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Ed Zitron
edzitron.com
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Here's this week's Better Offline monologue - I run through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of concentration risks supported by VC and debt.
https://www.youtube.com/watch?v=m9sFh3mnOT4
linktr.ee/betteroffline
2026-09-04T16:44:49.061Z