Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
The fact that 50% of Microsoft, Google and Amazon's ALL future revenue backlog (which isn't just AI) - $748 billion - is from Anthropic and OpenAI is a genuine nightmare. As both are deeply unprofitable, that revenue is entirely reliant on investors.
www.wheresyoured.at/am-i-meant-to-be-impressed/
2026-05-06T15:39:24.452Z