Top all-time · #5024
Paul Kedrosky
Personal blog · paulkedrosky.comeconomicsai
Paul Kedrosky's personal blog at paulkedrosky.com covers economics and ai. Since 2024, 15 different Hacker News readers have linked it 20 times, most often “AI capex is so big that it's affecting economic statistics”. It is still writing: the last post was on 2026-11-02, and you can follow it by feed.
Thinking in systems. Informed by the latest research, topics include: risk, complexity, finance, technology, AI, and economic history. Newsletters and more.
Most-linked posts?
- AI capex is so big that it's affecting economic statistics3 people · 3 mentions · first linked 2025-07-18
- Samuel Newman's Concordance, and How "Delve" Changed the World2 people · 2 mentions · first linked 2024-07-02
- Honey, AI Capex Keeps Eating Everything2 people · 2 mentions · first linked 2025-07-31
- ChatGPT as the Original AI Error2 people · 2 mentions · first linked 2025-09-13
What Hacker News says?
> Wall Street Journal columnist Christopher Mims shared another chart, saying: “The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months alone.” Man, are they optimistic. Mims linked to an article by Paul Kedrosky, who offers another perspective [1] on the AI bubble, as a percentage of GDP. Kedrosky, in turn, quoted Chinese President Xi Jinping, who warned of overinvesti…
Comment linking /honey-ai-capex-ate-the-economy/
on “EU court rules nuclear energy is clean energy”Submitted AI capex is so big that it's affecting economic statistics as a story · 365 points
HN discussionFrom a few weeks ago, see "Honey, AI Capex is Eating the Economy" / "AI capex is so big that it's affecting economic statistics" (365 points by throw0101c 18 days ago | hide | past | favorite | 355 comments): * https://paulkedrosky.com/honey-ai-capex-ate-the-economy/ * https://news.ycombinator.com/item?id=44609130
Comment linking /honey-ai-capex-ate-the-economy/
on “AI is propping up the US economy”Submitted A "Heat Dome" of Immigration as a story · 13 points
HN discussionIndividually unit price signals are indicated as infrequently as once a century. In practice the individual units turn over more frequently, and aggregate price signals are available as other units turn over far more frequently. On turnover, it's interesting to note that real-estate mobility has fallen markedly in the United States in recent decades. Whereas ~20% of individuals moved in any given year from 1948 thro…
Comment linking /americans-are-less-mobile-than-ever/
on “The failure of the land value tax”Submitted Honey, AI Capex Keeps Eating Everything as a story · 5 points
HN discussionhttps://paulkedrosky.com/honey-ai-capex-keeps-eating-everyth...
Comment linking /honey-ai-capex-keeps-eating-everything/
on “Apollo's chief economist warns the AI bubble worse than the 1999 dot-com bubble”Submitted Why Software Developers Are Highly Unrepresentative of Broader AI Use as a story · 3 points
HN discussionSubmitted The Hateful Eight is 85% of S&P 500 Decline as a story · 3 points
HN discussionSubmitted Endowments and Unintended Consequences as a story · 3 points
HN discussionSubmitted Data Centers vs. Office Construction as a story · 2 points
HN discussionSubmitted AI Capex: Share of U.S. GDP Growth by Quarter as a story · 2 points
HN discussionSubmitted SPVs, Credit, and AI Datacenters as a story · 2 points
HN discussionSubmitted ChatGPT as the Original AI Error as a story · 2 points
HN discussionSubmitted Chatbots as Anti-Social Media as a story · 1 points
HN discussionSubmitted LLMs, .400 Hitters, and the Future of Work as a story · 1 points
HN discussionSubmitted ChatGPT as the Original AI Error as a story · 1 points
HN discussionSubmitted AI and Robots Are Smashing Economics, and Why It Matters as a story · 1 points
HN discussionSubmitted Samuel Newman's Concordance, and How "Delve" Changed the World as a story · 1 points
HN discussionSubmitted Samuel Newman's Concordance, and How "Delve" Changed the World as a story · 1 points
HN discussion
