The Curious Engineer

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Paul Kedrosky

paulkedrosky.com

Thinking in systems. Informed by the latest research, topics include: risk, complexity, finance, technology, AI, and economic history. Newsletters and more.

Society / politics / economyAI / MLTech news / industry

’23’24’25’26
Posts
654 from 14 Jun 2023 to 29 Oct 2026
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about daily (274 in the last year)
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personal blog
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2026 201

  1. Nine Charts on the AI Boom: Debt Records, China Bust, Anthropic Indifference, Oracle Magic, etc.
  2. Post-Noise Notes on the Anthropic S-1
  3. The Hackening Has Begun
  4. How Much Revenue Must AI Deliver?
  5. Chart of the Day: ETFs Have Reached Escape Velocity
  6. Roundup: Cheap Thought, Costly Consequences
  7. Ezra Klein Appearance: Is There an AI Bubble?
  8. Five Things from Goldman's New China AI Report
  9. Roundup: Capital, Confidence, and Contagion
  10. The Glacial Lake Outburst Problem in AI IPOs
  11. Roundup: Capex, Trade, Risk, Climate, Call Centers, Concentration, etc.
  12. Carrying Water for Frontier Model Companies
  13. Sunday Roundup: Biggest Risk Episode Ever, China's AI Inroads, NYC vs AI, Robots and Babies, Cars, etc.
  14. Recent Interviews Roundup
  15. Musing About Meta's Muse
  16. Deputy Likes Dots: Crowding and the AI IPO Traffic Jam
  17. Switching Costs, AI, and the Complexity Basket
  18. New Tool: Debt/Treasury Market Stress Sep 28, 2026 1 min read
  19. Four Charts: Tokens vs Revenue, GPUs, Canada, etc. Sep 27, 2026 2 min read paid
  20. This AI Moment: The House View, Q4 2026 Sep 25, 2026 3 min read paid
  21. Weekend Reading: From Short Selling, to CDS Widening, to Funny AI Hats Sep 25, 2026 5 min read paid
  22. On Jensen Huang's Whinge with Ezra Klein Sep 24, 2026 3 min read paid
  23. Meta's Muse and Moat-less AI Sep 21, 2026 1 min read paid
  24. Treasuries, Debt, and the Data Center Refi Cliff: Life at 5% Sep 15, 2026 2 min read paid
  25. The AI-cession Among Young People, and its Consequences Sep 15, 2026 1 min read paid
  26. AI IPOs and Frontier AI as a Prisoner's Dilemma Sep 14, 2026 2 min read paid
  27. AI Risks, p(doom) Calculator, and Frontier IPOs Sep 11, 2026 2 min read
  28. Circular AI Revenues, Customer Concentration, and Mega Account Executives Sep 11, 2026 2 min read paid
  29. Roundup: Insurance, Risk, Amdahl's Law and RSI, and more Sep 9, 2026 3 min read paid
  30. OpenAI Astra's Improvements, and Why You Probably Won't Notice Sep 4, 2026 1 min read paid
  31. Advisory & Briefings
  32. AI, Memory Prices, and the Engineering Response Sep 2, 2026 2 min read paid
  33. The AI Re-Acceleration That Wasn’t Sep 2, 2026 2 min read paid
  34. Jobless Profits Aren’t a Mystery, But They Are an Augury Sep 1, 2026 2 min read paid
  35. Roundup: New Interview, LLM Flip-Flopping, Cyberattacks, Jobs, etc. Sep 1, 2026 3 min read paid
  36. Why Software Developers Are Highly Unrepresentative of Broader AI Use Aug 31, 2026 1 min read paid
  37. The Fed on AI: Markets Understand Us, But We Don’t Understand Them Aug 31, 2026 2 min read paid Featured
  38. Three Things I'm Thinking About This Weekend: Tonedeaf AI, METR, and Hydroelectricity Aug 29, 2026 2 min read
  39. Recent Interviews Roundup Aug 28, 2026
  40. Memory Scarcity Is Creating Its Own Exit, Part II: CXMT, YMTC, etc. Aug 28, 2026 2 min read paid
  41. China's Semiconductor Capex Adds are Massive Aug 28, 2026 1 min read paid
  42. Data Centers are Making the U.S. Grid Run Backwards Aug 26, 2026 3 min read paid
  43. The Data Center Buildout Just Hit an Inflection Aug 26, 2026 2 min read paid
  44. The Memory Boom Is Already Creating Its Own Bust Aug 25, 2026 1 min read paid
  45. Six Things: Hedge Fund Crowding, Insurance, Anomie, Iran, and Hyperdeflation Aug 21, 2026 3 min read paid
  46. Where AI Debt Is Going, and Why It Matters, Insurance Edition Aug 20, 2026 3 min read paid
  47. Yuval Noah Harari On AI, Capital Markets, and Risks Aug 20, 2026 2 min read paid
  48. "Vibe Chipping", Vanishing Moats, & Future Semiconductors Aug 18, 2026 3 min read paid
  49. Monday Signal: The Memory Supercycle and How It Ends Aug 17, 2026 2 min read paid
  50. Nvidia ♥️ SEC Securitization Rules Aug 17, 2026 2 min read paid
  51. The AI Price Wars and Their Consequences Aug 14, 2026 2 min read paid
  52. Roundup: Jobs, Grid Stability, GPUs, Unitree, Financialization, Nuclear Strikes, etc. Aug 14, 2026 6 min read paid
  53. Apps, EVs, Infinite Abundance, Deflation, and the Death of Stanley Jevons Aug 7, 2026 2 min read paid
  54. Roundup: Inference Costs, China Robots, Labor Markets, Credit Spreads, etc. Aug 6, 2026 3 min read paid
  55. They're Shooting at Everyone!: The Yossarian Effect in Capital Markets Jul 31, 2026 2 min read paid
  56. Forget About It, Jake: It's Situational Awareness Jul 30, 2026 3 min read paid
  57. The Robot Wars of 2026 Jul 29, 2026 2 min read paid
  58. Semiconductor Leverage and the Millennium Bridge Jul 29, 2026 1 min read paid
  59. As the AI Semiconductor Cycle Turns Jul 28, 2026 3 min read paid
  60. Roundup: Power, Forecast Games, Scaffold Theater, and Clinical AI Jul 28, 2026 4 min read paid
  61. AI, Robo-Deflation, and the Vision Unlock Jul 27, 2026 2 min read paid
  62. Roundup: AI Crashes Into The Rest Of The Economy Jul 27, 2026 3 min read paid
  63. Socializing Data Center Financing Risk Jul 24, 2026 1 min read paid
  64. Reward Hacking, OpenAI-Hugging Face, Tight Coupling, and Teen Sex Jul 23, 2026 2 min read paid
  65. Kimi, Model Convergence, and the Post-Training Era Jul 21, 2026 1 min read paid
  66. Chart of the Day: England and Argentina Revisit Past Grievances Jul 15, 2026
  67. Hyperscaler CapEx Sits on Thin Implied Equity Jul 14, 2026 1 min read paid
  68. AI Capex Boom Now Exceeds All Prior Non-War Booms Jul 14, 2026 1 min read paid
  69. Roundup: South Korea, China, Microsoft, & Memory Jul 13, 2026 4 min read paid
  70. A Modest AI Proposal Jul 10, 2026 4 min read
  71. China Models Now More Than a Third of Enterprise Market Jul 7, 2026 1 min read paid
  72. Technology and the Baby Bust Paradox Jul 3, 2026 1 min read paid
  73. AI, Immigration, and Collapsing Labor Force Participation Jul 2, 2026 1 min read paid
  74. Five Things to Think About: Taiwan, Crypto, Hateful Eight, Agentonomics, etc. Jun 30, 2026 2 min read paid
  75. America's Science No Longer Underlies China's Tech Jun 26, 2026 1 min read paid
  76. On Capital Market Constraints, Historical Parallels to the Current AI Moment, and More Jun 26, 2026
  77. Why Americans Are Such AI Antipathy Outliers Jun 25, 2026
  78. On BMW, China, and Token Prices Jun 24, 2026 1 min read paid
  79. Why .400 Hitters Disappeared — and What It Means for AI Jun 23, 2026 3 min read paid
  80. AI Has Doubled Computing's Share of U.S. GDP; Nvidia Under Inference Pressure Jun 17, 2026 2 min read paid
  81. AI Set to be Largest CapEx Cycle Ever ... and Soon Majority Externally Financed Jun 16, 2026 1 min read paid
  82. iPhones (and Maybe AI) as Birth Control Jun 11, 2026 1 min read paid
  83. Measurements Matter: The Return of SLOC Slop Jun 5, 2026 1 min read paid
  84. Chart of the Day: Small Models are Closing the Gap to Frontier AI Jun 2, 2026 1 min read paid
  85. Chart of the Day: Software's AI Supply Glut Jun 1, 2026 1 min read paid
  86. Chart of the Day: WFH Hurt Entry-Level Jobs More Than AI Has (So Far) May 29, 2026 2 min read paid
  87. Chart of the Day: Tech is Now a Larger Share of S&P 500 Than at Dot Com Peak May 28, 2026 1 min read paid
  88. Chart of the Day: Spiking Token Volume at OpenRouter May 26, 2026 1 min read paid
  89. Chart of the Day: Memory Now Dominates AI Chip Costs May 24, 2026 1 min read paid
  90. Chart of the Day: Solving Obesity Has Consequences May 22, 2026 1 min read
  91. Chart of the Day: Data Centers Driving Commercial Electrical Demand Past Residential May 19, 2026 1 min read
  92. AI, Demographics, and Destiny May 15, 2026 2 min read paid
  93. Chart of the Day: Tech Financial Market History is Repeating May 14, 2026 1 min read
