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The AI Demand Bubble with Ed Elson

Overview

Shownote

Highlights

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Chapters

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The AI Demand Bubble with Ed Elson

Better Offline

1 DAYS AGO
Better Offline

Better Offline

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon’s AI revenues come from OpenAI and Anthropic, and the logical endpoi...

Highlights

Ed Zitron and Ed Elson dissect the latest tech earnings, revealing that the AI boom is largely a house of cards built on circular investments and inflated numbers. They break down how Big Tech's reported AI revenue is dangerously dependent on a few startups, and question whether the market is finally waking up to the bubble.
03:15
Unrealized gains make these stocks look cheaper than they really are.
23:22
OpenAI and Anthropic account for 74% of Microsoft's AI revenue.
29:39
The demand for AI is not as large as promised.
44:02
If AI fails, these companies will survive but stop being growth companies.
47:05
Big tech is spending billions to look like growth companies.

Chapters

Are Big Tech's AI Earnings Just a Mirage?
00:00
The Circular Money Trail: How OpenAI and Anthropic Prop Up Cloud Growth
14:49
Is the AI Demand Real, or Just a House of Cards?
26:32
What Happens to Big Tech When the AI Bubble Bursts?
35:25
Which Tech Giant Is Most at Risk of Collapse?
47:05

Transcript

Ed Zitron: This is an iHeart Podcast. Speaker 3: Guaranteed human. Ed Elson: This is Jacob Goldstein from What's Your Problem? Running a business is hard enough. Don't make it harder with a dozen apps that don't talk to each other. One for sales, another...