Carlotta Perez
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →
Everything said about Carlotta Perez, oldest first
Aug 12, 2026 bearish
Kedrosky: Justifying AI spending with historical bubble theory drives dangerous overbuilding
“We've created this reflexivity. We're now, we justify overspending on the basis of prior overspending having worked out. Well, in prior episodes where that happened, people were not justifying the overspending by saying, say, in rural electrification, you know…”