SCOUT· 65%54m·2026-09-23·TechnologyThe Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic. https://paulkedrosky.com/…
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What people are saying
“You said, “Better off lime,” and I’m really glad about it.”
““Why did the AI cross the road?” … it didn’t, apologized for not crossing, and then still didn’t.”
“Is my hearing going bad, or did Ed open the podcast with "Better Off-Lime"?”
“Too big to bail. Too deeply unprofitable not to fail. The ai crash will be spectacular in a really terrible way.”
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