Everything That AIs Must Converge
On LLMs as cognitive gravity wells and the implications for instability
4 min read
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Paul Kedrosky
Page 14 of 53
Rough Notes: Jan 22, 2026
Recent Rough Notes from the site on topics and ideas
2 min read
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Are Zero-Return Decades an Outlier? No
Apollo and Coatue are sparring over zero-return decades in equities. Both are wrong.
2 min read
Kedrosky Daily: Private credit assets surge by 2025; Blue Owl Tech redemptions spike in Q4 2025
1 min read
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Four Takeaways from Microsoft's Satya Nadella at WEF Today
Four points with broader implications from Nadella's discussion with Larry Fink
2 min read
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Rough Notes: Jan 20, 2026
A digest of recent Rough Notes
2 min read
Rough Notes: Jan 19, 2026
Recent rough notes on topics of interest
3 min read
Rough Notes: Jan 16, 2026
A regular digest of recent rough notes
3 min read
Kedrosky Daily: Prediction market volume hit $8bn; Humanoids market may top $200bn
1 min read
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Kedrosky Daily: Prediction market volume soars to 9bn by late 2025; humanoids market may exceed 200bn by 2035
1 min read
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Rough Notes: Jan 14, 2026
Digest of recent rough notes
3 min read
Kedrosky Daily: Economy importance rises sharply Nvidia leads AI compute sales
1 min read
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