Paul Kedrosky
Paul Kedrosky is a renowned economist and venture capitalist known for his insights on technology investments and market trends. He is particularly recognized for his analysis of the impact of artificial intelligence on economic growth and investment cycles, often drawing historical parallels to past technological booms. Recently, he has been in the news for discussing the significant increase in investments by major tech companies such as Microsoft, Google, Meta, and Amazon in AI infrastructure, predicting that these investments could substantially influence GDP growth.
Not in the pool (under ¢1).
Recent news mentions
Paul Kedrosky described the massive bond issuances as a sign of the magnitude of what is happening in the tech industry.
Las grandes tecnológicas están asumiendo más deuda que nunca para financiar la IA
Guatemala· 2026-01-26
Paul Kedrosky is referenced for his insights on the potential for a Minsky moment in the AI sector.
Howard Marks: Ist es eine Blase?
Switzerland· 2025-12-24
Paul Kedrosky is the managing partner at investment firm SK Ventures.
The big wrinkle in the multi-trillion-dollar AI buildout
United States· 2025-12-19
As investor Paul Kedrosky notes, funding is shifting from equity to bonds, special-purpose vehicles and leases, and private credit – all forms of borrowing that ultimately link back to banks and insurers.
The AI bubble’s shaky math
Guyana· 2025-11-19
Paul Kedrosky states that the AI arms race has already surpassed the investment cycle in the internet and telecommunications from the year 2000.
Microsoft, Google, Meta in Amazon gredo na vse ali nič
Slovenia· 2025-08-17