The Ledger

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Kedrosky: Minimal model differentiation will crush AI investment returns
“The convergence means that the model differences while there are so minimal as I can't tell the difference in the kind of Pepsi Coke phenomenon, which again, to cut to the investment chase suggests that the competition then becomes much more about marketing ex…”
Paul Kedrosky Aug 12, 2026 ▶ 31:54 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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