Paul Kudrowski
Person
Paul Kudrowski is a finance and technology commentator who has appeared on the Big Technology Podcast to discuss capital structures, financing, and the economics of large technology projects.
5 episodes featuring Paul Kudrowski
Prof G Markets
Anthropic’s losses test frontier AI valuations
Anthropic’s filing raises a central market question: can frontier AI companies sustain enormous training costs while presenting a credible path to profitability?
Sep 30, 2026 · 32 min
Better Offline
AI’s chip glut may be hiding in plain sight
If hundreds of billions of dollars in AI hardware cannot run, the infrastructure boom may be building capacity before demand exists.
Sep 25, 2026 · 19 min
Better Offline
AI spending props up growth while recession risks accumulate
The episode argues that AI infrastructure investment may be masking weak productivity while increasing exposure to debt, power constraints, and financial shocks.
Sep 23, 2026 · 1h 13m
Better Offline
Amodei’s AI warnings face a test of corporate responsibility
The episode asks whether a company can credibly warn about AI’s dangers while continuing to develop, deploy, and commercialize the technology.
Sep 18, 2026 · 17 min
Big Technology Podcast
Big Tech hides the scale of its leveraged AI bet
The episode connects opaque infrastructure financing, uncertain AI demand, and a widening competitive gap between Anthropic and OpenAI.
Aug 21, 2026 · 1h 7m