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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Kedrosky Daily: Google leads AI model race 84 percent tech IP growth outpaces others
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Kedrosky Daily: Retail share in SPX 0DTE options tops 50 US equity risk peaks
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Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles
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Kedrosky Daily: Employer health costs up 5x, electricity demand doubles by 2035
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Kedrosky Daily: AI data center funding gap 27 percent construction spending surges
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Kedrosky Daily: China births drop 70% since 1963, AI firms hit $100B fast
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Kedrosky Daily: Labor growth plummets 80 percent, VFX jobs drop 33 percent
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Kedrosky Daily: Grok lags in AI adoption, AI data center borrowing hits $126B
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Kedrosky Daily: Grok lags behind ChatGPT Gemini AI tech borrowing hits $126B in 2025
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