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Paul Kedrosky

General partner, SK Ventures

Invests in science-driven startups and founded HSBC James Capel’s technology equity research practice.

@pkedrosky(opens X in a new tab)

Real Alpha has cut 2 moments of Paul Kedrosky (General partner, SK Ventures) talking, from an interview on Prof G Markets published Oct 27, 2026.

What Paul Kedrosky said

  1. Prof G Markets ·

    Anthropic's $800 Billion Problem Is Hiding In The Fine Print

    2 moments · 13 min

    1. 8:16

      Anthropic’s future compute costs dwarf its current losses

      “the preponderance of the commitments are in future, they're massive, and they're all non-cancellable.”
      at 10:40
    2. 2:48

      Anthropic’s lower operating loss may be an IPO snapshot

      “there's a lot of work goes on in terms of preparing a company's cost for an IPO.”
      at 5:41

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