  94. Rough Notes, May 14, 2026: Power Diversions, Cerebras's IPO Flow Implications, etc. May 14, 2026 2 min read paid
  95. Chart of the Day: U.S. Households at Record Equity Allocation Heading into AI IPOs May 27, 2026 1 min read paid
  96. Livestreaming Autonomous Robots, the Implications May 13, 2026
  97. Updates: Cerebras IPO Tell, Token Troubles, etc. May 13, 2026 1 min read paid
  98. Chart of the Day: The Rise and Fall of OpenClaw May 12, 2026 1 min read
  99. An AI IPO Impact Update: The AnthroPix Effect May Be $5-Trillion+ May 11, 2026 3 min read
  100. Chart of the Day: GPT Efficiency Gains Crushed By Higher Prices May 8, 2026 1 min read
  101. The Musk vs. OpenAI Trial: What it Really Means, IPO Implications, etc. May 7, 2026
  102. Chart of the Day: Claude Often Knows It's Being Tested, But Says Nothing May 7, 2026 1 min read
  103. Chart of the Day: AI is Eating Markets May 5, 2026 1 min read
  104. The Coming Mega-IPO Flow & Funding Problem of 2026 May 5, 2026 1 min read Featured
  105. Chart of the Day: The U.S. Leads the World in Stock Ownership May 4, 2026 1 min read
  106. Chart of the Day: Grok is the "Happiest" AI Model May 1, 2026 1 min read
  107. Chart of the Day: Health & Career Dominate Claude Guidance Apr 30, 2026
  108. Chart of the Day: How Using LLMs is Like Driving Drunk Apr 21, 2026 1 min read
  109. Chart of the Day: Data Centers Are Causing a Surge in U.S. CO₂ Emissions Apr 20, 2026 1 min read
  110. Chart of the Day: China Daily Token Usage Surges 1,400x in Two Years Apr 17, 2026
  111. Mythos and AI Economics Apr 9, 2026 1 min read
  112. The Bricked Belt: AI's New Geography of Job Loss Mar 31, 2026 2 min read paid
  113. Chart of the Day: The Hateful Eight is 85% of S&P 500 Decline Mar 30, 2026 1 min read
  114. Chart of the Weekend: Chatbots as Anti-Social Media Mar 28, 2026 1 min read
  115. Chart of the Day: Data Centers are Creating Heat Islands Mar 27, 2026 1 min read paid
  116. Rough Notes, Mar 26, 2026: Oil Virus, Snowpack, Iran & Complexity, etc. Mar 26, 2026 4 min read paid
  117. Buyer Panic as Memory Price Records Smashed Apr 1, 2026 4 min read paid
  118. Rough Notes, Mar 24, 2026: AI Homogeneity, Gold, Jobs, Adoption, etc. Mar 24, 2026 3 min read paid
  119. Episode: Energy, Complexity, Iran, and AI Apr 3, 2026 1 min read
  120. Chart of the Day: AI Compliance Risks Newly Tops, Say C-Suite Execs Mar 24, 2026 2 min read
  121. Chart of the Day: Data Center Buildout Slowed Sharply Mar 19, 2026 1 min read paid
  122. AI and the Fable of the ATMs Mar 18, 2026 3 min read paid
  123. Check Out the Pod, Plus Media Updates, and More Mar 17, 2026 1 min read
  124. Silicon Valley Was Born a Defense Industry, and is Becoming One Again Mar 13, 2026 3 min read paid
  125. Chart of the Day: AI Capex Ate the Economy in Q4 Mar 13, 2026 1 min read paid
  126. AI and the Rise of the Ghost Economy Mar 12, 2026 4 min read paid
  127. Rough Notes, Mar 12, 2026: Dunning-Kruger LLMs, Urea, The God Test, etc. Mar 12, 2026 3 min read paid
  128. Best of the Week, Mar 15, 2026: Silicon Valley Militarism, the Ghost Economy, etc. Mar 15, 2026 3 min read
  129. Rough Notes, 3/11/26: Western Heat Wave, Margin Debt, Robots, AI Benchmarks, etc. Mar 11, 2026 3 min read
  130. Reinsurance, Risk, and AI Insurabiltiy Mar 11, 2026 3 min read paid
  131. New Premium Feature: Oil Price Shock Simulator Mar 9, 2026 1 min read
  132. Best of the Past Week, Mar 8, 2026: AI IPOs, Orchestration, Re-Rating, etc. Mar 8, 2026 3 min read
  133. Chart(s) of the Day: Prediction Markets, the Oscars, and Uncorrelated Bets Mar 15, 2026 2 min read
  134. Rough Notes, Mar 6, 2026: AI IPO Sector, Re-Rating Tech, Hateful Eight, etc. Mar 6, 2026 2 min read paid
  135. Chart of the Day: Data Centers vs Office Construction Mar 16, 2026 1 min read
  136. Rough Notes; Feb 23, 2026: Hateful Eight AI, Capex, AI Unemployment, etc. Feb 23, 2026 3 min read paid
  137. Commoditization, Orchestration, and the New AI Stack Mar 3, 2026 7 min read paid
  138. Rough Notes II, Feb 23, 2026: Jobs, Energy, SaaS, etc. Feb 23, 2026 3 min read paid
  139. Rough Notes, Feb 24, 2026: Tail Risks, Capex, Backlog Issues, Nvidia earnings, etc. Feb 24, 2026 3 min read paid
  140. Rough Notes, Feb 22, 2026: Agents, Clawdbot Collapse, Microsoft as Exxon, etc. Feb 22, 2026 4 min read paid
  141. Rough Notes, Mar 3, 2026: Tokens, Alchemists, Hateful Eight, etc. Mar 3, 2026 3 min read paid
  142. Rough Notes, Feb 21, 2026: China AI Tea, Cybercrime, Cat Bonds, etc. Feb 21, 2026 3 min read paid
  143. Rough Notes, Mar 5, 2026: AI and Productivity, Bombing Data Centers, Revenue Rakes, etc. Mar 5, 2026 3 min read paid
  144. Rough Notes, Feb 20, 2026: AI Capex in Q4 GDP, Anthropic Revenues, Agentic Domains, etc. Feb 20, 2026 3 min read paid
  145. New Premium Feature: Chartbook Live Mar 5, 2026 1 min read
  146. Rough Notes, Feb 17, 2026: Japan, Warner, Electricity Prices, Data Centers, etc. Feb 17, 2026 3 min read paid
  147. Rough Notes II, Mar 5, 2026: Productivity, Mag 7 Survival, AI-Exposed Jobs, etc. Mar 5, 2026 2 min read paid
  148. Rough Notes, Feb 10, 2026: PIK, AI Debt, Regime Changes, etc. Feb 10, 2026 4 min read paid
  149. Rough Notes: Feb 12, 2026 Feb 12, 2026 4 min read paid
  150. Rough Notes, Feb 9, 2026: Meta's Avocado, Confused Progress Arguments, AI and the Brain, etc. Feb 9, 2026 4 min read paid
  151. Rough Notes: Feb 12, 2026 Feb 12, 2026 4 min read paid
  152. Rough Notes II, Feb 9, 2026: AlphaDebt, Decoupled Electricity, H100 Rentals, etc. Feb 9, 2026 2 min read paid
  153. Exponentials and AI: Debt, Fragilities, and an R&D Cascade Feb 12, 2026 2 min read paid
  154. Rough Notes, Feb 7, 2026: AI and Natural Gas, Agentic Limits, Apple Freeriding, etc. Feb 7, 2026 3 min read paid
  155. OpenAI Memo on Chinese Distillation of AI Models Feb 12, 2026 1 min read paid
  156. Chart of the Day: AI Capex, From Bonanza to Burden Feb 6, 2026 1 min read paid
  157. Rough Notes, Feb 6, 2026: I'm Wrong, Clawbot Malware Vector, etc. Feb 6, 2026 3 min read paid
  158. Rough Notes, Feb 16, 2026: China, Amodei, Unrest, etc. Feb 16, 2026 3 min read paid
  159. Chart of the Day: The Crypto Complex Sheds $2 Trillion Feb 5, 2026 1 min read paid
  160. View Tools
  161. Rough Notes: Feb 3, 2026 Feb 3, 2026 4 min read paid
  162. Rough Notes, Feb 4, 2026: OpenAI as Liability, China HNW & AI, etc. Feb 4, 2026 3 min read paid
  163. Rough Notes II—Feb 4, 2026: Blue Owl, Huang, etc. Feb 3, 2026 3 min read paid
  164. Kedrosky Daily: US bond spreads low; native unemployment diverges Feb 2, 2026 1 min read paid
  165. Rough Notes: Feb 2, 2026 Feb 2, 2026 4 min read paid
  166. Chart of the Day: The SaaSpocalypse Started Years Ago Feb 4, 2026 2 min read
  167. Kedrosky Daily — Sunday Edition: Lowest bond spread in 25 years;Native unemployment rises post Trump Feb 1, 2026 1 min read
  168. Kedrosky Daily: Low corporate bond risk;unemployment shifts by birth origin Jan 29, 2026 1 min read paid
  169. Kedrosky Daily: Lowest credit risk premiums;unemployment diverges by nativity Jan 28, 2026 1 min read paid
  170. Kedrosky Daily: Lowest US credit risk; native unemployment rises Jan 27, 2026 1 min read paid
  171. Rough Notes: Jan 26, 2026 Jan 26, 2026 2 min read
  172. Rough Notes II, Feb 4, 2026: AI Fraud, Neocloud TAM, Texas Killing Data Centers, etc. Feb 4, 2026 3 min read paid
  173. Kedrosky Daily — Sunday Edition: US Corp Spread Near Low; Unemployment Diverges After 2025 Jan 25, 2026 1 min read
  174. Rough Notes: Jan 25, 2026 Jan 25, 2026 2 min read paid
  175. Claude Code and OpenAI's Codex Code Red Jan 24, 2026 1 min read paid
  176. Kedrosky Daily: TTF outperformed indexes; iOS app growth surged Jan 23, 2026 1 min read paid
  177. Rough Notes: Jan 23, 2026 Jan 23, 2026 3 min read paid
  178. Kedrosky Daily: US bond spread lowest in 30 years;unemployment rises for natives only Jan 26, 2026 1 min read paid
  179. Rough Notes, Weekend Edition: Jan 24-25, 2026 Jan 23, 2026 3 min read paid
  180. Rough Notes: Jan 22, 2026 Jan 22, 2026 2 min read paid
  181. Nvidia Under Pressure: Coreweave Investment Plus Google TPUs Jan 26, 2026 1 min read paid
