Paul Kedrosky: Partner at SK Ventures & MIT Fellow on Debt, Data Centers & What Breaks First

About this episode

Paul Kedrosky, Partner at SK Ventures and MIT Fellow, joins Capital Thesis for a conversation on the AI investment boom, data centers, debt, the U.S.–China race, and what could ultimately break the current cycle.Paul is a longtime technology investor and entrepreneur, a Partner at SK Ventures, an MIT Fellow, and co-host of The Dick and Paul Show. His work focuses on the intersection of technology, capital markets, infrastructure, and economic systems.In this conversation, Paul explains why he believes the current AI cycle is unusually fragile, sitting at the intersection of technology, real estate, credit, and government policy.We discuss the massive buildout of AI data centers, rapidly…