Honey, AI Capex Keeps Eating ... Everything
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Paul Kedrosky and Plus tiers
Paul Kedrosky
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Four Ideas (Commodities edition): Commodities Trading Diversification and Energy Trends
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Four Ideas (Life sciences edition): AI in Healthcare, FDA Policies, Health Tech Investments
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Tariffs are Dumb Enough to (Almost) Work
U.S. tariffs verge on being a badly designed value-added tax, which isn't a terrible idea, just a fairly bad one—which may lead somewhere good
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Paul Kedrosky and Plus tiers
Four Ideas (AI edition): AI Investment Trends and Economic Impact
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Four Ideas (Macro edition): Global Shifts in Space Economy and AI Regulations
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Four Ideas, Sunday Edition:
JULY 27, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
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Four Ideas (Energy edition): Emerging Energy Innovations and Storage Solutions
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Four Ideas (Commodities edition): Commodities Resurgence and Geopolitical Impacts
3 min read
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Four Ideas (Life sciences edition): Tech Disruption, AI in Healthcare, China Biotech, Wearables
2 min read
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Four Ideas (AI edition): AI-driven Industrial Transformation Opportunities
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Four Ideas (Macro edition): Global Economic Shifts: Copper, AI, and Geopolitics
1 min read
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