  182. Everything That AIs Must Converge Jan 22, 2026 4 min read paid
  183. Bonus Chart: App Growth Soaring in App Store Jan 22, 2026 1 min read paid
  184. Are Zero-Return Decades an Outlier? No Jan 21, 2026 2 min read
  185. Rough Notes: Jan 19, 2026 Jan 19, 2026 3 min read
  186. Kedrosky Daily: Prediction market volume hit $8bn; Humanoids market may top $200bn Jan 16, 2026 1 min read paid
  187. Rough Notes: Jan 16, 2026 Jan 16, 2026 3 min read
  188. Rough Notes: Jan 20, 2026 Jan 20, 2026 2 min read
  189. Kedrosky Daily: Prediction market volume soars to 9bn by late 2025; humanoids market may exceed 200bn by 2035 Jan 15, 2026 1 min read paid
  190. Kedrosky Daily: Economy importance rises sharply Nvidia leads AI compute sales Jan 14, 2026 1 min read paid
  191. Rough Notes: Jan 14, 2026 Jan 14, 2026 3 min read
  192. Four Takeaways from Microsoft's Satya Nadella at WEF Today Jan 20, 2026 2 min read paid
  193. Kedrosky Daily: Tech job growth stalls in 2024; tariff lawsuits surge after Supreme Court hearing Jan 13, 2026 1 min read paid
  194. Kedrosky Daily: S&P 500 outperforms Magnificent Seven; more bonds upgraded than downgraded Jan 12, 2026 1 min read paid
  195. Rough Notes: Jan 12, 2026 Jan 12, 2026 3 min read
  196. Kedrosky Daily: Private credit assets surge by 2025; Blue Owl Tech redemptions spike in Q4 2025 Jan 21, 2026 1 min read paid
  197. Kedrosky Daily — Sunday Edition: Organ meat sales rise through 2025; fallen angels outnumber rising stars in 2020 Jan 11, 2026 1 min read
  198. Kedrosky Daily: AI loan growth outpaces fund exposure; S&P 500 earnings peak then normalize Jan 9, 2026 1 min read paid
  199. Kedrosky Daily: Gas prices hit lows near 3 dollars; Oracle CDS risk rises sharply Jan 8, 2026 1 min read paid
  200. Kedrosky Daily: Art loan portfolio doubles by 2027; Venezuela crude reserves triple by reclassification Jan 7, 2026 1 min read paid
  201. Kedrosky Daily: Wyoming snow cover hits record low; California snow cover ranks well above median Jan 6, 2026 1 min read paid

2025 318

  1. Kedrosky Daily: US gaming revenue doubled since 2020; China investment peaks while consumption lags Dec 26, 2025 1 min read paid
  2. Kedrosky Daily: Gold rose 72 Bitcoin fell 6 consumer confidence hits two year low Dec 25, 2025 1 min read paid
  3. Kedrosky Daily: Gold rose 72 Bitcoin fell 6 US confidence hits two year low; Consumer confidence drops five months straight Dec 24, 2025 1 min read paid
  4. Kedrosky Daily: Marijuana use rises in seniors; home sizes shrink since 2015 Dec 22, 2025 1 min read paid
  5. Kedrosky Daily — Sunday Edition: Home sizes drop to decade low; GPUs use 41 percent of AI power Dec 21, 2025 1 min read
  6. Morgan Stanley's Banking Lead, Debt Buyers Bumping Against Limits, AI in Space, etc. Dec 17, 2025 2 min read paid
  7. Kedrosky Daily: Aspen hosts top home sales; semiconductor jobs rise then fall Dec 17, 2025 1 min read paid
  8. An Oracle CDS Lesson: Inevitable, But Also Misunderstood Dec 16, 2025 3 min read paid
  9. Private AI Companies Are the New Public AI Companies Dec 16, 2025 1 min read Professional tier
  10. Kedrosky Daily: Largest cities shift to low income countries; bank credit share drops to thirteen percent Dec 15, 2025 1 min read paid
  11. Which AI Inning Are We In? Dec 15, 2025 1 min read paid
  12. Kedrosky Daily — Sunday Edition: Oracle bond yields spike as US population growth shifts to immigration Dec 14, 2025 1 min read
  13. Weekend Thinking: A Cul-de-Sac With a View Dec 14, 2025 3 min read
  14. Kedrosky Daily: Hyperscaler capex triples by 2026; Forty percent of Russell 2000 firms lose money Dec 12, 2025 1 min read paid
  15. The Oracle of Fermi Speaks Dec 12, 2025 1 min read paid
  16. The Oracle of Yore, and Early Q3 GDP Mysteries Dec 11, 2025 2 min read paid
  17. Kedrosky Daily: Hyperscaler capex to quintuple by 2026; Small caps face persistent earnings losses Dec 10, 2025 2 min read paid
  18. Kedrosky Daily: Istanbul tops global traffic delays Chicago beats LA Dec 9, 2025 2 min read paid
  19. Vibe Hacking, S&P, and Why Howard Marks is Terrified Dec 9, 2025 3 min read paid
  20. Kedrosky Daily: Pacific Northwest rain exceeds 12 inches, US seniors hold 32% wealth Dec 8, 2025 1 min read paid
  21. Kedrosky Daily — Sunday Edition: Microsoft capex-to-sales hits 25% surpassing Exxon US passport issuance peaks at 24M Dec 7, 2025 2 min read
  22. Kedrosky Daily: US automakers lag in fuel economy China leads global EV sales 2024 Dec 5, 2025 2 min read paid
  23. AEP Wants to Dump 750 MW of Data Center Power. Why? Dec 5, 2025 2 min read paid
  24. Weekend Thinking Dec 5, 2025 Dec 5, 2025 2 min read
  25. Talking To Paul Krugman About AI Dec 8, 2025 1 min read
  26. Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value Dec 4, 2025 2 min read paid
  27. Does Gemini Show That Scaling Still Works? No. Dec 4, 2025 2 min read paid
  28. Taiwan as AI Geopolitics Hinge Dec 4, 2025 2 min read paid
  29. Kedrosky Daily: Western US snow low, humans dominate mammal biomass Dec 3, 2025 1 min read paid
  30. AI Capex in H1 2025 Prevented a Recession Dec 3, 2025 1 min read paid
  31. Private Credit Talks Back Dec 3, 2025 2 min read
  32. Kedrosky Daily: Low Western US Snow Cover, Humans Dominate Mammal Biomass Dec 2, 2025 2 min read paid
  33. Kedrosky Daily: Military Base Zips Lead Crypto Returns, ORCL CDS Doubles Dec 1, 2025 2 min read paid
  34. Kedrosky Daily — Sunday Edition: China’s trade surplus nears $965B Bitcoin mining breaks even Nov 30, 2025 1 min read
  35. Has Corporate AI Adoption Stalled in Low Teens? Doubtful Nov 29, 2025 2 min read paid
  36. Me Media Watch: My WSJ Picks for Books on Work, Historical Bubbles, etc. Nov 29, 2025
  37. Kedrosky Daily: Nasdaq Bitcoin Diverge Mid 2024 AI Debt Surpasses Banks by 2025 Nov 27, 2025 1 min read paid
  38. AI Capex Risk and the End of Scaling Nov 27, 2025 3 min read paid
  39. Kedrosky Daily: China saving rate; AI mega-deals in VC Nov 26, 2025 2 min read paid
  40. Kedrosky Daily: China triples robot installs, doubles US manufacturing value Nov 25, 2025 1 min read paid
  41. Rogue AI, From RAND to Nvidia: Selection is the Signal Nov 25, 2025 2 min read paid
  42. Kedrosky Daily: Driver error causes 75% of US crashes, YouTube leads streaming gains Nov 24, 2025 2 min read paid
  43. Data Center Operators are Cheerily Uneasy About the Future Nov 24, 2025 1 min read paid
  44. Kedrosky Daily — Sunday Edition: US cybercrime costs hit $16.6B | China leads quantum funding Nov 23, 2025 1 min read
  45. On Benchmark Games, Gemini, and Declining Returns to Scale Nov 22, 2025 4 min read paid
  46. Kedrosky Daily: Crypto Fear Hits Extreme as Market Drops 30 Percent Nov 21, 2025 2 min read paid
  47. Stranded Assets and the AI-Driven Gas Turbine Renaissance Nov 21, 2025 2 min read paid
  48. Kedrosky Daily: Bitcoin mining near break-even, MicroStrategy shares drop sharply Nov 20, 2025 1 min read paid
  49. Kedrosky Daily: Oracle’s backlog 58% OpenAI, big firms add 151K jobs small firms lose 88K Nov 19, 2025 2 min read paid
  50. Kedrosky Daily: ChatGPT users 55+ hit 28 percent in Q3 2025, leads US AI usage Nov 18, 2025 1 min read paid
  51. Kedrosky Daily: Google leads AI model race 84 percent tech IP growth outpaces others Nov 17, 2025 2 min read paid
  52. Updates: GenAI Adoption Shifts, Chinese Models, etc. Nov 17, 2025 3 min read Plus and Professional tiers
  53. Media: Recent Bloomberg Odd Lots Appearance Nov 17, 2025 1 min read
  54. Kedrosky Daily — Sunday Edition: Asia’s emissions surpass West, youth disconnection rises US UK Nov 16, 2025 2 min read
  55. On AI CapEx Apologists Nov 14, 2025 3 min read Plus and Professional tiers
  56. Kedrosky Daily: Retail share in SPX 0DTE options tops 50 US equity risk peaks Nov 14, 2025 2 min read paid
  57. Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles Nov 13, 2025 1 min read paid
  58. Kedrosky Daily: Employer health costs up 5x, electricity demand doubles by 2035 Nov 12, 2025 2 min read paid
  59. Global Data Center Investment Passes Oil Investment Nov 12, 2025 2 min read Plus and Professional tiers
  60. The Great Credit Convergence Nov 12, 2025 1 min read
