Paul Kedrosky
Person on 2 sites
Venture investor and writer; publishes on risk, complexity, finance, technology and economic history at paulkedrosky.com.
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2 channels on ppll (opens ppll.app)
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Site: paulkedrosky.com (opens paulkedrosky.com)
“Graph of the Day: Anthropic and its AI Side Hustle”
- x.com: @pkedrosky (opens x.com)
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Site: paulkedrosky.com (opens paulkedrosky.com)
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12 beliefs on korrents (opens korrents.com)
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The economics of AI infrastructure are backwards: the spending is increasingly locked in while the revenue needed to justify it is still uncertain. (opens korrents.com)
“The harder question is what revenue that spending implies, because the math is backwards, with revenue uncertain, but capex increasingly locked in.”
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Scarcity in AI has moved from cognition to what is needed to apply it: proprietary data, trusted access, physical infrastructure, distribution and managerial competence. (opens korrents.com)
“Scarcity has exited cognition toward everything required to apply it: proprietary data, trusted access, physical infrastructure, distribution, and, yes, the scarcest resource of all, managerial competence.”
- Falling AI costs strengthen the returns to ownership while weakening the bargaining position of replaceable labor. (opens korrents.com)
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The economics of AI infrastructure are backwards: the spending is increasingly locked in while the revenue needed to justify it is still uncertain. (opens korrents.com)