Kedrosky Daily: China triples robot installs, doubles US manufacturing value
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Paul Kedrosky
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Data Center Operators are Cheerily Uneasy About the Future
AI-driven data center build-outs are accelerating, but investors have almost no credible exit path
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Kedrosky Daily: Driver error causes 75% of US crashes, YouTube leads streaming gains
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Kedrosky Daily — Sunday Edition: US cybercrime costs hit $16.6B | China leads quantum funding
November 23, 2025 Edition This is a weekly free look of our premium Kedrosky Daily email. If you're not already a subscriber, sign up for a five-day
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On Benchmark Games, Gemini, and Declining Returns to Scale
Benchmark gains are tiny, tests are curated, real comparisons erase Gemini’s edge, and escalating training costs keep driving diminishing returns across models.
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Stranded Assets and the AI-Driven Gas Turbine Renaissance
AI-driven turbine demand is locking in decades of thermal capacity, reshaping global decarbonization paths and amplifying long-cycle energy risks
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Kedrosky Daily: Crypto Fear Hits Extreme as Market Drops 30 Percent
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Kedrosky Daily: Bitcoin mining near break-even, MicroStrategy shares drop sharply
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Kedrosky Daily: Oracle’s backlog 58% OpenAI, big firms add 151K jobs small firms lose 88K
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Kedrosky Daily: ChatGPT users 55+ hit 28 percent in Q3 2025, leads US AI usage
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Media: Recent Bloomberg Odd Lots Appearance
I meant to mention this sooner, but my schedule has been a bit nuts. Last week I recorded an enjoyable appearance on Tracy and Joe's "Odd Lots&
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Updates: GenAI Adoption Shifts, Chinese Models, etc.
S-curve adoption stalls, benchmarks churn, and cheap Chinese/open models surge as capital-intensive moats erode across the AI stack.
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Plus and Professional tiers