  61. Kedrosky Daily: AI data center funding gap 27 percent construction spending surges Nov 11, 2025 1 min read paid
  62. Meta: Purging of Dissidents vs Open Rebellion Nov 11, 2025 1 min read
  63. Kedrosky Daily: China births drop 70% since 1963, AI firms hit $100B fast Nov 10, 2025 1 min read paid
  64. Kedrosky Daily — Sunday Edition: NYC jobs shift to health care women 70+ marathon surge Nov 9, 2025 2 min read
  65. Kedrosky Daily: Labor growth plummets 80 percent, VFX jobs drop 33 percent Nov 7, 2025 2 min read paid
  66. Four Things: OpenAI's Backstop, CoreWeave CDS, Oregon, and Humanity's TAM Nov 7, 2025 5 min read paid
  67. Kedrosky Daily: Grok lags in AI adoption, AI data center borrowing hits $126B Nov 6, 2025 2 min read paid
  68. Kedrosky Daily: US weekend box office hits multi-decade low, bond maturities rise Nov 4, 2025 1 min read paid
  69. Updates: Bragawatts, Nvidia Theater, Me Stuff, etc. Nov 4, 2025 3 min read paid
  70. Kedrosky Daily: US Box Office Hits Multi-Decade Low, Convertible Bond Maturities Rise Nov 3, 2025 1 min read paid
  71. Kedrosky Daily — Sunday Edition: Oman jumps from unlisted in 2015 to 4th in 2025, highlighting significant imp… Nov 2, 2025 2 min read
  72. Kedrosky Daily (Commodities edition): AI recruiting tools dominate healthcare sectors like dental and nursing, high… Oct 30, 2025 2 min read paid
  73. Kedrosky Daily (Commodities edition): Healthcare and service roles exhibit minimal core AI development compared to … Oct 30, 2025 3 min read paid
  74. Four Ideas (Life sciences edition): AI Integration in Healthcare Tech and Diagnostics Oct 29, 2025 2 min read paid
  75. Four Ideas (AI edition): AI Transformations and Market Realignments Oct 28, 2025 2 min read paid
  76. Four Ideas (Macro edition): Interest Rate Moves and Structural Economic Changes Oct 27, 2025 2 min read paid
  77. Four Ideas, Sunday Edition: AI Transformation in Healthcare and Industry Shifts Oct 26, 2025 2 min read
  78. Oct 24, 2025 Update: Nvidia as Pop Mart, Power, Policy, etc. Oct 24, 2025 4 min read paid
  79. Kedrosky Daily: Grok lags behind ChatGPT Gemini AI tech borrowing hits $126B in 2025 Nov 5, 2025 1 min read paid
  80. Four Ideas (Life sciences edition): Healthcare AI, Health Tech Investments, AI in Healthcare, FDA Breakthrough Devices Oct 22, 2025 2 min read paid
  81. Four Ideas (Macro edition): Emerging Macro Trends Impact on Non-Obvious Sectors Oct 20, 2025 2 min read paid
  82. Four Ideas, Sunday Edition: Oct 19, 2025 2 min read
  83. Four Ideas (Energy edition): Renewable Energy Grid Innovations and EV Shifts Oct 17, 2025 2 min read paid
  84. Minsky Moments and AI CapEx Oct 17, 2025 4 min read paid
  85. Quick Hits: AI Capex and Consumer Spending Oct 17, 2025 1 min read paid
  86. Four Ideas (Commodities edition): Global Commodity Trends and Implications Oct 16, 2025 2 min read paid
  87. Four Ideas (Life sciences edition): Healthcare AI Innovation and Market Dynamics Oct 15, 2025 2 min read paid
  88. Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc. Oct 15, 2025 1 min read paid
  89. Four Ideas (Commodities edition): Commodity Trends and Geopolitical Dynamics Oct 23, 2025 2 min read paid
  90. Four Ideas (AI edition): AI Impact on Utilities and Travel Oct 14, 2025 2 min read paid
  91. Quick Hits: AI Capex is Eating ... San Francisco Oct 14, 2025 1 min read paid
  92. Four Ideas (Macro edition): Global Fragmentation, Reserve Diversification, Geoeconomics Impact, Industrial Growth Oct 13, 2025 3 min read paid
  93. Quick Hits: The Data Center Growth Slowdown Oct 13, 2025 1 min read paid
  94. Quick Hits: An India of Incremental Power Ahead Oct 13, 2025 1 min read paid
  95. Four Ideas, Sunday Edition: Oct 12, 2025 2 min read
  96. Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc. Oct 10, 2025 3 min read paid
  97. Why AI Capex isn't a Bubble: A Perez-ian Perspective Oct 9, 2025 5 min read paid
  98. Four Ideas (Life sciences edition): Healthcare AI and MedTech Innovations Oct 8, 2025 2 min read paid
  99. Four Ideas (AI edition): Unexpected Impacts of AI Advancements Oct 7, 2025 2 min read paid
  100. The Godfather and Oracle's Crap GPU Rental Returns Oct 7, 2025 2 min read paid
  101. Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences Oct 6, 2025 2 min read paid
  102. Quick Hits: OpenAI's Mammoth AMD Deal Oct 6, 2025 1 min read paid
  103. Four Ideas, Sunday Edition: Oct 5, 2025 2 min read
  104. Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook Oct 2, 2025 2 min read paid
  105. Quick Hits: 85% Margins for Data Centers? Yes, Please Oct 2, 2025 3 min read Plus tier
  106. Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems Oct 1, 2025 2 min read paid
  107. Quick Hit: Blackstone on Data Center Bubbles Oct 1, 2025 2 min read Plus tier
  108. Four Ideas (AI edition): AI-Driven Investment Shifts Sep 30, 2025 2 min read paid
  109. Rougher Notes, Sep 30, 2025 Sep 30, 2025 1 min read
  110. LLMs, Shifting Baselines, and .400 Hitters Oct 3, 2025 6 min read Plus tier
  111. Four Ideas (Macro edition): Geoeconomic Strategies and Industrial Policy Shifts Sep 29, 2025 2 min read paid
  112. Data Centers: More Money, Fewer Buyers Sep 29, 2025 3 min read Plus tier
  113. Four Ideas, Sunday Edition: Sep 28, 2025 2 min read
  114. Quick Update: Appearances, Financial Flywheels, etc. Sep 25, 2025 1 min read
  115. Four Ideas (AI edition): AI-Driven Market and Policy Shifts Sep 23, 2025 2 min read paid
  116. Four Ideas (Macro edition): Interest Rate Divergence, EM Currencies, EU Productivity, Real Estate Dynamics Sep 22, 2025 2 min read paid
  117. Four Ideas, Sunday Edition: Sep 21, 2025 2 min read
  118. Four Ideas (Energy edition): Solar Engineers, EV Battery Sustainability, Grid Innovation, Emerging Markets Sep 19, 2025 2 min read paid
  119. Four Ideas (Commodities edition): Copper Opportunities, Emerging Gold Narrative, Cocoa Demand Surge, Natural Gas Trends Sep 18, 2025 2 min read paid
  120. Four Ideas (AI edition): Generative AI's Impact Across Sectors and Regions Sep 16, 2025 2 min read paid
  121. Four Ideas (Macro edition): Shifts in Global Economy: Manufacturing, AI, Tariffs, Hospitality Sep 15, 2025 2 min read paid
  122. Four Ideas, Sunday Edition: Sep 14, 2025 2 min read
  123. ChatGPT as the Original AI Error Sep 12, 2025 5 min read Paul Kedrosky and Plus tiers
  124. Weekend ... Thinking ! Sep 12, 2025 1 min read Paul Kedrosky and Plus tiers
  125. Four Ideas (Commodities edition): Gold Surge, Commodity Price Dynamics, AI in Commodities, Tariffs Impact Sep 11, 2025 2 min read paid
  126. Four Ideas (Life sciences edition): AI in Healthcare: Expansion and Investment Strategies Sep 10, 2025 2 min read paid
  127. Declining AI Adoption, Surveys, and Simpson's Paradox Sep 9, 2025 4 min read Paul Kedrosky and Plus tiers
  128. Rougher Notes—Sep 5, 2025 Sep 5, 2025 1 min read
  129. Four Ideas (Commodities edition): Commodities Driven by Geopolitical and Economic Transitions Sep 4, 2025 2 min read paid
  130. Data Centers Make the Beige Book, Plus Power Problems Sep 4, 2025 3 min read Paul Kedrosky and Plus tiers
  131. Four Ideas (Life sciences edition): AI-driven Healthcare Innovation and Tech Push Sep 3, 2025 2 min read paid
  132. Four Ideas (AI edition): Adaptive Regulation, AI in Hospitality, AI Bubble Warnings, Insurer Innovations Sep 2, 2025 2 min read paid
  133. Four Ideas (Macro edition): Extreme Weather, Tariffs, Trade Dynamics, Japan Manufacturing Sep 1, 2025 2 min read paid
  134. Four Ideas, Sunday Edition: Aug 31, 2025 2 min read
  135. Four Ideas (Energy edition): AI in Grid Modernization and EV Battery Innovations Aug 29, 2025 2 min read paid
  136. Four Ideas (Commodities edition): Commodity Market Shifts, Cocoa, AI Adoption, Weather Impacts Aug 28, 2025 2 min read paid
  137. Four Ideas (Life sciences edition): AI accelerates healthcare transformation, health tech investment, diagnostic innovation, digital health emphasis Aug 27, 2025 3 min read paid
  138. Four Ideas (AI edition): AI Market Dynamics and Emerging Trends Aug 26, 2025 2 min read paid
