"As I say at the beginning of this interview, its annoying for economic analysts that two huge things are happening at the same time: a radical change in U.S. trade policy and a giant AI boom. Worse, while I think I know something about tariffs, the more I think about AI the less I believe I understand. So I talked to Paul Kedrosky, investor, tech expert and research fellow at MIT, for some enlightenment. Lots in here that I found startling.
So, about this AI thing ...we also have this AI explosion where I feel completely at sea. I don't quite understand any of it. Ive been reading and watching interviews with Paul Kedrosky, who is an investor, analyst, and currently research fellow at MIT, he certainly knows more about it than I do, and I wanted to just have a conversation where I try to understand what the heck is going on, insofar as anybody can."
At substack.com
