Episode · Big Technology Podcast · 2026-08-12

Books mentioned on Here's How The AI Bubble Bursts — With Paul Kedrosky

1 book · With Paul Kedrosky · Listen · Watch on YouTube

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the historic surge in AI infrastructure spending has created a bubble that could soon unravel.

Paul Kedrosky discussed Technological Revolutions and Financial Capital by C. Perez.

Books mentioned, in the order they came up

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1. 

   Technological Revolutions and Financial Capital

   C. Perez · at 37:01

   Technological Revolutions and Financial Capital is an economic history and finance book that explores the recurring cycles of technological surges and market bubbles driven by financial capital.

   Discussed

   “There's this woman named Carlota Perez who wrote a book called Technological Revolutions and Financial Capital which in a sense is the Bible for many of the most um I don't know, bullish partisans pushing some of this stuff.”

   Paul Kedrosky Here's How The AI Bubble Bursts — With Paul Kedrosky 2026-08-12 Listen at 37:01

   Where to get it

   AmazonListen on Audible