Starcast
Join the waitlist
Between Two COO's with Michael Koenig
The AI Bubble Has a Due Date. It's 2029 | Paul Kedrosky, SK Ventures
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
About this episode
Paul Kedrosky of SK Ventures says AI capex is driving up to 70 percent of US GDP growth, and most of it is now borrowed. He walks through the money map, the 2029 maturity wall, why AI tokens are a deflationary commodity, and three ways the AI bubble reaches companies that never touch a data center.