A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. 

Episode Sponsors

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Delete Me – Use code David20 to get 20% off

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Inside the relentless race for AI capacity—The Financial Times

Inside the AI race: can data centres ever truly be green?—The Financial Times

The Kanye/Data Center Crossover by Paul Kedrosky—Paul Kedrosky

Related Episodes

531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?

520: Where Are We Heading?

501: Strategy and Systems Want Your Money

496: Are You Taking Enough Aspirational Risk?

492: The Power of Optionality: Small Bets, Big Payoffs

482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.