(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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CES Day 2

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(BNS) The Story Of Toys R Us

(BNS) The Story Of Toys R Us

Feel free to check out Rad History if you enjoyed this. Learn more about your ad choices. Visit megaphone.fm/adchoices

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(BNS) Top Tech Stories Of 2025 With The Newsworthy

(BNS) Top Tech Stories Of 2025 With The Newsworthy

You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices

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New Tech Trade War

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Well, turns out my spidey sense was right cause there definitely seems to be a new tech trade war brewing between the US and Europe. Seems like ads are definitely coming to ChatGPT. How bitcoin miners...

24 Dec 202522min

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