  139. Four Ideas (Macro edition): Emerging Markets, High-Yield Bonds, Extreme Weather, Geoeconomics Aug 25, 2025 2 min read paid
  140. Four Ideas, Sunday Edition: Aug 24, 2025 2 min read
  141. Four Ideas (Energy edition): Decentralized Energy Networks, AI's Impact on Solar, Battery Storage Demand, Subsidy-Free Renewables Aug 22, 2025 2 min read paid
  142. Four Ideas (Commodities edition): Geostrategic Realignments and Commodity Market Impacts Aug 21, 2025 3 min read paid
  143. Four Ideas (Life sciences edition): Healthcare AI Innovations and Investments Aug 20, 2025 2 min read paid
  144. Four Ideas (AI edition): AI Bubble Formation, AI Optimism, Logistical Shifts, Hospitality Innovation Aug 19, 2025 2 min read paid
  145. Four Ideas (Macro edition): AI, Geoeconomics, Hospitality, Emerging Markets Aug 18, 2025 2 min read paid
  146. Four Ideas, Sunday Edition: Aug 17, 2025 2 min read
  147. Four Ideas (Energy edition): Decentralized Energy, Renewable Trade Barriers, Battery Storage Aug 15, 2025 2 min read paid
  148. Four Ideas (Commodities edition): Geopolitical Shifts, Cocoa Boom, Tariff Impacts, Gold Opportunities Aug 14, 2025 2 min read paid
  149. Four Ideas (Life sciences edition): AI Healthcare Innovations and Medicare; Health tech investment surge Aug 13, 2025 2 min read paid
  150. Four Ideas (AI edition): Strategic Interdependence and AI-Driven Shifts Aug 12, 2025 2 min read paid
  151. Four Ideas (Macro edition): Emerging Trends in Logistics, Geopolitics, AI, and Trade Aug 11, 2025 2 min read paid
  152. Four Ideas, Sunday Edition: Aug 10, 2025 2 min read
  153. Four Ideas (Energy edition): Emerging Clean Energy Trends and Implications Aug 8, 2025 2 min read paid
  154. The Kanye/Data Center Crossover Aug 8, 2025 9 min read Paul Kedrosky and Plus tiers
  155. Four Ideas (Commodities edition): Understanding Emerging Trends in Commodities Market Aug 7, 2025 2 min read paid
  156. Four Ideas (Life sciences edition): AI-driven Health Tech and Patient Data Accessibility Aug 6, 2025 2 min read paid
  157. Four Ideas (AI edition): AI Disruption and New Industry Opportunities Aug 5, 2025 2 min read paid
  158. Four Ideas (Macro edition): Cross-Border Payments and Digital Influence Expansion Aug 4, 2025 2 min read paid
  159. Four Ideas, Sunday Edition: Aug 3, 2025 2 min read
  160. Four Ideas (Energy edition): European Grids, Storage, Decentralization, and Energy Transition Aug 1, 2025 2 min read paid
  161. Four Ideas (Commodities edition): Commodities Trading Diversification and Energy Trends Jul 31, 2025 2 min read paid
  162. Honey, AI Capex Keeps Eating ... Everything Jul 31, 2025 6 min read Paul Kedrosky and Plus tiers
  163. Four Ideas (Life sciences edition): AI in Healthcare, FDA Policies, Health Tech Investments Jul 30, 2025 2 min read paid
  164. Four Ideas (AI edition): AI Investment Trends and Economic Impact Jul 29, 2025 2 min read paid
  165. Tariffs are Dumb Enough to (Almost) Work Jul 29, 2025 7 min read Paul Kedrosky and Plus tiers
  166. Four Ideas (Macro edition): Global Shifts in Space Economy and AI Regulations Jul 28, 2025 2 min read paid
  167. Four Ideas, Sunday Edition: Jul 27, 2025 2 min read
  168. Four Ideas (Energy edition): Emerging Energy Innovations and Storage Solutions Jul 25, 2025 2 min read paid
  169. Four Ideas (Commodities edition): Commodities Resurgence and Geopolitical Impacts Jul 24, 2025 3 min read paid
  170. Four Ideas (Life sciences edition): Tech Disruption, AI in Healthcare, China Biotech, Wearables Jul 23, 2025 2 min read paid
  171. Four Ideas (AI edition): AI-driven Industrial Transformation Opportunities Jul 22, 2025 2 min read paid
  172. Four Ideas (Macro edition): Global Economic Shifts: Copper, AI, and Geopolitics Jul 21, 2025 1 min read paid
  173. Four Ideas, Sunday Edition: Jul 20, 2025 2 min read
  174. Four Ideas (Energy edition): Vehicle Batteries, Decentralized Energy, EV Grid Impact, Energy Storage Innovations Jul 18, 2025 2 min read paid
  175. Honey, AI Capex is Eating the Economy Jul 18, 2025 5 min read Paul Kedrosky and Plus tiers
  176. Four Ideas (Commodities edition): Gold Tariffs, Oil Prices, Commodity Traders, and China Demand Jul 17, 2025 2 min read paid
  177. Four Ideas (Life sciences edition): Healthcare AI Trends and Innovations Jul 16, 2025 2 min read paid
  178. On Curve Steepeners, Subway Surfers, and the Polycrisis of Confidence Jul 16, 2025 6 min read Paul Kedrosky and Plus tiers
  179. Four Ideas (AI edition): AI Data Centers, Travel Tech, AI Investing, Chip Bifurcation Jul 15, 2025 2 min read paid
  180. Four Ideas, Sunday Edition: Jul 13, 2025 2 min read
  181. Four Ideas (Energy edition): Decentralization, Energy Storage, Geoeconomics, Clean Energy Tariffs Jul 11, 2025 2 min read paid
  182. Four Ideas (Commodities edition): Commodities Trends and Opportunities 2025 Jul 10, 2025 2 min read paid
  183. Four Ideas (Life sciences edition): Healthcare AI Growth and Pharmaceutical Innovation Jul 9, 2025 2 min read paid
  184. Four Ideas (AI edition): AI-Driven Market Shifts and New Beneficiaries Jul 8, 2025 2 min read paid
  185. Regime Changes: Tour de France vs the U.S. Deficit Jul 8, 2025 10 min read Paul Kedrosky and Plus tiers
  186. Four Ideas (Macro edition): Global Interest Rates and Geopolitical Rivalries Jul 7, 2025 2 min read paid
  187. Four Ideas, Sunday Edition: Jul 6, 2025 2 min read
  188. Four Ideas (Energy edition): Energy Grid Transformation and Storage Innovation Jul 4, 2025 2 min read paid
  189. Four Ideas (Commodities edition): Commodities Outlook: Metals, Geoeconomics, and Supply Chains Jul 3, 2025 2 min read paid
  190. Four Ideas (Life sciences edition): AI Transformations, FDA Device Approvals, Health Tech Investments, AI in Health Systems Jul 2, 2025 2 min read paid
  191. Four Ideas (AI edition): AI Expansion Shaping Diverse Economic Sectors Jul 1, 2025 2 min read paid
  192. On Endowments and Unintended Consequences Jul 1, 2025 3 min read
  193. Four Ideas (Macro edition): Geoeconomic Shifts, Emerging Markets, Tariffs, Japanese Manufacturing Jun 30, 2025 2 min read paid
  194. SPVs, Credit, and AI Datacenters Jun 30, 2025 6 min read
  195. Four Ideas, Sunday Edition: Jun 29, 2025 2 min read
  196. Four Ideas (Energy edition): Energy Storage, AI in Energy, Clean Energy Politics, Renewable Partnerships Jun 27, 2025 2 min read paid
  197. AI as Immigrants Jun 27, 2025
  198. Four Ideas (Commodities edition): Silver & Platinum Surge, Geoeconomic Shifts, Oil Volatility, Commodity Investments Jun 26, 2025 2 min read paid
  199. Four Ideas (Life sciences edition): AI Transformations in Healthcare Jun 25, 2025 2 min read paid
  200. Four Ideas (AI edition): Non-obvious AI Trends Reshaping Markets Jun 24, 2025 2 min read paid
  201. Four Ideas (Macro edition): Interest Rates, Energy Transition, Geopolitics, Freight Market Jun 23, 2025 2 min read paid
  202. Four Ideas, Sunday Edition: Jun 22, 2025 2 min read
  203. Four Ideas (Energy edition): Energy Transition, AI in Energy, EVs, Gulf Renewable Jun 20, 2025 2 min read paid
  204. Weekend Reading: Who's Weird? Maybe We're Weird Jun 20, 2025 4 min read
  205. Four Ideas (Commodities edition): Commodities Trends and Strategic Insights Jun 19, 2025 2 min read paid
  206. Four Ideas (Life sciences edition): AI-Driven Innovations and Health Tech Partnerships Jun 18, 2025 2 min read paid
  207. Life Under Two: Debt, Deficits, and the AI Discontinuity Jun 18, 2025 8 min read
  208. Four Ideas (AI edition): Non-obvious AI Trends Reshaping Markets Jun 17, 2025 2 min read paid
  209. Four Ideas (Macro edition): Geopolitical Dynamics & Sectoral Impacts Jun 16, 2025 2 min read paid
  210. Four Ideas, Sunday Edition: Jun 15, 2025 2 min read
  211. Midnight Jun 13, 2025 5 min read
  212. Four Ideas (Energy edition): Opportunities in Energy Transition 2025 Jun 13, 2025 2 min read paid
  213. Four Ideas (Commodities edition): Commodities and Energy Transition Innovations Jun 12, 2025 2 min read paid
  214. Four Ideas (Life sciences edition): AI Transforming Healthcare, Cardiology and Diagnostics Jun 11, 2025 2 min read paid
  215. Four Ideas (AI edition): 4 underexplored AI impacts in diverse sectors Jun 10, 2025 2 min read paid
