Chart of the Day: Data Center Buildout Slowed Sharply
New data center announcements fell by half in Q4 2025
1 min read
paid
Paul Kedrosky
Page 9 of 53
AI and the Fable of the ATMs
Contrary to the usual story, ATMs did reduce teller demand
3 min read
paid
Check Out the Pod, Plus Media Updates, and More
A new podcast, various appearances, and more
1 min read
Chart of the Day: Data Centers vs Office Construction
Data center spending in the U.S. just crossed over office construction spending
1 min read
Chart(s) of the Day: Prediction Markets, the Oscars, and Uncorrelated Bets
Prediction markets are increasingly attractive because they are uncorrelated
2 min read
Best of the Week, Mar 15, 2026: Silicon Valley Militarism, the Ghost Economy, etc.
Here are some of the best posts and notes from the past week: Posts 1. Silicon Valley Was Born a Defense Industry, and is Becoming One Again The valley’s
3 min read
Chart of the Day: AI Capex Ate the Economy in Q4
Revised Q4 figures turned AI capex into the only material growth line
1 min read
paid
Silicon Valley Was Born a Defense Industry, and is Becoming One Again
The valley’s long civilian interlude may be ending as AI reconnects it to its military origins
3 min read
paid
Rough Notes, Mar 12, 2026: Dunning-Kruger LLMs, Urea, The God Test, etc.
A digest of recent Rough Notes
3 min read
paid
AI and the Rise of the Ghost Economy
On credit convexity and cognition abundance
4 min read
paid
Reinsurance, Risk, and AI Insurabiltiy
AI and climate change increasing insurer cross-line correlation
3 min read
paid
Rough Notes, 3/11/26: Western Heat Wave, Margin Debt, Robots, AI Benchmarks, etc.
Recent notes on Western Heat Wave, Margin Debt, AI Benchmarks, etc.
3 min read