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SCOUT· 62%18m·2026-05-01·Technology
SCOUT· 62%18m·2026-05-01·TechnologyMonologue: AI's Compute Demand Story Is A Lie
Better Offline
In this week's Better Offline monologue, Ed Zitron runs through how 70-80% of Amazon and Microsoft’s AI revenue and capacity is taken up by OpenAI and Anthropic, and how capacity constraints across the industry are a result of hyperscalers sacrificing their infrastructure to the least-profitable startups of all time.…
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