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Better Offline — Monologue: The Pale Horsemen Arrive
Buzzing ratingBUZZING· 74%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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