friday, Mar. 30, 2018 - The Facebook Memo Controversy

Friday, Mar. 30, 2018 - The Facebook Memo Controversy

An internal Facebook memo causes controversy, Under Armour was hacked, SpaceX gets FCC approval for satellite internet, utility companies dream of electric sheep cars, and the weekend long read sugges...

30 Mar 201816min

Thursday, Mar. 29, 2018 - The Big Microsoft Re-Org

Thursday, Mar. 29, 2018 - The Big Microsoft Re-Org

A big re-org at Microsoft, Facebook cuts out third party ad data, iOS 11.3 is out, Trump tweets his “concerns” about Amazon, Atlanta is digitally held hostage and Ripple donates to charity. Tweets fro...

29 Mar 201817min

Wednesday, Mar. 28, 2018 - Facebook Privacy Shortcuts

Wednesday, Mar. 28, 2018 - Facebook Privacy Shortcuts

Facebook introduces Privacy Shortcuts, Trump is “obsessed” with Amazon, Waze launches local ads, Shyp shuts down, video streaming will get faster and there’s more music now than ever!  Stories from: @...

28 Mar 201815min

Tuesday, Mar. 27, 2018 - Apple's New iPad

Tuesday, Mar. 27, 2018 - Apple's New iPad

Apple's new iPad, Arizona bans Uber test cars, Zuckerberg won't talk to Parliament but might talk to Congress, Foxconn buys Belkin, Apple goes to Hollywood, and will the streaming explosion revive pir...

27 Mar 201817min

Monday, Mar. 26, 2018 - The First Chrome OS Tablets

Monday, Mar. 26, 2018 - The First Chrome OS Tablets

The first Chrome OS tablet, Uber exits Southeast Asia, Tim Cook thinks Facebook should be regulated, The Fitbit Versa smartwatch, and a billion dollar ATM hacker gang is taken down. Stories from: @the...

26 Mar 201815min

Friday, Mar. 23, 2018 - The Dropbox IPO

Friday, Mar. 23, 2018 - The Dropbox IPO

Low-cost iPads are coming, Dropbox IPOs, touchscreen issues with Galaxy S9s, Craigslist pulls all personal ads, and the weekend long-read suggestions. Long-reads links:How IKEA's future-living lab cre...

23 Mar 201815min

Thursday, Mar. 22, 2018 - The Zuckerberg Interviews

Thursday, Mar. 22, 2018 - The Zuckerberg Interviews

Zuckerberg's interviews analyzed, Instagram updates the feed, IBM accused of age discrimination, early Oculus Go reviews and a wi-fi wine bottle bites the dust. Credits: Produced by @brianmcc and the ...

22 Mar 201815min

Wednesday, Mar. 21, 2018 - Zuckerberg Responds

Wednesday, Mar. 21, 2018 - Zuckerberg Responds

Zuckerberg speaks out about the Cambridge Analytica scandal, Siri will read your hidden messages, Travis Kalanick's new gig, Facebook Messenger's new features, YouTube's increased ad load, Google gobb...

21 Mar 201815min

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