Paul Kudrowski

Hey Derek, good to be here.

Before we start, who are you and what do you do?

Yeah, that's a good question.

So I have a couple of day jobs.

One day job is I'm a partner with a venture capital firm called SK Ventures, where we're mostly doing early stage investing, which is to say high failure rate, low capital, most things break.

And then I also sit in as a fellow at the MIT Center for the Digital Economy.

So this is sort of closer to the spirit of some of the things we're working on.

And then I also have a newsletter that goes out to a

Generally to hedge funds and buy side firms and things like that.

Just because my background way back when was I was on the sell side.

I worked for a brokerage firm and I've just never been able to shake that.

So I can't help myself.

Sometimes I just provide.

I want to give them advice and whether they like it or not.

And so I still do a lot of work with a bunch of hedge funds and buy side firms, which takes us back to data centers and AI and blah, blah, blah.

So, yeah, let's maybe go, can I go back and tell a quick backstory here first?

Just because what got me interested was sort of what you're describing, which is there's a huge amount of money being deployed.

It's going to a very narrow set of recipients, some of these chip firms and others, and it's going to some really small geographies like Northern Virginia.

So it's an incredibly concentrated pool of capital, and yet it's so large that

that when you do the aggregating and do the math, it seems to be large enough to affect GDP.