sell-side analysts
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 sell-side analysts, oldest first
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…”