Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard 4d 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
Oh absolutely.
scale problem, right?
That either I'm it's kind of like running an airline, right?
Either I'm you're very, very high fixed cost business.
So either I'm fantastically profitable or I'm effed, right?
And and if you and very few people are able to run it as a scale requisite to be able to, you know, generate those kinds of cash flows from covering the high fixed costs.
And so this is the deep problem.
And then if you take it the next step and say if that is the nature
of what's going on and tokens are this globally fungible commodity and
So that's the the the the the market's moving towards industrial inference.
It's you know, fairly straightforward to see who the winners are gonna be and it ain't gonna be open AI and anthropic.
are.
Yeah.
So I've I ever I keep hearing these unusual things about what's going on over there.
And I mean, obviously the most unusual thing was the company was racing fairly madly for reasons that didn't make a lot of sense um to an IPO, which was supposedly, I think, was supposed to be October 1st, was the first dates I heard.
And na and now uh allegedly, and again, this is all just, you know, financial markets and tech market babble, but uh it's now allegedly in November.
And so um that's getting pushed out.
And my general thesis is that in even in a good year, if you say you're going to go public in a late in the year, odds are at least 50% it won't happen that year because lots of things can happen towards the tail end of the year.
And of course, this one's coming after the midterm elections in the United States.
Who knows whether or not any of these AI companies get nationalized in that period?
Showing 401–420 of 1,259 · page 21 of 63
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