utility-like rates of return

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 utility-like rates of return, oldest first

Aug 12, 2026 bearish

Prediction Not checkable as stated

Kedrosky: OpenAI and Anthropic Will Earn Utility-Like Returns

“Like a power dam. I don't know who, I don't know where they are or who they are, but I guess they exist and they'll earn utility-like rates of return.”

Paul Kedrosky Aug 12, 2026 ▶ 1:03:52 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky

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utility-like rates of return

Everything said about utility-like rates of return, oldest first

Turn any episode into a week of clips.