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(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
Manage episode 499232795 series 2545325
Content provided by Amalgamated Internets, LLC and Morning Brew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amalgamated Internets, LLC and Morning Brew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon.
00:00 The Impact of AI Capital Expenditure on the Economy 09:34 The Dynamics of Data Center Investments 19:39 Debt Financing and Its Implications 30:09 Potential Risks and Future Outlook for AI Investments
Articles mentioned on this episode: Paul Kedrosky: Honey AI Capex Ate The Economy
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Manage episode 499232795 series 2545325
Content provided by Amalgamated Internets, LLC and Morning Brew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amalgamated Internets, LLC and Morning Brew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon.
00:00 The Impact of AI Capital Expenditure on the Economy 09:34 The Dynamics of Data Center Investments 19:39 Debt Financing and Its Implications 30:09 Potential Risks and Future Outlook for AI Investments
Articles mentioned on this episode: Paul Kedrosky: Honey AI Capex Ate The Economy
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Similar to Tech Brew Ride Home
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