  216. Four Ideas (Macro edition): AI's Supply Chain Impact, Gulf-Asia Trade, Tariffs Jun 9, 2025 2 min read paid
  217. Four Ideas, Sunday Edition: Jun 8, 2025 2 min read
  218. Four Ideas (Energy edition): Energy Decentralization, Renewables Tariffs, AI in Supply Chains, Energy Storage Jun 6, 2025 2 min read paid
  219. Four Ideas (Commodities edition): Metals, Commodities, Trading Margins, Cocoa Jun 5, 2025 2 min read paid
  220. Four Ideas (Life sciences edition): AI's Expanding Role in Healthcare and Technology Jun 4, 2025 2 min read paid
  221. Four Ideas (AI edition): AI Trends Impacting Market Landscape Jun 3, 2025 2 min read paid
  222. Four Ideas (Macro edition): Geoeconomics, AI Disruption, Tariff Impacts, Tourism Boom Jun 2, 2025 2 min read paid
  223. Four Ideas, Sunday Edition: Jun 1, 2025 2 min read
  224. Four Ideas (Energy edition): Clean Energy Shifts and Opportunities May 30, 2025 2 min read paid
  225. Four Ideas (Commodities edition): China-Gulf Partnerships, Sustainable Agriculture, Geoeconomic Shifts, Commodity Super-Cycle May 29, 2025 2 min read paid
  226. Four Ideas (Life sciences edition): AI Healthcare Growth, Diabetes Divestiture, Data Monetization, Healthcare Partnerships May 28, 2025 2 min read paid
  227. Four Ideas (AI edition): AI Edge in Financial and Energy Sectors May 27, 2025 2 min read paid
  228. Four Ideas (Macro edition): AI Jobs Disruption, Manufacturing Hotspots, Geo-economic Shifts, Travel Innovations May 26, 2025 2 min read paid
  229. Four Ideas, Sunday Edition: May 25, 2025 2 min read
  230. Four Ideas (Energy edition): Decentralization, Battery Storage, Renewables, Microgrids May 23, 2025 2 min read paid
  231. Four Ideas (Commodities edition): Commodities: Oil, Cocoa, Gold, Supply Chains May 22, 2025 2 min read paid
  232. Four Ideas (Life sciences edition): AI in Healthcare and Data Utilization May 21, 2025 3 min read paid
  233. Four Ideas (AI edition): AI Optimism Underpinning Strategic Investments May 20, 2025 2 min read paid
  234. Four Ideas (Macro edition): Geoeconomics Trends and Sector Implications May 19, 2025 2 min read paid
  235. Four Ideas, Sunday Edition: May 18, 2025 2 min read
  236. Four Ideas (Energy edition): Hydrogen Production, Solar Resilience, Electrification Challenges, Energy Storage May 16, 2025 2 min read paid
  237. Four Ideas (Commodities edition): Commodity Market Trends and Geopolitics May 15, 2025 2 min read paid
  238. Four Ideas (Life sciences edition): Healthcare AI Surge and Digital Transformation 2025 May 14, 2025 2 min read paid
  239. Four Ideas (AI edition): AI's Influence on Market Shifts and Sectors May 13, 2025 2 min read paid
  240. Four Ideas (Macro edition): Unconventional Impacts on Global Economy and Markets May 12, 2025 2 min read paid
  241. Four Ideas, Sunday Edition: May 11, 2025 2 min read
  242. Four Ideas (Energy edition): Decentralized Power, Solar Growth, Hydrogen Challenges, Geopolitical Trade Shifts May 9, 2025 2 min read paid
  243. Four Ideas, Sunday Edition: Apr 13, 2025 2 min read
  244. Four Ideas (Energy edition): Tariffs Impacting Renewable Energy and Global Trade Apr 11, 2025 2 min read paid
  245. Four Ideas (Commodities edition): Commodities Trends 2025 Apr 10, 2025 2 min read paid
  246. Four Ideas (Life sciences edition): Healthcare AI Expansion, Breakthrough Devices Fast-Tracked Apr 9, 2025 2 min read paid
  247. Four Ideas (AI edition): AI Transformations in Industries and Markets Apr 8, 2025 2 min read paid
  248. Four Ideas (Macro edition): Creative Impacts of Geopolitical and Economic Shifts Apr 7, 2025 2 min read paid
  249. Four Ideas, Sunday Edition: Apr 6, 2025 2 min read
  250. Four Ideas (Commodities edition): Commodities Supply Chain, Gold Outlook, Cocoa Demand, Energy Transition Apr 3, 2025 2 min read paid
  251. Four Ideas (Life sciences edition): AI Transformations in Healthcare and Pharmaceuticals Apr 2, 2025 2 min read paid
  252. Four Ideas (AI edition): AI and Energy, Healthcare, Cybersecurity, Mobile Industry Apr 1, 2025 2 min read paid
  253. Four Ideas (Macro edition): Insurance, Travel, AI in Healthcare, Geopolitical Trading Mar 31, 2025 2 min read paid
  254. Four Ideas, Sunday Edition: Mar 30, 2025 2 min read
  255. Four Ideas (Energy edition): Clean Energy Opportunities and Trends Mar 28, 2025 2 min read paid
  256. Four Ideas (Commodities edition): Commodities Insight: Gold, Copper, Coffee, Natural Gas Mar 27, 2025 2 min read paid
  257. Four Ideas (Life sciences edition): AI in Healthcare, Radiology Innovation, Implantable Biosensors, Healthcare Payment Innovations Mar 26, 2025 2 min read paid
  258. Four Ideas (AI edition): AI-induced shifts in energy, healthcare, and markets Mar 25, 2025 2 min read paid
  259. Four Ideas (Macro edition): Geopolitical Realignments, AI-Driven Compliance, EM Resilience, Copper Stockpiles Mar 24, 2025 2 min read paid
  260. Four Ideas, Sunday Edition: Mar 23, 2025 2 min read
  261. Four Ideas (Energy edition): Distributed solar grids, EV charging, energy storage, grid upgrades Mar 21, 2025 2 min read paid
  262. Four Ideas (Commodities edition): Commodities Market Trends for 2025 Mar 20, 2025 2 min read paid
  263. Four Ideas (Life sciences edition): AI, Biosensors, Interoperability, Hospital-at-Home Mar 19, 2025 2 min read paid
  264. Four Ideas (AI edition): AI's Energy Demands and Global Shift Mar 18, 2025 2 min read paid
  265. Four Ideas (Macro edition): AI Energy Demand, Tariff Impact, Currency Flows Mar 17, 2025 2 min read paid
  266. Four Ideas, Sunday Edition: Mar 16, 2025 2 min read
  267. Four Ideas (Energy edition): Grid Innovations, AI in Energy, Critical Minerals, European EV Challenges Mar 14, 2025 2 min read paid
  268. Four Ideas (Commodities edition): Oil export surge, Tariffs, AI power demand, Gold rally Mar 13, 2025 2 min read paid
  269. Four Ideas (Life sciences edition): Healthcare AI Growth, Interoperability, Mergers and VC Trends Mar 12, 2025 2 min read paid
  270. Four Ideas (AI edition): AI Transformations and Market Shifts Mar 11, 2025 2 min read paid
  271. Four Ideas (Macro edition): Global Interest Rate Shifts and Data Center Demand Mar 10, 2025 2 min read paid
  272. Four Ideas, Sunday Edition: Mar 9, 2025 2 min read
  273. Four Ideas (Energy edition): AI Power Demand, Energy Storage Innovation, Chinese Market Influence, European Energy Challenges Mar 7, 2025 2 min read paid
  274. Four Ideas (Commodities edition): Oil Price Volatility and Energy Transition Impacts Mar 6, 2025 2 min read paid
  275. Four Ideas (Life sciences edition): Healthcare AI and Innovations Reshaping the Industry Mar 5, 2025 2 min read paid
  276. Four Ideas (AI edition): Data Center Demand, China AI Investments, Stock Rotation, Sports Tech Disruption Mar 4, 2025 2 min read paid
  277. Four Ideas (Macro edition): AI in China, US Treasury Yields, Emerging Markets, Geopolitical Trade Shifts Mar 3, 2025 2 min read paid
  278. Four Ideas, Sunday Edition: Mar 2, 2025 2 min read
  279. Four Ideas (Energy edition): Solar Microgrids, AI in Energy, Battery Innovation, Grid Investment Feb 28, 2025 2 min read paid
  280. Four Ideas (Commodities edition): Gold, Copper, Commodities, AI, Tariffs, China Feb 27, 2025 2 min read paid
  281. Four Ideas (Life sciences edition): AI Partnerships, FDA Layoffs, AI-Driven Health Tech, Ultrasound Innovations Feb 26, 2025 2 min read paid
  282. Four Ideas (AI edition): AI-driven transformations in unexpected sectors Feb 25, 2025 2 min read paid
  283. Four Ideas (Macro edition): China AI, Embedded Insurance, Geostrategic Trade, Global Services Feb 24, 2025 2 min read paid
  284. Four Ideas, Sunday Edition: Feb 23, 2025 2 min read
  285. Four Ideas (Commodities edition): Gold, Coffee, Critical Minerals, Geopolitical Trade Feb 20, 2025 2 min read paid
  286. Four Ideas (Life sciences edition): AI-Driven Healthcare Innovations in 2025 Feb 19, 2025 2 min read paid
  287. Four Ideas (AI edition): AI Transformations: New Beneficiaries and Market Shifts Feb 18, 2025 2 min read paid
  288. Four Ideas (Macro edition): Geopolitics, AI Innovation, Energy Transition, and US Exceptionalism Feb 17, 2025 2 min read paid
