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 endpoint of his AI bubble thesis.

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Ed Elson’s Newsletter: simplyput.profgmedia.com 
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Ed Elson’s Show: youtube.com/@ProfGMarkets

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In this week's Better Offline, Ed is joined by Prof G Markets&rsquo; Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon&rsquo;s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis.
Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a>&nbsp;- I&rsquo;d be so grateful!&nbsp;
Ed Elson&rsquo;s Newsletter: <a href="simplyput.profgmedia.com">simplyput.profgmedia.com</a>&nbsp; Ed Elson&rsquo;s Twitter: <a href="x.com/edels0n">x.com/edels0n&nbsp;</a> Ed Elson&rsquo;s Show: <a href="youtube.com/@ProfGMarkets">youtube.com/@ProfGMarkets</a>
YOU CAN NOW BUY BETTER OFFLINE MERCH! go to <a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> use FREE99 for free shipping on orders of $99 or more.&nbsp;
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LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a>
Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a>
Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;
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Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build. 

Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build. 
Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.



Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.
 
Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

The AI Demand Bubble with Ed Elson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91abdbe5-d7b1-4080-8fff-b49c01444f08/transcript