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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Joined the Times Tech Report to talk about how 70%+ of Amazon, Google and Microsoft's AI revenues come from OpenAI and Anthropic, meaning that outside of two unsustainable AI labs, there isn't anywhere near the demand to justify the capex or the data center buildout.
https://www.youtube.com/watch?v=68X8yEatepQ
2026-08-07T19:12:44.264Z