Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard 3d ago
Paul Kedrosky’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.
Appearances
Showing this is just something doesn't make sense in here.
There's a dramatic
Yeah, there's there is a
Yeah, and I think you're spot on with that.
And there's all kinds of reasons for what's happening there.
But simp the math doesn't work in terms of our ability to power up data centers on a scale commensurate with the numbers of GPUs being sold in the data centers.
I won't say built, but at least uh spec.
And um so there's there's a natural physical limit in here, but the system is the issue that I look to.
So the system is telling.
You through what's happening with inflation, what's happening with the 10-year, that it's under immense stress.
The system is under immense.
So that means
Yeah, the system's screaming at you and saying
I don't know where this money's gonna come from, so I'm gonna have to raise the system is is autonomously doing this.
No individuals out there.
There's no one like the von Trapp family or something.
There's no one actually doing this and saying I'm gonna raise it.
So the system is raising rates because it says, you know what, I don't know, I need to bring money out of unusual places because the only way that we can justify or get enough capital for what you say you need is by having rates go higher and pull in capital from other places.
And so the system's sh that's really just a sign of
Stress because what happens next is uh the the hurdle rate, the amount that this that these uh the data centers have to earn goes up constantly as a result of the rise the rising tenure.
Showing 281–300 of 1,259 · page 15 of 63
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