(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(2320)

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

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 Mar 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 Mar 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 Mar 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 Mar 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 Mar 201816min

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