Roundup: Capex, Trade, Risk, Climate, Call Centers, Concentration, etc.

Paul Kedrosky · 6 Oct 2026

Paul Kedrosky did not write this page.

Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

Our reading
AI infrastructure spending is large enough to alter the composition of US trade and national investment data.

Their wordsAI infrastructure spending is now large enough to alter the composition of US trade and national investment data.
Our reading
Falling call-center employment is one of the clearest large-scale signs so far of AI replacing routine white-collar service work.

Their wordsThis is one of the clearest large-scale signs so far of AI replacing routine white-collar service work, and given regional dependencies-within the US and around the world-highly consequential.
Our reading
AI risk is no longer a specialist concern but part of mass-market culture.

Their wordsThe claims are absurd, but the cultural shift is real: AI risk is no longer a specialist concern.

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The other pieces are the ones whose claims are worded most like this one's. That measures language, not agreement: they may argue the opposite.