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Better Offline — Monologue: The Pale Horsemen Arrive
Buzzing ratingBUZZING· 79%16m·2026-08-07·Technology

Monologue: The Pale Horsemen Arrive

Better Offline

In this week's Better Offline monologue, Ed Zitron runs through how 70% of Microsoft, Google and Amazon’s AI revenues are from Anthropic and OpenAI, with 7% of Microsoft’s FY26 revenue coming from OpenAI alone, and how this is cast-iron proof that demand for AI doesn’t exist at a scale that warrants any of the…

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What people are saying

“Ed, you need to do one of these hour-long deep-dives on the impact of Marc Andreessen and Andreessen Horowitz, and their role in every tech bubble over the past decade. It would be a long piece, but if you peel back the layers of how much c…”

— @derekczerkaski5540 · YouTube comment

“two zitron videos in a day, dark days ahead for the hyperscalers and investors”

— @presario42 · YouTube comment

“Double Zitronium in a single day, we eating well boys.”

— @LocrianDorian · YouTube comment

“"The only thing that grows forever is Cancer" DAMN ED”

— @hova092 · YouTube comment

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