What Paul Kedrosky thinks about investing

@paul-kedrosky · 12 positions · On ppll ↗

Venture investor and writer; publishes on risk, complexity, finance, technology and economic history at paulkedrosky.com.

Paul Kedrosky did not write this page.

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Only Paul Kedrosky on investing. See everyone on investing

2 dated positions, 2026, in their own words. Our reading of what Paul Kedrosky has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

1. 9 Oct 2026

   Our readingThe Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention

   AnthropicOpenAI

   Their wordsinstitutional investors are reserving capital, managing exposure, and waiting for the two transactions that will define the AI market. The capital market effect is to suppress everything else.

   ↗The Glacial Lake Outburst Problem in AI IPOspaulkedrosky.com 1st of 2 in this piece

3. 9 Oct 2026

   Our readingA slowdown in IPOs does not mean investor sentiment is deteriorating

   Their wordsBankers (and journalists) interpret the slowdown as deteriorating sentiment. Both are wrong.

   ↗The Glacial Lake Outburst Problem in AI IPOspaulkedrosky.com 2nd of 2 in this piece