SCOUT· 63%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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“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.”
“I have a feeling that this will be a historic video looking back. The mention of the causes of inflation being misunderstood and the cure becoming a poison are something I haven’t heard anyone else besides this guest mention.”
“AI enabled wars was something you aren't supposed to copy from metal gear solid 4”
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