  289. Four Ideas, Sunday Edition: Feb 16, 2025 2 min read
  290. Four Ideas (Energy edition): Energy Storage Innovations Drive Market Opportunities Feb 14, 2025 2 min read paid
  291. Four Ideas (Commodities edition): Commodities and Geopolitical Dynamics Feb 13, 2025 2 min read paid
  292. Four Ideas (Life sciences edition): AI's impact on healthcare and biotech advancement Feb 12, 2025 2 min read paid
  293. Four Ideas (AI edition): DeepSeek's Unintended Innovations Transform AI Markets Feb 11, 2025 2 min read paid
  294. Four Ideas (Macro edition): Global AI investment trends, energy shifts Feb 10, 2025 2 min read paid
  295. Four Ideas, Sunday Edition: Feb 9, 2025 2 min read
  296. Four Ideas (Energy edition): Energy Storage, Renewable Setbacks, AI-Driven Nuclear, Energy Grid Resilience Feb 7, 2025 2 min read paid
  297. Four Ideas (Life sciences edition): Medical AI Expansion, Health Tech Investment Growth Feb 5, 2025 2 min read paid
  298. Four Ideas (AI edition): China's AI Leap, AI-Driven Energy Demand, AI Legal Implications, Generative AI Acquisitions Feb 4, 2025 2 min read paid
  299. Four Ideas (Macro edition): Evolving Supply Chains and Market Responses Feb 3, 2025 2 min read paid
  300. Four Ideas, Sunday Edition: Feb 2, 2025 2 min read
  301. Four Ideas (Energy edition): Energy Transition Innovations and Challenges Jan 31, 2025 2 min read paid
  302. Four Ideas (Commodities edition): Commodities Trends: Energy, Metals, and Agriculture Jan 30, 2025 2 min read paid
  303. Four Ideas (Life sciences edition): Healthcare AI, Venture Capital, and Innovation Trends Jan 29, 2025 2 min read paid
  304. Four Ideas (AI edition): AI Transformations in Industries and Markets Jan 28, 2025 2 min read paid
  305. Four Ideas (Macro edition): Power Challenges, Emerging Market Growth, AI Impacts, Insurance Evolution Jan 27, 2025 2 min read paid
  306. Four Ideas, Sunday Edition: Jan 26, 2025 2 min read
  307. Four Ideas (Energy edition): Energy Storage Innovations and Grid Resilience Jan 24, 2025 2 min read paid
  308. Four Ideas (Macro edition): Emerging Trends in Travel, AI, and Energy Jan 13, 2025 2 min read paid
  309. Four Ideas, Sunday Edition: Jan 12, 2025 2 min read
  310. Four Ideas (Energy edition): Decentralized Energy and EV Innovations Jan 10, 2025 2 min read paid
  311. Four Ideas (Commodities edition): Commodities Trends: Cocoa Rally Continues, Energy Shift, Industrial Metal Demand Jan 9, 2025 2 min read paid
  312. Four Ideas (Life sciences edition): Healthcare AI, Biotech Breakthroughs, FDA Innovations, Digital Health Jan 8, 2025 2 min read paid
  313. Four Ideas (AI edition): Generative AI Transformations in Various Sectors Jan 7, 2025 2 min read paid
  314. Four Ideas (Macro edition): AI's Role in Reshaping Industries and Insurance Jan 6, 2025 2 min read paid
  315. Four Ideas, Sunday Edition: Jan 5, 2025 2 min read
  316. Four Ideas (Energy edition): Decentralized Energy, Solar Habitats, Storage Opportunities, EV Charging Jan 3, 2025 2 min read paid
  317. Four Ideas (Commodities edition): Cocoa, Coffee, Gold Prospects, China Impact Jan 2, 2025 2 min read paid
  318. Four Ideas (Life sciences edition): Biotech M&A, AI in Healthcare, Hospital-at-Home, Health Tech Innovations Jan 1, 2025 2 min read paid

2024 118

  1. Four Ideas (AI edition): Diverse AI Impacts: International AI Company Dynamics Dec 31, 2024 2 min read paid
  2. Four Ideas (Macro edition): Geopolitics Impacting Energy Cooperation, City Economic Boosts Dec 30, 2024 2 min read paid
  3. Four Ideas, Sunday Edition: Dec 29, 2024 2 min read
  4. Four Ideas (Energy edition): Energy Storage Innovations and EV Support Dec 27, 2024 2 min read paid
  5. Four Ideas (Commodities edition): Emerging Coffee Trends and Commodity Outlook Dec 26, 2024 2 min read paid
  6. Four Ideas (Life sciences edition): Hospital-at-home scales; AI-driven insurance reforms; Breakthrough medical devices; Venture capital in health tech Dec 25, 2024 2 min read paid
  7. Four Ideas (AI edition): AI-driven opportunities beyond traditional tech Dec 24, 2024 2 min read paid
  8. Four Ideas (Macro edition): Geopolitical Dynamics Dec 23, 2024 2 min read paid
  9. Four Ideas, Sunday Edition: Dec 22, 2024 2 min read
  10. Four Ideas (Energy edition): Energy Storage Innovations Drive New Opportunities Dec 20, 2024 2 min read paid
  11. Four Ideas (Commodities edition): Coffee and Gold Become Prime Commodities Dec 19, 2024 2 min read paid
  12. Four Ideas (Life sciences edition): AI in Healthcare, Insurtech Transformation, Hospital-at-Home Care, Big Tech Partnerships Dec 18, 2024 2 min read paid
  13. Four Ideas (AI edition): Emerging AI Winners, Green Energy Roll-out, Digitized Insurance, Data Centers Dec 17, 2024 2 min read paid
  14. Four Ideas (Macro edition): Insurance Transformation, Global Interest Rates, Power Diversification, China Economic Policy Dec 16, 2024 2 min read paid
  15. Four Ideas, Sunday Edition: Dec 15, 2024 2 min read
  16. Four Ideas (Energy edition): EV Market Dynamics, Renewable Opportunities, Insurance Innovations, Solar Microgrids Dec 13, 2024 2 min read paid
  17. Four Ideas (Commodities edition): Gold Prospects and Coffee Supply Concerns Dec 12, 2024 2 min read paid
  18. Four Ideas (Life sciences edition): Healthcare AI Investment, Imaging AI, Insurer AI, Medicare Dec 11, 2024 2 min read paid
  19. Four Ideas (AI edition): Insurance AI Expansion, Data Center Investments, AI-driven Travel, Energy Sector Innovations Dec 10, 2024 2 min read paid
  20. Four Ideas (Macro edition): China Economic Stimulus, Insurance Innovation, C&I Energy Diversification, Economic Exceptionalism Challenges Dec 9, 2024 2 min read paid
  21. Four Ideas, Sunday Edition: Dec 8, 2024 2 min read
  22. Four Ideas (Energy edition): Energy Storage, Solar Resilience, Carbon Capture, Global Clean Energy Investment Dec 6, 2024 2 min read paid
  23. Four Ideas (Commodities edition): Coffee Supply, Oil Markets, Gold Opportunities, Silver Performance Dec 5, 2024 2 min read paid
  24. Four Ideas (Life sciences edition): AI in Healthcare, Big Tech Partnerships, FDA Regulations, Health System Innovations Dec 4, 2024 2 min read paid
  25. Four Ideas (AI edition): Generative AI's Economic Impact Across Sectors Dec 3, 2024 2 min read paid
  26. Four Ideas (Macro edition): Micro-Influencers, Auto Insurance, AI Impact, VFR Travel Dec 2, 2024 2 min read paid
  27. Four Ideas, Sunday Edition: Dec 1, 2024 2 min read
  28. Four Ideas (Energy edition): Europe's EV Battery Challenge and Energy Innovations Nov 29, 2024 2 min read paid
  29. Four Ideas (Commodities edition): Coffee Prices, Gold Opportunities, Oil Supply Issues, China's Commodities Nov 28, 2024 2 min read paid
  30. Four Ideas (Life sciences edition): Healthcare AI Partnerships and Investment Surge Nov 27, 2024 2 min read paid
  31. Four Ideas (AI edition): Emerging AI Trends and Market Implications Nov 26, 2024 2 min read paid
  32. Four Ideas (Macro edition): Micro-Influencers Rise, Geopolitical Impact, AI in Insurance, Middle East Travel Shift Nov 25, 2024 2 min read paid
  33. Four Ideas, Sunday Edition: Nov 24, 2024 2 min read
  34. Four Ideas (Energy edition): Clean energy innovations, grid intelligence, nuclear options, solar leadership Nov 22, 2024 2 min read paid
  35. Four Ideas (Commodities edition): Gold, Oil,and Geopolitics Influence Commodity Markets Nov 21, 2024 2 min read paid
  36. Four Ideas (AI edition): AI reshaping sectors with unexpected impacts Nov 19, 2024 2 min read paid
  37. Four Ideas (Macro edition): Innovative Market Dynamics and Emerging Opportunities Nov 18, 2024 2 min read paid
  38. Four Ideas, Sunday Edition: Nov 17, 2024 2 min read
  39. Four Ideas (Energy edition): EV Infrastructure Expansion and Solar Microgrids Nov 15, 2024 2 min read paid
  40. Four Ideas (Commodities edition): Oil, Metals Market, Sustainable Investing, Chinese Stimulus Nov 14, 2024 2 min read paid
  41. Four Ideas (Life sciences edition): Healthcare AI Risks and Innovations Nov 13, 2024 2 min read paid
  42. Four Ideas (AI edition): AI Transforming Industries and Impacting Earnings Nov 12, 2024 2 min read paid
