Paul Kedrosky
6 statements across 1 episodes · 0 bullish · 4 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · said 3 times in 3 episodes since 2026 · across every show →
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brought up most by Alex Kantrowitz (3)
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2026 3 mentions in 3 episodes 1 per episode
Everything said about Paul Kedrosky, oldest first
Aug 12, 2026 bearish
Kedrosky: AI is the first U.S. bubble combining tech, real estate, credit, and policy
“The largest bubbles in US history usually had either to do with technology loose credit, government policy, right? Some combination of these things. The US in particular is very good at ones that also include real estate, so we can add that to the mix. So tech…”
Aug 12, 2026 bearish
Kedrosky: AI investors pitch AGI to LPs but evaluate it as real estate internally
“Investors that I've talked to are very cynical, so they're perfectly happy to use that in front of their own LPs, but they don't believe that in house. They look at this very cynically and with very cold calculating eyes and compare it to other similar real es…”
Aug 12, 2026 bearish
Aug 12, 2026 neutral
Kedrosky: Sovereign funds filter investments by check size rather than economic value
“Once you're managing hundreds of billions of dollars, you start looking at opportunities, not in terms of their economic value, but in terms of check size. And you say, I need to write a check for fill in the blank, a hundred billion dollars, because I do not …”
Aug 12, 2026 negative
Kedrosky: AI infrastructure models based on labor TAM are ridiculous and speculative
“It's wrong to say, for better or worse, we're going to be putting in a trillion, therefore I need a hundred trillion out of this. That's not the way investors are looking at this, and it's, and it will lead you down the wrong path if you take that approach, be…”
Aug 12, 2026 neutral
Kedrosky: Financiers evaluate AI data centers like multi-tenant apartment buildings
“The way that I try to analogize this loosely, and this is very loose, is that data centers from the context of many capital providers are real estate. They're really just multi-tenant apartment buildings. It just so happens there's no humans in the apartment b…”