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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Had a great time on CNBC talking OpenAI’s sovereign wealth fund play, AI ROI, the capex bubble, and how the tech industry has run out of hypergrowth ideas.
https://www.cnbc.com/video/2026/07/02/ez-primary-research-ceo-bear-case-for-openai-and-anthropic.html
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2026-07-02T14:49:13.220Z