  43. Four Ideas (Macro edition): Shifting Market Dynamics and Emerging Macro Trends Nov 11, 2024 2 min read paid
  44. Four Ideas, Sunday Edition: Nov 10, 2024 2 min read
  45. Four Ideas (Energy edition): Clean Energy and Regulatory Trends Nov 8, 2024 2 min read paid
  46. Four Ideas (Commodities edition): Commodities Insights: Uranium, Silver, Wheat, Natural Gas Nov 7, 2024 2 min read paid
  47. Four Ideas (Life sciences edition): AI Integration, FDA Device Regulation, Health Innovation Partnerships Nov 6, 2024 2 min read paid
  48. Four Ideas (AI edition): AI Infrastructure Growth Driving Diverse Industry Changes Nov 5, 2024 2 min read paid
  49. Four Ideas (Macro edition): AI Integration, India Growth, Travel Dynamics, Energy Transition Nov 4, 2024 2 min read paid
  50. Four Ideas, Sunday Edition: Nov 3, 2024 2 min read
  51. Four Ideas (Energy edition): Emerging Energy Markets and Trends Nov 1, 2024 2 min read paid
  52. Four Ideas (Commodities edition): Commodities Trends: Gas, Silver, Oil, Agriculture Oct 31, 2024 2 min read paid
  53. Four Ideas (Life sciences edition): Health Tech AI Integration and Investment Surge Oct 30, 2024 2 min read paid
  54. Four Ideas (AI edition): AI tools scrutiny and generative AI trends Oct 29, 2024 2 min read paid
  55. Four Ideas (Macro edition): Emerging Trends: India, AI, EVs, and Supply Chains Oct 28, 2024 2 min read paid
  56. Four Ideas, Sunday Edition: Oct 27, 2024 2 min read
  57. Four Ideas (Energy edition): Solar Growth, Wind Challenges, EV Shift, AI in Energy Oct 25, 2024 2 min read paid
  58. Four Ideas (Commodities edition): Natural Gas, Silver, Gold, Coffee Oct 24, 2024 2 min read paid
  59. Four Ideas: Gold Bull Market, AI Oversight, Bitcoin Approaches New Highs, Airline Maintenance Demand Oct 22, 2024 1 min read paid
  60. Four Ideas: Gold Price Surge, Travel Trends, Global Banking Concerns, Telemedicine's Future Oct 21, 2024 1 min read paid
  61. Four Ideas, Sunday Edition: Oct 20, 2024 2 min read
  62. Four Ideas: Tech Weakness Impact, Oil Market Dynamics, AI in Semiconductors, Retail Sales Resilience Oct 18, 2024 2 min read paid
  63. Four Ideas: AI Impact, Chip Market Dynamics, Energy Trends, Geopolitical Shifts Oct 17, 2024 1 min read paid
  64. Four Ideas: Market Opportunities from AI and Global Trends Oct 16, 2024 1 min read paid
  65. Four Ideas: Climate, Chips, Infrastructure, AI, Geopolitics, Markets Oct 16, 2024 2 min read paid
  66. Four Ideas: China's Economic Stimulus and Global Trade Dynamics Oct 15, 2024 2 min read paid
  67. Four Ideas: AI in Research, China's Economic Moves, US Consumer Sentiment, Hospitality Insights Oct 14, 2024 2 min read paid
  68. Four Ideas, Sunday Edition: Oct 13, 2024 2 min read
  69. Four Ideas: Oil Prices, Inflationary Pressures, Geopolitical Tensions, Chinese Stimulus Impact Oct 12, 2024 2 min read paid
  70. Four Ideas: Economic Trends, AI Impact, Geopolitical Risks, Market Rebound Oct 11, 2024 2 min read paid
  71. Four Ideas: Geopolitical Tensions, Water Demand, Google's Market Challenge, Young Chinese Investors Oct 10, 2024 2 min read paid
  72. Four Ideas: oil prices, Middle East conflict, China stimulus, AI in tourism Oct 9, 2024 2 min read paid
  73. Four Ideas: Mideast Tensions, E-Commerce Deflation, Eurozone Liquidity, Data Revolution Oct 8, 2024 2 min read paid
  74. Four Ideas: AI application, LNG supply chains, consumer savings, oil price dynamics Oct 7, 2024 2 min read paid
  75. Four Ideas, Sunday Edition: Oct 6, 2024 2 min read
  76. Four Ideas: Healthcare, AI, Consumer, Geopolitics Oct 4, 2024 2 min read paid
  77. Four Ideas: Healthcare trends, AI applications, Consumer behavior, Geopolitical impacts Oct 3, 2024 2 min read paid
  78. Four Ideas: Healthcare, AI, Consumer, Geopolitical Oct 2, 2024 2 min read paid
  79. Four Ideas: Healthcare, AI, Consumer, Geopolitical Oct 1, 2024 2 min read paid
  80. Four Ideas: logistics, hospitality, financial markets, wellness Sep 30, 2024 2 min read paid
  81. Four Ideas, Sunday Edition: Supply Chain, China Stimulus, Private Equity, Consumer Sentiment Sep 29, 2024 2 min read
  82. Four Ideas: macro divergence, China stocks, private equity, transportation trends Sep 28, 2024 2 min read paid
  83. Four Ideas: AI in Business, US-China Relations, Finance Trends, Venture Capital Sep 26, 2024 2 min read paid
  84. Four Ideas: Technology, Healthcare, Geopolitics, Energy Sep 25, 2024 2 min read paid
  85. How AI & Robots are Smashing Economics, and Why It Matters Sep 24, 2024 7 min read paid
  86. Four Ideas: market trends, AI, M&A, emerging markets Sep 24, 2024 2 min read paid
  87. Four Ideas: Abusive Research, AI Recruitment, Supply Chain Security, Qualcomm-Intel Dynamics Sep 23, 2024 2 min read paid
  88. What If AI Tokens Are Too Cheap to Meter? Sep 22, 2024 5 min read paid
  89. Four Ideas (Free Preview): AI, Healthcare, CEO Age, etc. Sep 19, 2024 2 min read
  90. New paulkedrosky Service: Four Ideas Sep 12, 2024 3 min read
  91. Kamala Harris, Prediction Markets, and the Limits to Arbitrage Aug 16, 2024 11 min read paid
  92. California's Reversing Atmospheric Rivers Jul 12, 2024 11 min read
  93. As If, AGI Jul 12, 2024 2 min read
  94. Samuel Newman's Concordance, and How "Delve" Changed the World Jul 2, 2024 10 min read
  95. Monetizing Loss Aversion for Fun and Profit Jul 1, 2024 3 min read
  96. Rawdogging, Revenge Effects, and Technology Jun 26, 2024 2 min read
  97. A "Heat Dome" of Immigration Jun 20, 2024 2 min read
  98. Americans are less mobile than ever Jun 12, 2024 1 min read
  99. LLMs as Organisms, Part 1: Old Man Shouts at Multinomial May 30, 2024 3 min read
  100. The UBI Thing May 21, 2024 1 min read
  101. People's Understanding of Inflation May 19, 2024
  102. Sales Life After Humans May 16, 2024 1 min read
  103. And What Difference Does That Make? May 14, 2024
  104. Podcast Recommendations May 5, 2024
  105. The Last Invention Apr 30, 2024
  106. Coldest Year of the Rest of Your Life Apr 30, 2024 1 min read
  107. Jobs, Jobs, Jobs Apr 30, 2024 1 min read
  108. All the Wrong Disasters Apr 29, 2024
  109. Robot Alignment Apr 29, 2024 1 min read
  110. The Future of The Future Apr 24, 2024
  111. On What It Feels Like to Be Wrong Apr 15, 2024
  112. Is Job Transitioning Getting Harder? Maybe Apr 12, 2024
  113. Weekend Readings: p(doom), Al Capone, Regime Change, College, etc. Mar 1, 2024 7 min read
  114. Three Things: Fractal Violence, the Microsoft of AI, and Galloping Gertie Feb 28, 2024 5 min read
  115. Weekend Readings: Air, Goldman, CUDA, Winter, and Satoshi's Pizza Emails Feb 23, 2024 3 min read
  116. Prices and Wages Feb 4, 2024 1 min read
  117. All You Need ... is All You Need Feb 3, 2024 12 min read paid
  118. California Weather Imagery Jan 30, 2024 1 min read

2023 17

  1. The Lithium Boom, Retractions, Real Estate, and Skateboarding Dec 13, 2023 7 min read
  2. Monday Roundup: Regional Conflicts, LLMs, Premier League, Snow Deficit, etc. Dec 11, 2023 6 min read paid
  3. Risks, Immortal Finns, and Congressional Stability Nov 14, 2023 6 min read paid
  4. Sic Semper Tyrannis: Stuck in a Timeline Nov 9, 2023 7 min read
  5. Revenge Effects in Waste, Fast Fashion, and EVs Oct 17, 2023 9 min read paid
  6. The Wisdom of Teamsters, plus Product Traps and Housing Bombs Oct 10, 2023 9 min read paid
  7. Running to Not Stand Still: AI, Nuclear Power, and Florida Sep 29, 2023 4 min read
  8. Agents, Mimicry, & a Monte Carlo Simulation of the Pomfret Problem Sep 25, 2023 9 min read paid
  9. Travels in 2023 America Aug 26, 2023 6 min read paid
  10. Ledgers, Risk, and Verschlimmbesserung Aug 11, 2023 9 min read paid
  11. The Many Paradoxes of William Stanley Jevons, Part 2 Aug 1, 2023 8 min read paid
  12. The Many Paradoxes of William Stanley Jevons, Part I Jul 28, 2023 4 min read paid
  13. Demographics, Automation, and the Future of Work Jul 26, 2023 1 min read
  14. Demography, Automation, Pyramid Schemes, etc. Jul 24, 2023 6 min read paid
  15. Tennis, McNamara, Adoption, etc. Jul 17, 2023 3 min read
  16. Weekend Complexity Digest Jun 16, 2023 5 min read paid
  17. AI Risk-Reward, Oil, Milken, etc. Jun 14, 2023 4 min read paid