View from the Peak
Paul KrakeGlobal Investment Landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 6 years ago | Last Issue | 17 days ago |
| Active | |||||
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The End of Data Center Hypergrowth
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On August 3, Texas Governor Greg Abbott sat down in Austin and sent a two-page letter that may mark the end of the data center hypergrowth era. He instructed the Public Utility Commission and the energy regulator, ERCOT, to h...
Lending to Your Customer
Vendor financing is being condemned as a late-cycle trick, but suppliers have financed their own customers since the Civil War, a practice that built the farm belt, the auto industry, and the jet age. The lesson of that history is that the...
What the Google/Broadcom/Anthropic Funding Structure Tells Us About AI Fragility
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The loudest worry about the AI buildout is that its financing is circular and therefore fragile, with chipmakers funding the labs that fund the clouds that buy the chips. The Google, Broadcom, and An...
The Fed Can Create Volatility. Can It Tolerate the Consequences?
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Kevin Warsh wants to elevate the role of the bond market in the determination of monetary policy.
The Federal Reserve has spent two decades training investors to expect that rate decisions will be telegraphed weeks in advanc...
Serious People, Unserious Tone, A Summer Read
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When I was writing Growth Without You, the advice I received was consistent: serious topics demand a solemn tone. Every time I slipped in a joke or an overly personal anecdote, I risked the book not being taken seriously. So...
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Author - Growth Without You: How AI Rewires Work, Wealth and Investing
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